Dell opanował niedobory dostaw i wybił się na rekord
Biznes PC Della osiągnął aż 27 proc. wzrostu w II kw. CFO koncernu wyjaśnia, jak firma radzi sobie niedostatkiem komponentów.

Znacznie zwiększyła się sprzedaż biznesowych PC, ruszył w górę segment infrastrukturalny – wynika z danych.
Duże zapotrzebowanie na komputery nadal poprawia wyniki Della. W II kw. finansowym zakończonym w końcu lipca br. koncern osiągnął wzrost przychodów o 15 proc., do 26,1 mld dol. Zysk wyniósł 880 mln dol., o 20 proc. mniej niż w ub.r. Wzrost o 18 proc., do 1,9 mld dol., odnotowano w ujęciu non-GAAP.
Rekord na PC i monitorach
Obroty były większe głównie dzięki biznesowi PC. Dell wprowadził na rynek rekordową ilość komputerów i monitorów. Client Solution Group była dzięki temu 27 proc. na plusie (14,3 mld dol.).
Co ciekawe, jeszcze większy wzrost zapotrzebowania odnotowano w segmencie biznesowym (+32 proc.), podczas gdy w konsumenckim +17 proc.
CFO: bezpośrednio zarządzamy komponentami
Dell wyszedł na solidny plus mimo niedostatku komponentów na rynku. Dyrektor finansowy Tom Sweet tłumaczy, że pomogła „wiodąca w branży wiedza na temat skali i łańcucha dostaw” oraz „aktywne zarządzanie popytem”.
„Od bardzo dawna zarządzamy bezpośrednio naszymi komponentami. Mamy wieloletnie relacje i partnerstwa. Nieustannie informujemy ludzi, jakie jest nasze długoterminowe zapotrzebowanie” – tłumaczy CFO.
Braki czipów na rynku utrzymają się
Według dyrektora ograniczenia w dostępności półprzewodników będą nadal doskwierać branży w przyszłym roku, zwłaszcza czipów zbudowanych z 8-calowych wafli, w których producenci inwestują niewiele, jeśli w ogóle, w nowe moce produkcyjne.
Jego zdaniem sytuacja nie poprawi się bez zwiększenia dostaw, a zbudowanie potrzebnych fabryk zajmie rok do trzech lat, w zależności od stosowanej technologii.
Wyższa rentowność na infrastrukturze
W grupie klienckiej Dell w II kw. osiągnął 7 proc. marży operacyjnej, a w grupie infrastrukturalnej 11,5 proc.
Wzrost na serwerach, spadek na storage’u
Grupa infrastrukturalna Della (ISG) zwiększyła sprzedaż o 3 proc. r/r. (8,4 mld dol.). W tym serwery i sieciówka były 6 proc. na plusie, a pamięć masowa odnotowała 1-procentowy dołek.
VMware z dużą marżą
Do bilansu Dell Technologies 3,1 mld dol. przychodów w II kw. dołożyło VMware, co oznacza wzrost o 8 proc. r/r. Wkrótce jednak VMware usamodzielni się. Póki co jest to najbardziej rentowny z dużych biznesów Della (27 proc. marży operacyjnej w II kw.).
Udział innych biznesów jest stosunkowo niewielki i skurczył się (288 mln dol. w porównaniu z 457 mln dol. w zeszłym roku).
Gospodarka w modelu „robienia wszystkiego z dowolnego miejsca”
Jak zauważa Tom Sweet, potrzeba łączności i produktywności w modelu „robienia wszystkiego z dowolnego miejsca” doprowadziła do znacznych wydatków na IT w wielu branżach i we wszystkich grupach klientów – od dużych przedsiębiorstw po małe firmy i konsumentów.
Sprzedaż Della znowu urośnie
W ocenie CFO perspektywy dla firmy są dobre, bo ożywienie gospodarcze wywołuje duży popyt w wielu sektorach. W aktualnym III kw. finansowym Dell spodziewa się wzrostów sprzedaży w jednocyfrowej skali (w porównaniu do II kw. finansowego), zarówno dla biznesu klienckiego, jak i infrastrukturalnego.
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Szef HPE powątpiewa w wynik Dell Apex
CEO HPE jest "bardzo sceptyczny" wobec liczb Dell Apex. Rzecznik firmy wyjaśnia.