Overview
- The firm upgraded its full-year adjusted pre-tax profit guidance to at least £425 million, above analysts' consensus.
- Computacenter reported a record order backlog of £12.6 billion at the end of September, up from £9.3 billion at the end of June, giving clearer near-term revenue visibility.
- Company executives attributed the order growth to hyperscale and neocloud customers in North America and the UK buying AI-optimised data-centre hardware and services.
- Rapid demand for high-performance components has tightened supply and pushed prices higher, which is complicating procurement and affecting project margins.
- Markets reacted strongly to the update with reports of share rises in the high single digits to low double digits, increasing the value of major shareholders' stakes and highlighting a UK-listed winner from AI infrastructure demand.