Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
No Data
CNXN Transcript
PC Connection, Inc. (CNXN) Q4 2025 Earnings Call Transcript
Unknown2-4
The earnings call presents a mixed picture: positive growth in Business and Enterprise Solutions and strong financial metrics, but significant challenges in the Public Sector and unclear management responses in the Q&A. Despite some optimism in guidance and strategic focus on AI and cloud, headwinds like non-renewal of contracts and memory constraints persist. Given the market cap of $1.68 billion, the stock price is likely to remain stable, resulting in a neutral sentiment prediction.
PC Connection, Inc. (CNXN) Q3 2025 Earnings Call Transcript
Unknown10-29
The company's earnings call presents mixed signals: strong revenue growth in certain sectors and a high backlog are positive, but declining net income and uncertainty in the Public Sector are concerning. The Q&A section highlights budget flush in the Enterprise segment, but also ongoing uncertainty due to the federal shutdown. Despite positive growth in Retail and Financial Services, the lack of clear guidance and flat margins suggest a balanced outlook. With a market cap of $1.68 billion, the company's stock price is likely to remain stable over the next two weeks.
PC Connection, Inc. (CNXN) Q2 2025 Earnings Call Transcript
Unknown7-31
Despite a strong backlog and pipeline, the financial performance showed mixed results with decreased gross profits and EPS, and the management provided vague guidance. The market strategy and investments in AI are positive, but the decline in cash flow, lower interest income, and unclear responses in the Q&A section balance out the optimism. The company's market cap suggests moderate stock price movements, leading to a neutral outlook.
Earnings call transcript: PC Connection Q1 2025 sees strong revenue growth
Positive4-30
The earnings call reveals strong financial performance with 10.9% sales growth, increased EPS, and a 50% dividend hike, indicating robust shareholder returns. Despite slight margin declines, the company shows resilience with strategic investments in AI and customer solutions. The Q&A section highlights mixed customer responses to economic concerns but suggests growth in acquisitions and market expansion. The share buyback program further supports a positive outlook. Given the small-cap nature of the company, these factors collectively suggest a positive stock price movement of 2% to 8% over the next two weeks.
CNXN Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
