CDW

CDW

Comprehensive IT products and services provider

Overview

CDW provides technology products and services to businesses of all sizes. It sells hardware (computers, servers, networking equipment), software, and cloud services, and also offers consulting, configuration, and deployment support to optimize IT systems. The company stands out with one of the industry's largest inventories, enabling fast shipping and quick responses, plus custom configurations and integrated, vendor-backed solutions from partners like Apple, Lenovo, and Tripp Lite. Its business model combines direct product sales with consulting and managed services. CDW’s goal is to help organizations build and maintain efficient, reliable technology infrastructures that meet their specific needs.

Significant Headcount Growth

About CDW

Simplify's Rating
Why CDW is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consulting

Hardware

Enterprise Software

Company Size

10,001+

Company Stage

IPO

Headquarters

Vernon Hills, Illinois

Founded

1984

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Simplify's Take

What believers are saying

  • Q2 2026 revenue rose 10% to $6.57 billion, with government sales up 14%.
  • International sales jumped 23%, led by record Canada demand and UK momentum.
  • CDW raised 2026 guidance after AI infrastructure and modernization demand stayed strong.

What critics are saying

  • Gross margin fell 70 basis points in Q2 2026 as hardware mix worsened.
  • Morgan Stanley cut CDW in January 2026 on hardware budget cuts and memory inflation.
  • A failed AI-services pivot leaves CDW trapped in commoditized distribution by late 2027.

What makes CDW unique

  • CDW's August 2026 Lovelytics deal deepens data, AI, and Databricks consulting expertise.
  • Its August 2026 Ryder Cup role proves end-to-end delivery across mission-critical events.
  • CDW's vendor breadth and services bundling still beat single-OEM resellers.

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Funding

Total Funding

$58.7M

Above

Industry Average

Funded Over

1 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison
Coming Soon

Benefits

Performance Bonus

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

10%

1 year growth

10%

2 year growth

10%
MarketScreener
Sep 2nd, 2026
CDW acquires data and AI firm Lovelytics for $525M to accelerate enterprise AI adoption

CDW announced plans to acquire Lovelytics, a data and AI services firm, for approximately $525 million. The deal expands CDW's Data & Analytics Practice, helping customers build data foundations to accelerate AI adoption. Lovelytics, founded in 2017 and headquartered in Arlington, Virginia, employs over 600 people across the US, Canada, Argentina, and Colombia. The firm specialises in modernising data estates and deploying AI at scale, with expertise across energy, manufacturing, retail, healthcare, financial services, and media sectors. According to Gartner research, only 12% of enterprises feel fully prepared on data readiness to support AI. CDW chief executive Christine Leahy emphasised that AI strategy requires a solid data strategy first. The transaction is expected to close in the third quarter and is not anticipated to materially impact CDW's 2026 financial results.

ExecutiveBiz
Sep 1st, 2026
AAR taps former CDW executive Sanjay Sood as SVP, chief digital & technology officer.

AAR taps former CDW executive Sanjay Sood as SVP, chief digital & technology officer. by Miles Jamison September 1, 2026, 11:36 am * AAR has appointed Sanjay Sood as senior vice president and chief digital and technology officer * Sood will oversee AAR's enterprise systems, infrastructure, cybersecurity and data analytics * He will guide the company's use of AI and other emerging technologies Who is Sanjay Sood? Sood is a technology and product executive who spent more than six years at CDW, most recently as senior vice president and chief technology officer, leading a global technology organization of more than 1,200 employees and contractors. His work at CDW included reshaping technology and data environments, advancing the company's artificial intelligence efforts and overseeing technology integration following multiple acquisitions. He previously held senior technology and product leadership roles at HERE Technologies, overseeing global engineering organizations and building new products. He also held senior technology roles at YP, The Real Yellow Pages, Allvoices and BuzzLabs, and worked as a research associate at Northwestern University's Intelligent Information Laboratory. What will Sood oversee at AAR? In the role, Sood takes charge of AAR's technology organization. His duties span enterprise systems, infrastructure, cybersecurity and data and analytics. He will also guide how the company applies AI and other emerging technologies throughout its operations. "Sanjay brings a unique combination of significant experience in large-scale information technology leadership, infrastructure modernization, and AI technology implementation," said Holmes. What is AAR? AAR is a Wood Dale, Illinois-based aerospace and defense aftermarket provider, specializing in parts, repair services and software platforms. In 2024, the company completed the $725 million acquisition of Triumph Product Support from Triumph Group, expanding its maintenance, repair and overhaul, parts supply, integrated services and manufacturing portfolio.

