Catherine Campana's questions to TD Synnex Corp (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.