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TD SYNNEX to acquire IPsense cloud business in Brazil

Published 12/09/2024, 14:46
SNX
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SÃO PAULO - TD SYNNEX (NYSE: NYSE:SNX), a prominent global IT solutions distributor, today announced its plan to acquire the cloud migration division of IPsense, a respected cloud solutions provider in Brazil. This strategic move is set to establish a new Cloud competence center in the country, aiming to enhance TD SYNNEX’s service offerings and support its business partners in transitioning customer workloads to the cloud.


The acquisition, which is subject to standard closing conditions, is anticipated to be finalized within the next 30 to 90 days. IPsense is renowned for its expertise in designing, integrating, and implementing Amazon (NASDAQ:AMZN) Web Services (AWS) solutions. Once the acquisition is complete, IPsense's sales model will be merged into TD SYNNEX’s two-tier distribution framework, which is expected to provide a more robust cloud solutions portfolio for end-user migrations.


Otavio Lazarini, President of Latin America and Caribbean at TD SYNNEX, underscored the significance of the acquisition for the company and its resellers in the region, noting that the enhanced capabilities will play a crucial role in the digital transformation efforts of Latin American companies.


Luiz Herculano, Founding Partner and Director of IPsense, expressed enthusiasm about joining forces with TD SYNNEX, emphasizing the growth opportunities and value this partnership will bring to the Brazilian market and potentially the broader Latin American and Caribbean (LAC) region.


It is important to note that IPsense's analytics, big data, and machine learning business is not part of this transaction. The remaining segment will continue under a new brand, managed by George Randolph.


TD SYNNEX, headquartered in Clearwater, Florida, and Fremont, California, serves over 150,000 customers across more than 100 countries. The company prides itself on uniting top-tier IT products and solutions from over 2,500 technology vendors, focusing on high-growth segments such as cloud, cybersecurity, and AI.


The information in this article is based on a press release statement from TD SYNNEX.


In other recent news, TD SYNNEX has announced a distribution agreement with Janam Technologies and expanded its partnership with eSentire, aiming to enhance cybersecurity and widen the availability of Janam's products. TD SYNNEX has also undergone key executive changes, with Patrick Zammit succeeding Richard Hume as President and CEO. In financial news, the company reported a 3% year-on-year growth in gross billings for the second quarter of fiscal 2024, totaling $19.3 billion. Despite a 4% decline in net revenue, the company saw an improvement in gross margins. RBC Capital upgraded TD SYNNEX's stock rating from Sector Perform to Outperform, citing expectations of solid growth in its Advanced Solutions segment. Meanwhile, BofA Securities revised its price target for TD Synnex to $132 from the previous $135, maintaining a Buy rating. These are recent developments, with TD Synnex expecting growth in the latter half of the fiscal year, driven by the upcoming PC market refresh and investments in AI.


InvestingPro Insights


As TD SYNNEX (NYSE: SNX) makes strategic moves to expand its cloud services in Brazil, it's noteworthy to consider the company's financial health and market performance. With a market capitalization of $9.45 billion, TD SYNNEX is a substantial presence in the IT solutions distribution industry. The company's commitment to shareholder value is evident through its aggressive share buyback strategy and a history of raising its dividend for three consecutive years, which is part of an 11-year streak of maintained dividend payments. This dedication to returning value to shareholders is a positive signal for investors looking at the company's long-term prospects.


From a valuation standpoint, TD SYNNEX trades at a P/E ratio of 15.4, which adjusts to 12.02 for the last twelve months as of Q2 2024, indicating a favorable earnings perspective relative to its share price. Furthermore, the company's strong free cash flow yield is reflected in its valuation, suggesting that the company is generating ample cash relative to its share price. This financial metric is particularly relevant for investors who prioritize cash flow in their investment decisions.


Investors and analysts keeping an eye on TD SYNNEX will find additional insights with the InvestingPro Tips, which include detailed analysis such as the company's performance in the Electronic Equipment, Instruments & Components industry, its valuation multiples, and its profitability predictions for the year. Currently, InvestingPro offers over 12 additional tips for TD SYNNEX, which can be found at InvestingPro SNX and may provide further guidance on investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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