Wire · opportunities
CNXN Q2 Deep Dive: AI Adoption and Modernization Drive Broad-Based Growth
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Fusion42 · 1 September 2026 · Fusion42 review
Connection (CNXN) surpassed Wall Street expectations in Q2 2026 driven by widespread enterprise adoption of AI and modernization efforts across endpoint devices, infrastructure, security, and cloud platforms. Broad sales growth occurred across multiple sectors including retail, healthcare, financial services, and manufacturing, supported by strong backlogs and investments in AI-ready infrastructure.
This Wire brief sits within Fusion42's coverage of Enterprise Software.
◆ ◆ The Wire takeaway
You must target enterprise IT buyers accelerating AI and device refresh cycles now as they spend on AI-ready endpoints and data center modernization. Leadership in integrated, AI-capable infrastructure positions you to capture budget shifts amid persistent supply constraints and rising prices.
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1 source · 4 Aug 2026
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