TD Synnex reported record Q3 2025 gross billings of $22.7bn, up 12%, with strong growth in software (+26%), PC demand, and Advanced Solutions, where Hyve grew by over 30%. The company's performance is driven by its digital strategy, including the new Partner First portal, which unifies commerce, renewals, services, training, and community in a single digital experience powered by AI. The company is also strengthening its AI capabilities through initiatives such as Destination AI and AI Pioneers, as well as strategic collaborations with AWS and vertical software offerings.
TD Synnex Corporation (SNX) reported record gross billings of $22.7 billion for Q3 2025, marking a 12% year-over-year increase. The company's strong performance was driven by robust growth in software (+26%), PC demand, and Advanced Solutions, where Hyve grew by over 30%
5 Must-Read Analyst Questions From TD SYNNEX’s Q3 Earnings Call[1].
The company's digital strategy, including the new Partner First portal, has played a significant role in its success. The portal unifies commerce, renewals, services, training, and community in a single digital experience powered by AI. This initiative has streamlined operations and improved customer satisfaction
5 Must-Read Analyst Questions From TD SYNNEX’s Q3 Earnings Call[1].
In addition to its digital strategy, TD Synnex is strengthening its AI capabilities through various initiatives. The Destination AI program brings together OEMs, cloud providers, and ISVs to deliver scalable, customized AI solutions. The AI Pioneers program, a specialized apprenticeship program in North America, addresses the AI skills gap by fostering emerging AI/ML talent and connecting partners with real-world AI use cases
TD SYNNEX Evolves AI Go-To-Market Strategy Through Specialized AI Pioneers Program[2].
TD Synnex has also formed strategic collaborations with AWS and vertical software offerings to enhance its AI capabilities and drive growth. These partnerships aim to speed up AI use and cloud technology growth across various regions
TD SYNNEX’s Strategic Moves in the Tech World[3].
Despite the strong performance, TD Synnex faces challenges such as managing liquidity ratios and maintaining operational efficiency. The company's current ratio of 1.3 and quick ratio of 0.7 indicate that it needs to focus on cash flow management in the near term
TD SYNNEX’s Strategic Moves in the Tech World[3].
In conclusion, TD Synnex's Q3 2025 performance was driven by its digital strategy and AI initiatives. The company's strong growth in software, PC demand, and Advanced Solutions positions it well for future expansion. However, it must address liquidity and operational efficiency challenges to sustain its momentum.
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