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0 0 0 0 0 -0.000380372765309928 -0.000380372765309928 1.35135552636002E-16
Stock impact report

Ingram Micro Holding Corporation Q4 2025 Earnings Call Summary [Yahoo! Finance]

Ingram Micro Holding Corporation (INGM) 
Company Research Source: Yahoo! Finance
Ingram Micro Holding Corporation Q4 2025 Earnings Call Summary - Moby Strategic Performance Drivers Revenue growth of 11.5% in Q4 was primarily driven by strong demand in client and endpoint solutions alongside significant sales of GPU and AI-related products. The Xvantage digital platform is transitioning into its third phase of value creation, focusing on using proprietary data to drive profitable organic growth and enhance operating leverage. Management attributes a 15 basis point gross margin compression in Q4 to high-volume, fulfillment-based AI infrastructure projects which carry lower margins but also lower costs to serve. Operational efficiency improved as self-service orders on Xvantage rose over 100% year-over-year, allowing for headcount reductions in major markets while increasing revenue per employee. The 'Intelligent Digital Assistant' (IDA) is accelerating sales cycles, with IDA-enabled transactions converting to orders at 3x the normal ratio and featuring Show less Read more
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