During the first half of the year, I traveled to a dozen countries across these regions to meet with partners and team members and saw consistent themes across the markets.

Jul 30, 2026 / receipt, needs a key / Paul Bay, CEO | earnings call 2026-07-30 | transcript d88c44ec-d8a1-47a8-aedf-ca00bb6ece9e | chars 3418-3590 | segment 3

4.4 - 4.8% Opex Leverage Annually

ir_statement / Sep 16, 2026 / receipt

continue to right-size/optimize lower ROIC business

ir_statement / Sep 16, 2026 / receipt

Supply Chain Services reaccelerates as a strategic growth focus, supported by demand for integrated logistics and fulfillment solutions

ir_statement / Sep 16, 2026 / receipt

4.4 - 4.8% Opex Leverage Annually

ir_statement / Sep 16, 2026 / receipt

customer expansion

ir_statement / Sep 16, 2026 / receipt

Expansion of higher-value services and software mix partially offsets a mature hardware market

ir_statement / Sep 16, 2026 / receipt

Growing adoption of AI-related solutions and infrastructure supports accelerated growth across key markets

ir_statement / Sep 16, 2026 / receipt

market expansion, customer acquisition, and share gains

ir_statement / Sep 16, 2026 / receipt

Disciplined pricing supporting profitability, including use of machine learning to enhance pricing strategies

ir_statement / Sep 16, 2026 / receipt

Ongoing efficiency initiatives expanding operating margins

ir_statement / Sep 16, 2026 / receipt

Platform intelligent operating model accelerates margin expansion

ir_statement / Sep 16, 2026 / receipt

Efficiency initiatives help offset increasing SaaS and depreciation costs while maintaining disciplined expense growth

ir_statement / Sep 16, 2026 / receipt