Dell: więcej kupił biznes, mniej konsumenci
Przychody Della w II kw. fiskalnym zakończonym 30 lipca wyniosły 15,5 mld dol., o 22 proc. więcej niż rok wcześniej. Najbardziej zwiększyła się sprzedaż serwerów i rozwiązań sieciowych.

Zysk operacyjny spółki wzrósł o 11 proc. do 745 mln dol., natomiast zysk netto wyniósł 545 mln dol. wobec 472 mln w II kw. fiskalnym ub. roku (wzrost o 16 proc.). Miniony kwartał na plusie zakończyła większość działów Della. Przychody ze sprzedaży serwerów i rozwiązań sieciowych zwiększyły się o 35 proc. Ponad 13-procentowy wzrost odnotował dział pamięci masowych, w którym dominują produkty przejętej przez Della marki EqaulLogic (powiększyła sprzedaż o 63 proc.). W porównaniu z ub. rokiem firma zarobiła o 57 procent więcej na usługach (1,9 mld dol). Przychody ze sprzedaży urządzeń mobilnych, głównie notebooków, zwiększyły się o 21 proc., a desktopów – o 17 proc.
Największy wzrost sprzedaży odnotowano wśród klientów korporacyjnych (4,5 mld dol. przychodu, o 38 proc. więcej niż rok wcześniej), głównie za sprawą większego zapotrzebowania na serwery, usługi i urządzenia mobilne. W grupie SMB wzrost był 25-procentowy (przychód 3,5 mld dol.). Klienci z tego segmentu kupili więcej serwerów i rozwiązań sieciowych (wzrost przychodu o 28 proc.), pamięci masowych (22 proc.), desktopów (29 proc.) i urządzeń mobilnych (32 proc.). Wartość sprzedaży w sektorze publicznym wzrosła o 21 proc. do 4,6 mld dol. Gorzej niż rok temu sprzedawały się produkty Della przeznaczone na rynek konsumencki. Przychody spadły do 2,9 mld dol., a zamiast zysku operacyjnego była strata w wysokości 21 mln dol. Spółka poinformowała o podjęciu kroków, które poprawią wyniki w tym segmencie. Nie podano jednak szczegółów.
Szef spółki Michael Dell, którego odejścia domaga się jedna czwarta udziałowców, podkreślił, że dane za II kw. fiskalny są odzwierciedleniem postępu, jaki poczyniła firma. Zapowiedział powiększenie portfolio rozwiązań data center.
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Szef HPE powątpiewa w wynik Dell Apex
CEO HPE jest "bardzo sceptyczny" wobec liczb Dell Apex. Rzecznik firmy wyjaśnia.