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Revenue by Type
Separates revenue into categories like hardware, software, and services or one-time versus recurring sales. Highlights the mix that drives profitability and predictability—recurring software and services typically provide higher margins and steadier cash flow compared with lumpy hardware transactions.CDW’s growth is increasingly concentrated in hardware and software — the engines behind the recent gross‑profit rebound — while services and 'Other' lag, leaving higher‑margin services underlevered. That mix explains record gross profit but also the margin compression management flagged: strong hardware sales lift revenue but depress near‑term margins and, together with elevated inventory/backlog and shipment timing, create execution risk. The firm's AI 'Geared for Growth' program targets meaningful productivity gains in H2/2027, but near‑term margin recovery depends on service re‑acceleration and smoother fulfillment.
Date | Other | Services | Hardware | Software |
|---|---|---|---|---|
Jun 30, 2026 | $32.20M | $520.70M | $4.91B | $1.11B |
Mar 31, 2026 | $29.50M | $480.50M | $4.11B | $1.05B |
Dec 31, 2025 | $28.70M | $515.60M | $3.80B | $1.17B |
Sep 30, 2025 | $29.70M | $525.60M | $4.09B | $1.09B |
Jun 30, 2025 | $29.20M | $515.20M | $4.44B | $990.20M |
Mar 31, 2025 | $27.20M | $479.30M | $3.74B | $948.30M |
Dec 31, 2024 | $26.20M | $481.20M | $3.65B | $1.03B |
Sep 30, 2024 | $27.80M | $481.90M | $3.96B | $1.05B |
Jun 30, 2024 | $27.50M | $478.40M | $4.06B | $855.60M |
Mar 31, 2024 | $26.40M | $425.80M | $3.55B | $874.40M |