Dell: 1,1 mld dol. zysku. Wydatki na IT przesuwają się na infrastrukturę
Biznes PC zwolni tempo. Utrzymają się problemy z komponentami - przewiduje Dell.

Z powodu lockdownu w Chinach wzrosły zaległości Della. W tym kwartale nadal będą kłopoty z częściami, a transport pozostanie drogi.
W swoim I kw. finansowym 2023, zakończonym 29 kwietnia br., Dell zwiększył przychody do 26,1 mld dol. (+16 proc. r/r), w tym jedna piąta pochodziła z usług (+11 proc.).
Serwery i sieciówka ponad 20 proc. na plusie
Grupa infrastrukturalna pokazała sprzedaż wyższą o 16 proc. (9,3 mld dol.), głównie dzięki serwerom i sieciówce (+22 proc., 4 mld dol.), podczas gdy przychody z pamięci masowej były wyższe o 9 proc. (4,2 mld dol.).
Po stronie Client Solutions Group, czyli komputerów, monitorów i innych urządzeń końcowych, sprzedaż także sporo wzrosła, o 17 proc. (15,6 mld dol.), a wynik pociągnęły zakupy przedsiębiorstw (+22 proc., 12 mld dol.). Segment konsumencki poprawił się jedynie o 3 proc. r/r (3,6 mld dol.).
Zysk netto Della w I kw. okazał się większy o dwie trzecie niż rok wcześniej i wyniósł 1,1 mld dol.
Lockdown w Chinach zwiększył zaległości w dostawach
Dell tak jak inni dostawcy nie uniknął problemu niedoborów półprzewodników, co uderzyło zarówno na biznes infrastrukturalny jak i komputerowy. Co więcej, lockdown w Chinach zwiększył zaległości producenta.
Jeff Clarke spodziewa się, że pozostaną one na obecnym poziomie co najmniej przez II kw. finansowy (do końca lipca br.), ze względu na popyt i problemy związane z łańcuchem dostaw.
Koszty komponentów wzrosną, transport pozostanie drogi
O ile w I kw. koszty komponentów do najważniejszych produktów spadały, ale wydatki na logistykę pozostały wysokie. Jednak Dell spodziewa się, że w II kw. koszty komponentów zwiększą się, a transportu pozostaną wysokie.
Dyrektor zapewnia, że Dell dobrze sobie radzi w obecnych warunkach.
„Jesteśmy w stanie korzystać z naszej rozległej sieci 25 fabryk, 50 różnych centrów realizacji na całym świecie, które zasadniczo pozwalają przenieść każde zamówienie do dowolnej fabryki” – zapewnia. „Teraz nie możemy tego zrobić z dnia na dzień. Trzeba zdobyć materiały, przenieść zamówienia” – dodaje.
Gospodarka oparta na danych ciągnie biznes infrastrukturalny
Dell mimo niedoboru części odnotował szósty z rzędu kwartał wzrost dostaw serwerów i czwarty z rzędu kwartał wzrostu na storage’u. Infrastructure Solutions Group odnotowała rekordowe przychody w I kw. i piąty z rzędu kwartał wzrostu.
Jak komentuje Jeff Clarke wzrost napędza gospodarka oparta na danych – potrzeba coraz więcej mocy obliczeniowej i pamięci masowej.
W I kw. zaobserwowano wzrost popytu na pamięć masową, w tym ochronę danych, HCI, rozwiązania podstawowe, jak high-end, a najszybciej rosnącą architekturą pamięci masowej w historii firmy są rozwiązania midrange (PowerStore).
Wydatki na IT przechodzą z urządzeń klienckich do infrastruktury
„Dell dostrzega rotację wydatków na IT z Client Solutions Group do Infrastructure Solutions Group” – twierdzi Chuck Whitten, co-COO Della, ponieważ według niego firmy wykorzystują transformacją cyfrową i automatyzację do rozwiązywania pilnych problemów, a technologie i strategie biznesowe łączą się. Firma oczekuje wzrostu biznesu infrastrukturalnego w całym roku obrotowym, natomiast spodziewa się, że dynamika biznesu PC wyhamuje, z tego względu, że konsumenci zwalniają tempo zakupów.
Szereg niewiadomych wisi nad rynkiem
Jednocześnie Jeff Clarke zwraca uwagę na szereg niewiadomych: problemy geopolityczne, inflacja, aktualne wyzwania w łańcuchu dostaw, ograniczenia dotyczące czipów i lockdowny.
Jak przekonuje elastyczność i możliwości Della pozwala osiągać lepsze wyniki niezależnie do warunków.
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Szef HPE powątpiewa w wynik Dell Apex
CEO HPE jest "bardzo sceptyczny" wobec liczb Dell Apex. Rzecznik firmy wyjaśnia.