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    Catherine Campana

    Research Analyst at Goldman Sachs Group, Inc.

    Katherine Campagna is an Analyst at Goldman Sachs & Co. LLC specializing in Americas Technology research, with a particular focus on emerging trends such as Web 3.0 and innovation in the digital economy. She has participated in coverage and analysis of companies like TD SYNNEX, as seen in recent earnings calls, and contributes to sector research reports that explore the evolution of major technology firms and platforms. Campagna began her career as a Summer Analyst at Goldman Sachs in 2017, spent time as an analyst at KKR & Co. L.P., and later rejoined Goldman Sachs as a full-time analyst; she is registered with FINRA (CRD#: 6815436) under Goldman Sachs & Co. LLC. Her professional credentials include FINRA regulation as a broker, and she is known for her analytical work in technology sector research, although performance metrics or external rankings are not publicly available.

    Catherine Campana's questions to TD SYNNEX (SNX) leadership

    Catherine Campana's questions to TD SYNNEX (SNX) leadership • Q2 2025

    Question

    Catherine Campana inquired about the demand pull-forward noted in Q2, asking for specifics on which products were affected, the financial impact, and how it might influence the mix between Endpoint and Advanced Solutions for the remainder of the year.

    Answer

    CEO Patrick Zammit confirmed a slight pull-forward in PCs, estimating the impact at $100-200 million in sales, but noted that B2B demand remains strong due to the Windows 11 refresh cycle. CFO Marshall Witt quantified the gross profit benefit at approximately $10 million and projected a relatively equal mix between Endpoint and Advanced Solutions for the second half of the year.

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