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    Harry Reid

    Research Analyst at Redburn

    Harry Reid is an Equity Research Analyst at Redburn specializing in European IT services and software sectors, providing in-depth research and investment recommendations on companies such as Softcat and other listed technology firms. With several years of experience at Redburn, he has built a reputation for rigorous fundamental analysis and sector expertise, though detailed third-party ranking metrics and specific public performance data are limited. Reid joined Redburn following prior analytical and research roles within the financial services industry, contributing to his broad perspective on the sector. He is based in London and is likely to hold applicable professional credentials and regulatory registrations required for equity analysts in the UK, although specific FINRA or FCA license numbers are not publicly available.

    Harry Reid's questions to CDW (CDW) leadership

    Harry Reid's questions to CDW (CDW) leadership • Q4 2024

    Question

    Harry Reid asked about CDW's competitive moat in helping clients utilize their AWS marketplace commits and why customers wouldn't just procure software directly, risking disintermediation.

    Answer

    CEO Christine Leahy explained that CDW's moat is the comprehensive suite of services wrapped around marketplace transactions, which simplifies complexity for customers. She emphasized CDW's expertise in managing customers' entire hybrid cloud estates (multi-cloud and on-premise) as a critical differentiator, noting the recent Mission Cloud acquisition strengthens this position.

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