Dell tnie prognozę o 2 mld dol.
Braki w zaopatrzeniu w procesory Intela i wojna handlowa USA z Chinami będzie drogo kosztować producenta.

Dell Technologies obniżył prognozę na aktualny rok finansowy, który zakończy się na początku lutego 2020 r. Zamiast 93 – 94,5 mld dol. przychodów, jak wcześniej zakładano, będzie 91,8 – 92,5 mld dol. Jako jeden z powodów niższego wyniku firma wskazała niedostateczną podaż procesorów Intela, która staje się w branży niekończącą się historią. Braki mogą wpłynąć na dostawy biznesowych modeli komputerów oraz konsumenckich z segmentu premium – ocenia Dell.
Intel przyznał niedawno, że niedoszacował skali popytu związanego z wymianą urządzeń z Windows 7 na nowsze. Uprzedził, że w IV kw. br. trzeba będzie nadal liczyć się z problemami z zaopatrzeniem w procesory, obiecując jednak, że pracuje nad możliwością zwiększenia produkcji.
Drugi powód cięcia prognozy przez Della to mniejsza od zakładanej sprzedaż serwerów, związana z kolei według producenta przede wszystkim z wojną handlową między USA i Chinami.
W zakończonym 1 listopada III kw. finansowym obroty Della w biznesie infrastrukturalnym poszły w dół o 16 proc., do 4,24 mld dol. Znacznie spadły dostawy serwerów na rynek chiński, jednak także niektórzy duzi klienci zamawiali znacząco mniej. Poza Chinami sprzedaż serwerów zmniejszyła się w jednocyfrowej skali. Przychody w segmencie PC zwiększyły się o 4,6 proc., do 11,41 mld dol. Kłopoty z dostępnością procesorów uderzyły więc w Della akurat w czasie, gdy zapotrzebowanie na komputery jest wyższe niż przed rokiem.
W rezultacie w minionym kwartale Dell Technologies zwiększył obroty w niewielkiej skali wobec ub.r. – o 1,2 proc., do 22,84 mld dol. Jednak zyski znacząco wzrosły, przekraczając oczekiwania – do 552 mln dol. wobec 895 mln dol. straty rok wcześniej. Do dobrego wyniku korporacji przyczynił się VMware, które osiągnął o 11 proc. wyższe obroty niż w poprzednim roku.
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Szef HPE powątpiewa w wynik Dell Apex
CEO HPE jest "bardzo sceptyczny" wobec liczb Dell Apex. Rzecznik firmy wyjaśnia.