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CDW10-Q: Recurring revenue shift

CDW's cash conversion cycle impacted by customer shift to multi-year software deals

Read at SEC EDGAR

What happened

A customer trend towards multi-year software purchases is increasing Days Sales Outstanding (DSO from 86 to 96 days) and complicating working capital management. This creates a need for solutions to manage complex billing, collections, and revenue recognition for recurring revenue models.

Source

SEC EDGARMay 6, 2026

Quarterly report (Form 10-Q)

CDW 10-Q

Filing excerpt

as customers continue to shift to multi-year software purchases, unbilled receivables and DSO are expected to continue to increase.

sec.gov/Archives/edgar/data/1402057/000140205726000025/cdw-20260331.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Recurring revenue shift

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 6, 2026

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The full record

From the Signal API record

Details

CIK
1402057
Accession number
0001402057-26-000025
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Billing/subscription tools

Topics and mentions

Technologies

  • software

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
recurringRevenueShift

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/b93f0023-1b7a-475b-ac61-b28c824773e7 returns this record as JSON. POST /v1/companies/enrich returns every signal for cdw.com.

{
  "signal_id": "b93f0023-1b7a-475b-ac61-b28c824773e7",
  "signal_type": "sec-10q",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-05-12T09:24:56.801+00:00",
  "company": {
    "name": "CDW",
    "domain": "cdw.com"
  },
  "data": {
    "detail": "A customer trend towards multi-year software purchases is increasing Days Sales Outstanding (DSO from 86 to 96 days) and complicating working capital management. This creates a need for solutions to manage complex billing, collections, and revenue recognition for recurring revenue models.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "CDW's cash conversion cycle impacted by customer shift to multi-year software deals",
    "excerpts": "as customers continue to shift to multi-year software purchases, unbilled receivables and DSO are expected to continue to increase.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1402057/000140205726000025/cdw-20260331.htm",
    "filing_date": "2026-05-06",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "software"
    ]
  }
}

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