We expect -8% organic growth in Q3e (vs -16% in Q2). HP and Dell supports the upcoming PC replacement cycle. Small negative revisions (-1-4%), but BUY case intact.

27 Jun 2024
On the way back to growth again

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On the way back to growth again
- Published:
27 Jun 2024 -
Author:
ABGSC IT Research | Daniel Thorsson | Simon Granath -
Pages:
11 -
We expect -8% organic growth in Q3e (vs -16% in Q2). HP and Dell supports the upcoming PC replacement cycle. Small negative revisions (-1-4%), but BUY case intact.