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TD Synnex CEO: Tech Data, Synnex Integration Lays Ground For Growth

‘I would expect that the experiences around our cloud platforms, the experiences around our as-a-service capabilities, the experiences around the depth of the portfolio, will provide a better experience versus if we had gone on our own for our major stakeholders,’ says TD Synnex CEO Rich Hume.

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TD Synnex share prices fell quite a bit after Tuesday’s fiscal third quarter financial report. What happened?

Obviously I can’t predict what it was that the market was reacting to. Certainly the earnings were above the consensus report. I think the revenue might have been a little bit light relative to consensus. That was an outcome of the supply constraint that the entire industry is faced with today. We had estimated that we’d have a level of constraint going into the quarter, but it was a bit greater than that overall.

What are the areas where you're seeing supply constraints ?

Traditionally we talk about the PC ecosystem segment and the advanced solutions segment. What I would tell you is, the backlog has grown. It was big and it’s getting bigger. And in fact, it’s across all major product categories currently, meaning PC ecosystems and advanced solutions. So the constraint is pretty much across the board right now.

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