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CDW Corporation (CDW) Presents at J.P. Morgan 54th Annual...
2026-05-20 · via All Articles on Seeking Alpha

CDW Corporation (CDW) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 11:25 AM EDT

Company Participants

Christine Leahy - Chair of the Board, President & CEO
Albert Miralles - CFO & Executive VP of Enterprise Business Operations

Conference Call Participants

Samik Chatterjee - JPMorgan Chase & Co, Research Division

Presentation

Samik Chatterjee
JPMorgan Chase & Co, Research Division

Good morning, everyone. Thank you for being here. I have the pleasure of hosting the fireside chat here with CDW and pleasure of hosting Chris Leahy and Al Miralles. So Chris Leahy, CEO; Al Miralles, CFO. Thank you both for coming to the conference, and thank you to the audience as well.

Question-and-Answer Session

Samik Chatterjee
JPMorgan Chase & Co, Research Division

Chris, we've been discussing AI all through this conference. So I think predictably, a lot of my initial questions are going to be focused on that, and I'm sure you're answering those questions all day here today. Investors want to really focus on CDW as a leader in this industry, how do you participate in AI in sort of this new world order that includes a lot of AI workloads, how does CDW participate in it with your customers?

Christine Leahy
Chair of the Board, President & CEO

Yes. Well, thank you, Samik, and thank you for having us. We're happy to be here and happy to answer the questions. If I could just zoom out for 30 seconds and then zoom back in. Obviously, we're all operating in an environment where technology complexity is exploding, frankly. And this is where CDW plays well. This is who we are in terms of helping our customers navigate the complexity.

I think we can be clear that customers are no longer in the experimentation stage of AI, but