---
title: "CDW posts strong AI-driven revenue but faces margin strain"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286235819.md"
description: "CDW reported a 9.2% year-over-year revenue increase to $5.68 billion in Q1, exceeding analyst expectations by 3.8%, driven by AI and infrastructure demand. However, operating margins remained flat at 6.6% due to a shift towards hardware sales and supply chain issues affecting higher-margin services. Analysts are seeking insights on AI deal profitability and the sustainability of financial services growth during the earnings call."
datetime: "2026-05-13T09:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286235819.md)
  - [en](https://longbridge.com/en/news/286235819.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286235819.md)
---

# CDW posts strong AI-driven revenue but faces margin strain

Revenue beats forecasts: CDW’s Q1 revenue rose 9.2% year over year to $5.68 billion, surpassing analyst estimates by 3.8% on AI and infrastructure demand. Margins under pressure: A shift toward hardware sales and supply chain challenges limited higher-margin services growth, keeping operating margin flat at 6.6%. Analysts seek clarity: Earnings call questions focused on AI deal profitability, hardware growth drivers, and the durability of financial services momentum.

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