Harry Reid's questions to CDW Corp (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.