Dell prosperuje dzięki trendowi „rób wszystko z dowolnego miejsca”
Pierwszy kwartał roku finansowego przyniósł Dellowi rekordową sprzedaż i zysk większy o 400 proc. Firma wskazuje powody.

„Potrzeba łączności przełożyła się na rekordowe zapotrzebowanie w zeszłym roku i utrzymuje się w tym roku” – twierdzi CFO firmy.
Utrzymujący się popyt na sprzęt komputerowy, ale też śmielsze inwestycje firm w infrastrukturę, wyśrubowały wyniki Della do rekordowych poziomów.
W I kw. roku finansowego, który zakończył się 30 kwietnia br., Dell Technologies osiągnął 24,5 mld dol. przychodów, o 12 proc. więcej niż przed rokiem. To również o ponad 1 mld dol. więcej niż spodziewali się analitycy.
Koncern nadal prosperuje dzięki popytowi na sprzęt do home office. Sprzedaż w biznesie PC (grupa CSG) wspięła się na nie widziany dotąd poziom 13,3 mld dol., o 20 proc. wyższy niż przed rokiem.
Do tego wyniku mocno przysłużyli się konsumenci, wydając o 42 proc. więcej na sprzęt kliencki Della (3,5 mld dol.). Jednak przedsiębiorstwa również ruszyły na zakupy PC (+14 proc. r/r, 9,8 mld dol.).
Zysk netto sięgnął 938 mln dol. (2,13 dol. na akcję). Analitycy oczekiwali jedynie 1,62 dol.
Kolejne rekordy przychodzą po najlepszym w historii roku finansowym Della, zakończonym na początku stycznia br.
Wybrane wyniki finansowe Dell Technologies w I kw. roku finansowego 2022
Kwota (mld dol.) | Zmiana rok do roku | |
Przychody | 24,487 | 12% |
Marża brutto | 31,3% | bz |
Zysk operacyjny | 1,375 | 96% |
Zysk netto | 0,938 | 415% |
„Do-anything-from-anywhere economy” motorem wzrostu rynku
„Wyniki były napędzane przez „ekonomię robienia wszystkiego z dowolnego miejsca” (do-anything-from-anywhere economy), w której technologia umożliwia łączność i wyniki dla nas wszystkich” – komentuje dyrektor operacyjny i wiceprezes Della, Jeff Clarke.
„Potrzeba łączności przełożyła się na rekordowe zapotrzebowanie w zeszłym roku i utrzymuje się w tym roku” – dodaje.
Rosnącą sprzedaż powoduje według CFO także znaczne przyspieszenie transformacji cyfrowej: „Patrząc w przyszłość, widzimy, że technologia staje się coraz ważniejszym elementem globalnej gospodarki i społeczeństwa„. Uważa, że dalsze możliwości stworzy „napędzana danymi” przyszłość.
Braki komponentów kulą u nogi branży
Jednocześnie dyrektor przyznaje, że niedobory komponentów wpłyną na wyniki aktualnego II kw. finansowego, a problemy z dostępnością podzespołów jego zdaniem branża będzie odczuwać do przyszłego roku.
Storage nadal w spadkowym trendzie
Nie wszystkie aspekty biznesu Della świeciły pełnym blaskiem w I kw. br. Należy do nich storage. Od końca 2019 r. firma nie osiągnęła wzrostu przychodów w tym segmencie (w ujęciu rok do roku) i to ponownie nie udało się w I kw. nowego roku finansowego, mimo, że było blisko (spadek wyniósł zaledwie -0,2 proc. r/r). Przychody na storage’u wyniosły w I kw. 3,8 mld dol.
Chmura hybrydowa przyciąga storage
Dyrektor finansowy zapewnia natomiast, że nastąpił gwałtowny wzrost popytu na pamięć masową w związku z koncentracją klientów na chmurze hybrydowej. Przewiduje dalszy pozytywny trend na storage’u w tym roku.
Wyniki głównych biznesów Dell Technologies w I kw. finansowym 2022
Przychody (mld dol.) | Zmiana rok do roku | Marża zysku operacyjnego | Zmiana rok do roku | |
Grupa kliencka (CSG) | 13,305 | 20% | 8% | +3pp |
Grupa infrastrukturalna (ISG) | 7,911 | 5% | 10% | bz |
VMware | 2,991 | 9% | 28% | bz |
Infrastruktura 5 proc. na plusie
Większe wzięcie miały jednak serwery Della (+9 proc. r/r wartościowo), dzięki temu w sumie biznes infrastrukturalny poprawił się o 5 proc. w I kw., do 7,9 mld dol.
Dell i VMware pozostaną w ścisłym sojuszu
Do rekordów Dell Technologies przyczynił się wydatnie VMware. Na IV kw. 2021 r. zapowiedziano operację wyjścia Della z udziałów w specjaliście od wirtualizacji. Ma ona przynieść Dellowi ponad 9 mld dol. CFO twierdzi natomiast, że obie firmy nadal będą łączyć silne strategiczne więzy. Planowana jest nowa „umowa dystrybucyjna”.
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Szef HPE powątpiewa w wynik Dell Apex
CEO HPE jest "bardzo sceptyczny" wobec liczb Dell Apex. Rzecznik firmy wyjaśnia.