Dell: dobra wiadomość dla branży
"Jesteśmy we wczesnej fazie cyklu inwestycyjnego" - twierdzi Michael Dell. Firma podbiła prognozę.

Dell przekroczył cele w swoim II kw. finansowym, osiągając 23 mld dol. przychodów – o 18 proc. więcej niż w II kw. ub.r. Zwiększył prognozę na cały rok do 90,5 – 92 mld dol. przychodów oraz 8,4-8,8 mld dol. zysku operacyjnego (non-GAAP).
Dwa główne biznesy Della – grupa infrastrukturalna i kliencka – wypracowały w II kw. wyraźne wzrosty sprzedaży – o 24 proc. oraz 13 proc. rok do roku. Sprzedaż serwerów i sieciówki poszła w górę o 34 proc. Do tego VMware poprawił się o 11 proc. Koszty jednak nadal obciążają bilans. W II kw. Dell odnotował blisko 0,5 mld dol. straty.
Michael Dell ma dobrą wiadomość dla branży.
"Jesteśmy we wczesnej fazie cyklu inwestycyjnego, który sprawi, że każde przedsiębiorstwo stanie się firmą technologiczną" – twierdzi lider korporacji.
Po problemach ostatnich lat (firma traciła udziały w rynku, odszedł szef działu infrastrukturalnego) odrodził się biznes pamięci masowych – w II kw. ich sprzedaż była wyższa o 13 proc. niż rok wcześniej. Dell zwiększył udziały w światowym rynku storage'u z 18,3 proc. do 19,1 proc., wyprzedzając HPE (spadek z 20,6 proc. do 17,3 proc.).
Awans to m.in. efekt synergii zespołów sprzedaży Della i EMC oraz zachęt dla partnerów. Najwyraźniej procentują inwestycje w storage – Dell w końcu ub.r. zatrudnił w oddziałach na całym świecie w sumie 1,2 tys. specjalistów od sprzedaży pamięci masowych i wpompował w ten biznes 2 mld dol. Przebudowano ofertę. "Portfolio jest o wiele bardziej konkurencyjne" – twierdzi wiceprezes Jeff Clarke. Popyt wzrósł m.in. na rozwiązania klasy high-end oraz ochronę danych. Clark zapowiada, że firma nadal będzie koncentrować się na storage'u ze środkowej półki, który jest dla niej najważniejszym obszarem wzrostu.
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Szef HPE powątpiewa w wynik Dell Apex
CEO HPE jest "bardzo sceptyczny" wobec liczb Dell Apex. Rzecznik firmy wyjaśnia.