Dell: rekordy i rozczarowanie
W minionym kwartale Della nie wszystko poszło zgodnie z oczekiwaniami, mimo że biznes PC osiągnął nowe szczyty.

Mimo ograniczenia wydatków klientów na infrastrukturę rośnie sprzedaż as-a-service, rozwiązań hiperkonwergentnych i wydajnych serwerów budowanych pod AI – informuje Dell.
Dell idzie na fali pracy zdalnej, śrubując rekordy sprzedaży komputerów, jednak cięcie budżetów w przedsiębiorstwach spowolniło biznes infrastrukturalny – wynika z danych producenta za III kw. finansowy, zakończony 30 października br.
Otóż zysk operacyjny Della w tym okresie wzrósł o 35 proc. rok do roku, do 1,1 mld dol., a zysk netto nawet o 60 proc., do 881 mln dol. Taki wynik firma osiągnęła w sytuacji, gdy obroty poprawiły się o 3 proc., do 23,5 mld dol.
„Bezprecedensowy popyt”
Spora część wzrostu jest związana ze zmianą struktury popytu w związku z pandemią. W biznesie urządzeń klienckich (głównie PC i tablety) przychody wzrosły o 8 proc., zapewniając ponad połowę obrotów Dell Technologies (12,3 mld dol.).
Ponieważ sprzęt kupowano głównie do domów, nie dziwi że sprzedaż konsumencka wzrosła bardziej (+14 proc.) niż biznesowa (+5 proc.).
Jak przyznał dyrektor operacyjny Jeff Clarke odnotowano „bezprecedensowy popyt” na rozwiązania do zdalnej pracy i nauki. Jednocześnie, jak twierdzi, firma rozwijała strategię sprzedaży w modelu usługowym – zgodnie z zapowiedzią w tym roku, a także rozwiązań hybrydowych i przetwarzania brzegowego.
Siadła sprzedaż storage’u
Z popytem na infrastrukturę nie było jednak tak dobrze, jak z urządzeniami klienckimi w III kw. Spadła zwłaszcza sprzedaż pamięci masowych – w ujęciu wartościowym o 7 proc. rok do roku.
„Jesteśmy rozczarowani tym wynikiem” – przyznał Jeff Clarke. Jego zdaniem dołek to efekt redukcji budżetów firm na rozwiązania infrastrukturalne z powodu Covid-19.
Dyrektor liczy na nową platformę all-flash, która powinna pociągnąć sprzedaż storage’u w górę.
Zmniejszyła się także sprzedaż serwerów i sieciówki – o 2 proc. – przez co cały biznes infrastrukturalny Della zamknął kwartał na 4-procentowym minusie. W przypadku serwerów zamówienia na maszyny z głównego segmentu były jednak wyższe niż w II kw. Wzrost odnotowano natomiast w przypadku urządzeń o dużej wartości, zbudowanych do korzystania z AI i uczenia maszynowego.
Jasnym punktem były rozwiązania hiperkonwergentne, gdzie odnotowano dwucyfrowy wzrost sprzedaży.
IT jako usługa na plusie
COO zapewnia jednocześnie o rosnącej popularności ofert w modelu usługowym – przychody zwiększyły się tutaj o 13 proc., a chodzi o niemałą kwotę – w sumie biznes ten wygenerował według Della 6 mld dol. w III kw. br.
VMware, czyli trzeci główny biznes Dell Technologies, kolejny kwartał z rzędu zwiększył wpływy – tym razem o 8 proc., do 2,9 mld dol.
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Szef HPE powątpiewa w wynik Dell Apex
CEO HPE jest "bardzo sceptyczny" wobec liczb Dell Apex. Rzecznik firmy wyjaśnia.