Tag: EMC

Tin box shifter Dell saw its sales rise across the board as quarterly revenue hits $23 billion.

The vendor is now forecasting non-GAAP revenues of between $90.5 billion and $92 billion for its full fiscal year and non-GAAP operating income of between $8.4 billion and $8.8 billion.

Revenues increased by 18 percent in non-GAAP terms to $22.9  billion for the quarter, while non-GAAP operating income hit 13 per cent growth to $2.1 billion. The firm reported a GAAP operating loss of $13 million.

Its Infrastructure Solutions Group increased by 24 percent and Client Solutions Group 13 percent.

Servers and networking swelled 34 percent year on year and storage hit 13 percent sales growth.

VMware meanwhile grew revenues by 11 percent to $2.2  billion and logged $736 million  in operating income.

Dell claims to have pushed a record number of client units in Q2 and saw triple-digit growth for its VxRail and VxRack lines.

Michael Dell in a statement: “We are in the early stages of a global, technology-led investment cycle in which every company is becoming a technology company. As our results indicate, Dell Technologies is perfectly positioned to grow, gain share, drive innovation and be our customers’ best, most trusted partner on the journey to their digital future.”

Dell is currently gearing up to return to the stock exchange, which the firm claims will allow it to simplify its capital structure.

Dell EMC says it wants more than $50 billion in sales from its channel this year.

In a partner update the firm revealed that as it stands at the end of its third quarter $43 billion  was generated worldwide through the channel. However Dell wants to see that number grow that further and rolled out a number of incentives and programme enhancements to encourage more activity.

Joyce Mullen, president global channels, OEM and IoT solutions at Dell EMC, said that it estimated the potential size of the addressable market as being worth $3trn and that left plenty of room for more channel revenue.

“We want to continue this phenomenal momentum we have seen in this past year and we know exactly what it takes to get to $50 billion,” she said.

Global channel revenues were up by 9 percent at the end of of the third quarter with partners bringing in an additional 33,000 customers and the contribution from distribution was also up by double digits.

Michael Dell, CEO of Dell EMC, told partners: “We have worked hard to develop a world class portfolio and partner programme but we have just begun to scratch the surface. We are fully committed to winning and growing and becoming number one in the channel.”

The plans for the firm’s fiscal 2018 will be around focusing on profitable growth and there is a push to encourage resellers to sell more of the vendor’s storage portfolio.

Mullen said that the growth for 2018 would come from “attacking the market and taking share” as well as selling servers, storage and services, which she described as a “pot of gold”.

At the end of next month Dell will add more firms to its top tier of partners – the Titanium Black level, which includes Computacenter, Insight, World Wide Technology, SHI, ATEA, Fusion Storm, Bechtle and CDW.

The combined Dell and EMC partner programme was only launched a year ago and the vendor is not planning any major overhauls but is hoping some refinements, often requested by resellers, will make life easier.

Tin box shifter and CEO Michael Dell has said that moving away from grey boxes for a bit was one of his cleverer moves.

Talking to the assorted throngs at Dell World, Dell claimed the firm’s wider range of offerings and its EMC deal was a key to helping it thrive at a time when former PC rivals have faltered.

“In fact this last quarter we outgrew our competition and the last year to date all of our major PC competitors have declined while Dell is growing. We are the only one that is growing.”

He believes that the “physical reality is transforming into a digital reality” and firms that used to have a ‘physical businesses’ strategy must transform as well to stay afloat.

“This is what the best leaders are focused on,” he said.

Dell rejected claims that the firm would be overly distracted by its acquisition of EMC and the huge array of technology tools and products that it now owns. But nothing like that was happening.

Dell said the firm will still focus on the PC hardware space, as PCs were just as relevant now and in the future of connected devices and the burgeoning internet of things.

“PCs in all their various forms are deeply integrated into the computing, and this is especially so in the internet of everything and the innovation that is happening at the edge, and in another 15 years, we are going to have another 1000 times improvement.”