Billings GrowthThe company reiterated its outlook for mid-to-high single-digit percentage billings growth driven by continued recovery in PC demand, data center investments, cloud deployments, increased hyperscale AI-driven capital expenditure, and expansion in software/security.
IT Spending EnvironmentOverall commentary from management indicates an improving IT spending environment.
Revenue GrowthExpecting year-over-year revenue growth in the second half of fiscal 2024 on strengthening demand for PCs and advanced solutions.