AIJourn
Aug 31st, 2026
AAR names Sanjay Sood Senior Vice President and Chief Digital & Technology Officer.

AAR names Sanjay Sood Senior Vice President and Chief Digital & Technology Officer. 0 2 minutes read WOOD DALE, Ill., Aug. 31, 2026 /PRNewswire/ - AAR CORP. (NYSE: AIR), the leading parts, repair, and software platform in the aviation aftermarket, announced that Sanjay Sood joined the Company as Senior Vice President and Chief Digital & Technology Officer, effective today. Sood will oversee AAR's technology organization, including enterprise systems, infrastructure, cybersecurity, data and analytics, and the Company's efforts to further leverage AI and other technologies across its operations. He will report to John M. Holmes, Chairman, President and CEO. Most recently, Sood served as Senior Vice President and Chief Technology Officer at CDW, a leading multi-brand provider of information technology solutions, where he modernized the company's platforms, data architecture, and AI initiatives and managed the technical integration of multiple acquisitions. Prior to CDW, Sood held senior technology and product leadership positions at HERE Technologies, where he was responsible for global engineering organizations and building emerging products. Earlier in his career, he held leadership roles at YP, formerly AT&T Interactive, AllVoices, and BuzzLabs. Sood earned a Ph.D. in Computer Science and a Bachelor of Science in Computer Science and Communication Studies from Northwestern University. "Sanjay brings a unique combination of significant experience in large-scale information technology leadership, infrastructure modernization, and AI technology implementation," said Holmes. "We are pleased to welcome Sanjay to the AAR team. His leadership will be critical as we continue executing our long-term strategy and strengthening the systems and data management that help our business operate effectively." "I look forward to helping connect information across the organization, build on the strong foundation already in place, and reinforce the operational discipline that has long defined AAR," said Sood. "Advancing AAR's vast data resources is key to driving further value and efficiency for customers." About AAR AAR is a leading global aerospace and defense aftermarket solutions company with operations in over 20 countries. Headquartered in the Chicago area, AAR supports commercial and government customers through three primary operating segments: Parts Supply; Repair, Engineering, and Software; and Government Solutions. Additional information can be found at aarcorp.com. | This press release may contain certain statements relating to future results, which are forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995, reflecting management's expectations about future conditions, including activities and benefits related to technology systems, data management, and artificial intelligence. Forward-looking statements may also be identified because they contain words such as "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "likely," "may," "might," "plan," "potential," "predict," "project," "seek," "should," "target," "will," "would," or similar expressions and the negatives of those terms. These forward-looking statements are based on beliefs of management, as well as assumptions and estimates based on information currently available to management and are subject to certain risks and uncertainties that could cause actual results to differ materially from historical results or those anticipated. For a discussion of these and other risks and uncertainties, refer to "Risk Factors" in AAR CORP.'s most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. Should one or more of these risks or uncertainties materialize adversely, or should underlying assumptions or estimates prove incorrect, actual results may vary materially from those described. These events and uncertainties are difficult or impossible to predict accurately and many are beyond management's control. Management assumes no obligation to update any forward-looking statements to reflect events or circumstances after the date of such statements or to reflect the occurrence of anticipated or unanticipated events. | SOURCE AAR CORP. 27 minutes ago

XAZA LLC
Aug 21st, 2026
T-Mobile hotspot deep dive: $4.2M opportunity for Nashville Schools.

