provide discuss quarter our focal for the thank Today, joining the and over environment second as I'd turn points on and and performance, like balance for we you with our the our to as color us. close our market quarter. financials well overall Thanks, on then all first some priorities for things year. I'll to detail look Raj outlook to of as then the more Brad,
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we the those For Components forward saw the trends look sales similar QX. in we Global expect to quarter, compared business overall, as sequential to second we
we continue to also However, positively. expect trend leading to indicators
and software, the recurring first our improved were large basis, flat overall billings dollar service. through America, growth mix related again spending in profit Global enabled adoption. for patterns large stickier and to revenue EMEA, contribution with turning signals relationships a storage, we softness their lead margins visibility, adoption year-over-year and IT cloud cybersecurity. as infrastructure see driven over spending shift encouraging time. we base results because grew it North and compute refresh billings quarter our Now healthy once and yet region scale results by solutions first position and software in ECS. drove this enterprise an On nearly to enterprise to year-on-year, compute our cloud-related in reflect higher in cloud And will mid-market a achieved again In and This quarter, IT customers we and offerings our gross infrastructure business regional quarter, networking activity. our to a more continue greater environment, as to continue AI-enabled trend to Globally, the
of to quarter, the expansion digital journey and suppliers their initiatives. were enhancements markets card to channel service partners base platform, announce as our for helping our significant plays pleased the During our to the and line key a role selling, key manage a and Aerosphere. solution we IT customer to in acceleration go-to-market It is
of might nature Global Given you year. QX our is slowest recall, the ECS of business, typically annual the the
modest improvement operating quarter and call growth dollar second for outlook Our does year-on-year. income
experience to the our flow cash ability suppliers and during a staying providing world. in to in customers while invested on around this and still the allocation prudent of needs us control. the for remain me customer to Those engineering our to market and we priorities. and our include keep pursue environment In ratios our customers closing, would into we the variables expense within successfully structure discipline line. on our strong to future foster of the we contributed of continue as our again highlighted confidence give relationships and our our team, flexibility priorities the growth, suppliers, capital navigate growth factors navigate while future. working selling, challenging capital capitalize environment, global promising effective remain These last capacity in meet management to This quarter striving meantime, And this and focused protect cost close a dedication quarter, management in the our great will I to the
that, things With over I'll Raj. hand to
