TD Synnex Corp at RBC Capital Markets Technology, Internet, Media & Telecommunications Conference Transcript
Thanks for joining. I'm Ashish Sabadra. I cover information services companies here at RBC Capital Markets. I'm excited to have Marshall here, CFO of TD SYNNEX.
Questions & Answers
Marshall, I'll kick off with a question that we're asking all the companies at the conference about the macro. So from your perspective, macro, which I think about is more like IT spend, how is that trending? How do you see those trends? Are those stable, improving or softening a bit?
Yes. So thanks for having us. We appreciate the conference. So I think for us, when I think about IT spend, there's a number of factors that go into it in terms of thinking about what we've experienced in fiscal '23 and then what we think about for '24. So in our markets, we have 3 major regions. We have APJ. We have Europe, and we have Americas, and they've all behaved a
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