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Maya Arms

Research Analyst at Morgan Stanley

Maya Arms is an experienced Product Ops specialist and analyst with over a decade of expertise in high-growth technology and finance, currently serving as Product Expert at Viola Credit since 2024. She specializes in bridging business needs and technical execution for SaaS solutions, leveraging her background to translate complex requirements into actionable product strategies. Maya holds a dual Bachelor’s degree in Law and Business Administration, as well as a Master’s in Economics from Reichman University, and she has built her career supporting top financial technology firms with a track record of operational excellence. Prior to Viola Credit, Maya’s work centered on optimizing business processes and product delivery in both private credit and tech-driven environments.

Maya Arms's questions to TD SYNNEX (SNX) leadership

Question · Q3 2025

Maya Arms inquired about the future dynamics of TD SYNNEX's HIVE business, specifically addressing potential declines due to tough comparisons, the strong Q3 performance, the robust Q4 guidance, and broader cloud capital expenditure trends, seeking high-level insights for the upcoming fiscal year.

Answer

CEO Patrick Zammit explained that HIVE's overperformance was driven by significant growth across all programs and customers, a strong rebound in demand from their second-largest customer, and higher-than-expected demand for supply chain services. CFO Marshall Witt added that TD SYNNEX continues to invest in HIVE's skill sets, engineering capabilities, and manufacturing capacity to stay ahead of demand.

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Question · Q3 2025

Maya Arms (for Eric Woodring of Morgan Stanley) inquired about the sustainability of HYVE's strong performance, particularly regarding its potential decline in the fiscal forecast, given robust Q3 results and Q4 guidance, and broader cloud CapEx trends.

Answer

CEO Patrick Zammit attributed HYVE's overperformance to significant growth across all programs and customers, the return of demand from the second-largest customer, and higher-than-expected demand for supply chain services. CFO Marshall Witt added that TD SYNNEX continues to invest in HYVE's skill sets, engineering capabilities, and manufacturing capacity to stay ahead of requirements.

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