Ingram Micro Holding Corporation (INGM) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Please note that this conference is being recorded. I will now turn the conference over to your host, Willa McManman, Vice President of Investor Relations. Thank you, you may begin. Thank you, operator. I'm here today with Paul Bay, Ingram Micro's CEO, and Mike Zylis, our CFO. Before I turn the call over to Paul, let me remind you that today's discussion contains forward-looking statements within the meaning of the federal securities laws, including predictions, estimates, projections, or other statements about future events, statements about our strategy, demand plans, and positioning, growth, cash flow, capital allocation, and stockholder return, as well as our future expectations for future fiscal periods. Actual results may differ materially from those mentioned in these forward-looking statements because of risks and uncertainties discussed in today's earnings release and in our filings with the SEC. We do not intend to update any forward-looking statements. During this call, we will reference certain non-GAAP financial information. Reconciliation of non-GAAP results to GAAP results are included in our earnings press release and the related form 8K available on the SEC website or on our investor relations website. With that, I'll turn the call over to Paul. Thank you, Willa. Good afternoon, and thank you for joining today's call, which comes on the heels of the ransomware attack we experienced in early July. While no company wants to face the increasing reality of such an attack, our response reflects the way we do business as a platform company. Although some uncertainty remains regarding the potential impact on our business and future results, which Mike will address in more detail during the Q3 guidance discussion, I want to emphasize that the incident had no...