T-Mobile hotspot deep dive: $4.2M opportunity for Nashville Schools. By Harvey Bennett Published: August 21, 2026 The opportunity: $4.2M in T-Mobile Hotspots. Metropolitan Nashville Public Schools (MNPS) has released a significant procurement opportunity valued at $4,206,000 for T-Mobile hotspots. This is not a generic IT purchase - it's a targeted equipment service for district students and staff, specifically leveraging T-Mobile's network infrastructure. What they're actually asking for. The description is clear: Hotspots for District Students and or staff for T-Mobile Hotspots. This is an equipment procurement, not a software or service contract. The key details: * Service Type: Equipment * Service Provider: T-Mobile USA, Inc. * Location: Nashville, TN * Set-Aside: None (open to all qualified contractors) * Deadline: None specified This is a straightforward hardware purchase, but the $4.2M value suggests a large quantity of devices. At typical hotspot prices ($100-$200 per unit), this could represent 20,000-40,000 devices for a district serving thousands of students and staff. Who might be competitive. Since there's no set-aside, this is open to all qualified contractors. However, the T-Mobile branding suggests specific competitive dynamics: * T-Mobile Direct or Authorized Resellers: T-Mobile likely has preferred resellers or direct sales channels. These entities would have pricing advantages and established relationships. * Large IT Hardware Distributors: Companies like CDW, Insight, or SHI could compete if they have T-Mobile partnerships or can source the devices competitively. * Local Nashville IT Firms: Smaller local contractors with T-Mobile relationships might be competitive, especially if they can offer better service or delivery terms. * Education-Specific Vendors: Firms that specialize in K-12 technology procurement may have advantages in understanding district requirements and compliance needs. Unusual requirements and red flags. Several aspects of this opportunity warrant attention: * No Deadline: The absence of a specified deadline is unusual. Contractors should contact MNPS procurement to clarify the timeline and submission process. * T-Mobile Branding: The explicit mention of T-Mobile suggests the district has already selected the network provider. This limits competition to T-Mobile-authorized sellers or those who can source T-Mobile devices. * Equipment vs. Service: This is classified as equipment, not a service contract. This affects how the procurement is structured and which regulations apply. * Large Quantity: The $4.2M value implies a massive order. Contractors need to ensure they can fulfill such a large quantity within reasonable delivery timelines. Tactical advice for contractors. * Clarify the Timeline: Contact MNPS procurement immediately to understand the deadline, submission format, and evaluation criteria. The lack of a specified deadline is a red flag that needs resolution. * Verify T-Mobile Authorization: If you're not a T-Mobile authorized reseller, determine if you can partner with one or source the devices through T-Mobile's wholesale channel. Without T-Mobile authorization, you may be at a significant disadvantage. * Calculate Your Pricing: At $4.2M, even small percentage differences in pricing can be significant. Ensure your quote is competitive while maintaining adequate margins for fulfillment, delivery, and support. * Understand Delivery Requirements: A large quantity of hotspots requires robust logistics. Factor in shipping, handling, and potential staging requirements. Can you deliver 20,000+ devices within the district's timeline? * Review District Compliance Needs: K-12 districts often have specific compliance requirements for technology purchases, including data privacy, device management, and warranty terms. Ensure your proposal addresses these. * Consider Bundling: If you offer related services (device management, warranty extensions, training), consider bundling them to differentiate your proposal. Even though this is classified as equipment, added value can help. Related opportunities and patterns. This T-Mobile hotspot procurement is part of a broader pattern in K-12 technology: * Network Provider Lock-In: Many districts select a single network provider (T-Mobile, Verizon, AT&T) and then procure devices through that provider's ecosystem. This limits competition but simplifies management. * Hotspot as a Service: As districts move toward 1:1 device initiatives, hotspots have become critical for students who lack home internet access. This is a growing market segment. * Large-Value Equipment Purchases: The $4.2M value is typical for district-wide technology rollouts. Similar opportunities are likely to emerge in other districts as they expand their 1:1 initiatives. Contractors who establish relationships with T-Mobile and understand K-12 procurement dynamics will be well-positioned for this and similar opportunities in the Nashville market and beyond. Stay updated on government IT opportunities. No spam, ever. Unsubscribe with one click. Source data. * E-Rate FRN ECF2190029519: Services METROPOLITAN NASHVILLE PUBLIC SCHOOLS - Source: E-Rate USAC * E-Rate FRN ECF2190033800: Equipment METROPOLITAN NASHVILLE PUBLIC SCHOOLS - Source: E-Rate USAC

Yahoo Finance
Aug 5th, 2026
CDW posts record Q2 with 10% hardware growth as AI infrastructure drives enterprise demand

CDW Corporation reported record quarterly net sales and earnings per share in Q2 2026, driven by strong demand for AI readiness and infrastructure modernisation among large enterprise customers. Hardware revenue grew 10% thanks to a "full stack" approach embedding AI in servers, storage, and networking solutions. International operations delivered standout performance with 23% growth, led by record results in Canada and continued momentum in the UK. The company offset constrained Higher Education funding with double-digit growth in Corporate and Federal Government segments. CDW expects full-year 2026 US IT market growth in the mid-single digits and projects it will outperform the market by 200 to 300 basis points. The firm's "Geared for Growth" initiative is expected to deliver $100 million to $200 million in savings. CFO Al Miralles announced his planned retirement in 2027, with a formal successor search underway.

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