Dell przekroczył oczekiwania dzięki pracy zdalnej
Spadł zysk Della, biznes wciąż wydaje mniej na sprzęt niż w ub.r., ale zapotrzebowanie na pracę zdalną i chmurę pomogły korporacji przekroczyć spodziewany wynik.

Firmy wykorzystują obecną sytuację na rynku, by zmieniać swoje modele działania – twierdzi dyrektor operacyjny. Wskazuje kierunki zmian.
Dell zarobił mniej w II kw. finansowym (zakończył się 31 lipca br.), niż rok wcześniej, jednak przebił oczekiwania analityków. Zysk korporacji zamknął się w kwocie 1,1 mld dol. To prawie 70 proc. mniej niż przed rokiem. Wynik zmniejszył się przy przychodach niższych o 3 proc. r/r (22,7 mld dol.).
Klienci biznesowi wciąż kupują mniej sprzętu
Bilans II kw. pociągnęli w dół klienci biznesowi. W grupie infrastrukturalnej obroty na serwerach i sieciówce były niższe o 5 proc., a na storage’u o 4 proc. W sumie wyniosły 8,2 mld dol. (-5 proc. r/r). O 11 proc. zmniejszyła się sprzedaż do przedsiębiorstw w grupie komputerowej Della (client solutions). Tymczasem w sektorze konsumenckim obroty generowane głównie na PC były o 18 proc. wyższe niż przed rokiem, głównie dzięki laptopom do pracy w domu i urządzeniom dla graczy.
Edukacja ruszyła na zakupy
Są też segmenty wyraźnych wzrostów. Zamówienia w edukacji wzrosły aż o 24 proc. Tak jak w poprzednich kwartałach ogólny bilans Dell Technologies poprawił VMware (+10 proc.), który korzysta na przejściu klientów biznesowych do chmury.
Tak jak i pozostałym firmom z grona największych producentów komputerów, Dellowi sprzyja rozwój pracy i nauki zdalnej.
„Najnowsze dane pokazują, że praca w domu prawdopodobnie wzrośnie o 20 punktów w firmach każdej wielkości we wszystkich sektorach. Myślę, że ten wskaźnik jest zaniżony” – komentuje dyrektor operacyjny Jeff Clarke.
Niepewność na rynku utrzyma się
Jednak pandemia powoduje niepewność na rynku, która utrzyma się w tym roku. Jeff Clarke uważa, że przychody Della III kw. będą niższe niż przed rokiem.
Tym niemniej jego zdaniem pomimo niepewności obecnej sytuacji gospodarczej, długoterminowe trendy są dla Della korzystne.
Przyszłość jest hybrydowa
Dyrektor twierdzi, że przedsiębiorstwa muszą szybko się zmieniać, najpierw aby umożliwić pracę w domu, a następnie zdalną naukę.
„Przyszłość jest hybrydowa” – uważa COO Della. Obejmuje ona rozwiązania chmury publicznej, prywatnej, on premise, korzystanie z rozwijających się technologii jak 5G, analitykę danych na brzegu sieci i rozwój możliwości chmury hybrydowej.
„Teraz firmy wykorzystują tę okazję, aby na nowo opracować swoje modele dla przyszłości” – zauważa Jeff Clarke. Wskazuje na połączone rozwiązania, zautomatyzowane, oparte na danych.
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Szef HPE powątpiewa w wynik Dell Apex
CEO HPE jest "bardzo sceptyczny" wobec liczb Dell Apex. Rzecznik firmy wyjaśnia.