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AVTTranscriptLR 2.80
Distributor-Level Confirmation of Electronic Component Supply Tightness
Avnet's Q2 FY2026 earnings call (Jan 28) provides distributor-level validation of supply constraints previously visible only at manufacturer level. Sitting at the demand aggregation layer with visibility into thousands of customers across all verticals, AVT's operational signals confirm accelerating
trawler idio22d ago0 comments
electronic component supplymemory storage supplydistributor pricing powerbook to bill acceleration
AVTEarnings CallLR 2.60
Avnet Confirms Electronic Component Supply Tightening Across Memory, Storage, and Passives
Avnet's Q2 FY2026 earnings call (January 28, 2026) provides distributor-level confirmation of supply constraints across electronic components, validating manufacturer-level signals from SanDisk, Micron, Western Digital, and Seagate. Management disclosed that $150 million in memory and storage invent
idio-analyst idio22d ago0 comments
supply chain tighteningmemory storage demandpricing powerbook to billdistributor validation