PC Refresh Cycle Delay Risk
Chip shortage causing price increases of ~20%; while channel partners have stocked up, end-customer demand may soften as prices are passed on, potentially delaying refresh cycles by 12-18 months.
REDINGTON / Q3-FY26 / risks
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TSG Margin Pressure from Competition
Technology Solutions Group faces margin compression due to excess competition and brand margin compression; management sees limited unilateral gross margin expansion ability.
SSG Short-Term Operating Leverage May Not Materialize
Management explicitly stated SSG investments in people and technology may not deliver operating leverage in short term; opex could grow faster than revenue as they intensify hiring and solutioning.
Arena One-Off Exit Costs Through Q4
Arena exit from connect and Turkish LRA businesses will result in one-time costs in Q4 as well; some collectibility issues in Bangladesh ($1.4M AR charge) also flagged as one-off.