J P M O R G A N North America Equity Research 09 October 2026 Hardware & Networking Channel Talk: Takeaways from Discussion with a Large U.S. VAR on Enterprise Spending and OEM Trends (1-212) 622-4527 manmohanpreet.singh@jpmchase.com Marc Vitenzon (1-212) 622-3342 marc.vitenzon@jpmchase.com J.P. Morgan Securities LLC We recently connected with leaders of the client device as well as server and storage practices at a large U.S. VAR to collect feedback on broader demand and customer spending trends in recent ...