DellShares

DellShares

New insights and perspectives into Dell and the world of investor relations.

DellShares

New insights and perspectives into Dell and the world of investor relations.
  • Dell User Forum 2014

    Last week in Miami, FL we hosted the Dell User Forum for approximately 750 Dell executives, partners, sponsors and customer attendees. The conference, held annually in the US and Europe, offers an intensive, interactive learning experience across the...
  • Dell Turns 30!

    Thirty years ago, Michael Dell, a freshman at the University of Texas, founded a new computer company called PC’s Limited. He had an idea that would disrupt the industry, changing the way technology was manufactured and sold. Michael left school...
  • Dell Fluid Cache for SAN

    Dell Fluid Cache for SAN Our storage development team is focused on bringing organic innovation that is disruptive in today’s technological environment. We are very excited about the recent launch of our new Dell Fluid Cache for SAN solution...
  • Dell Announces Acquisition of StatSoft

    Today we announced the acquisition of StatSoft, a leading provider of advanced analytics solutions that deliver a wide range of data mining, predictive analytics and data visualization capabilities. StatSoft combines comprehensive statistical analysis...
  • Dell@Retail Event 2014

    Last week Dell hosted the third annual Dell@Retail event on March 3 rd and 4 th at the Moody Theatre in Downtown Austin, with Intel serving as our sponsor. 350 attendees, including 100 customers from North America and LATAM were in attendance to help...
  • Dell Security Solutions Address Today’s Cyber-Security Challenges

    Last week Dell released the results of a global security survey our software team commissioned to gauge security decision-makers’ awareness of, and preparedness for the new wave of threats plaguing IT security. Not surprisingly, the top areas of...
  • CES Recap

    Karina and I recently came back from a productive few days at CES in Las Vegas. As is always the case, while the number of people, logistics and information overload can be intimidating we managed to navigate all of these effectively and had some very...
  • Recap of Dell World 2013

    On Thursday, December 12th and Friday, December 13th, Dell hosted a large number of customers, partners, and influencers at our annual Dell World event in Austin, TX. This year’s event had an overarching entrepreneurial and purpose-driven theme...
  • One Month Post-LBO Update

    We are nearly thirty days into our new chapter as a private company and want to provide you with a brief update on changes to our financial reporting. What is not changing is our focus on our customers, long-term strategic initiatives and cash maximizing...
  • Dell Goes Private

    Earlier today we announced the completion of the acquisition by Michael Dell and Silver Lake Partners to take Dell private. The company has ceased trading and has commenced the process to delist its common shares from the NASDAQ Stock Market . Under...
  • Dell Stockholders Approve Merger Transaction

    Today, Dell stockholders approved the merger transaction in which Michael, in partnership with Silver Lake, will acquire Dell and take the company private. Dell stockholders will receive $13.75 in cash for each share of Dell common stock they hold, plus...
  • Dell Healthcare Solutions

    2013 marks the third consecutive year that Dell has ranked No. 1 in the healthcare rankings from leading industry analyst firm Gartner[1]. Gartner bases these rankings on total annual Global Information Technology revenue and Dell’s number one position...
  • Dell Reports Second Quarter Financial Results

    Today Dell announced its second quarter results for fiscal 2014. Revenue was $14.5 billion, flat Y/Y and up +3% sequentially. On a non-GAAP basis, operating income was $602 million or 4.1% of revenue and earnings per share were $0.25, representing a 50...
  • Dell Inc. Q2FY14 Twitter Session: Cautionary Language #DellEarnings

    Non-GAAP Financial Measures: This material includes information about non-GAAP operating income, non-GAAP net income, non-GAAP earnings per share, non-GAAP gross margin and non-GAAP operating expenses (the “non-GAAP financial measures”...
  • Notes from Dell’s 2013 Analyst Meeting

    On Wednesday May 29th and Thursday May 30th, Dell held its 2013 Analyst Meeting outside Austin, TX. Dell’s senior leadership team including Michael Dell, Karen Quintos, Jeff Clarke, Suresh Vaswani, Marius Haas, John Swainson, Steve Felice, and John...
  • Dell ProSupport Enterprise Suite

    As you know from our recent Q1 results, our Services business grew 2% Y/Y driven in part by 2% growth in our support and deployment business. The support and deployment business has been able to partially mitigate the decline in hardware unit sales by...
  • Dell Reports First Quarter Financial Results

    Today Dell announced fiscal 2014 first quarter results. Revenue was $14.1 billion, down -2% Y/Y and sequentially. Pricing adjustments that affected gross margins and continued acquisition-related costs in the quarter resulted in GAAP earnings of $0.07...
  • Dell Inc. Q1FY14 Twitter Session: Cautionary Language #DellEarnings

    Non-GAAP Financial Measures: This material includes information about non-GAAP operating income, non-GAAP net income, non-GAAP earnings per share, non-GAAP gross margin and non-GAAP operating expenses (the “non-GAAP financial measures”...
  • Dell’s BYOD Strategy and Solutions

    Yesterday at Dell’s “The Power to Do More—Accelerating Results” event held in San Francisco, John Swainson, President Dell Software, discussed Dell’s Bring Your Own Device (BYOD) strategy and family of solutions designed...
  • Dell Data Center Solutions

    Today if you use a search engine, update your status via social media, or generate a map on the internet to get directions, there is a good chance that a Dell server is making it possible. We can make such a bold statement because Dell powers 4 of the...
  • Solutions Introduced at South by Southwest

    S outh by Southwest (SXSW) Conference & Festival is one of the world’s largest and most unique convergence of music, film, and emerging technologies which was held in Austin, Texas from March 8-17, 2013. Since SXSW is held right in our backyard...
  • Preliminary Proxy Filing

    Today, the Special Committee of Dell’s Board of Directors filed the preliminary proxy statement regarding the proposed transaction, in which Michael Dell and Silver Lake Partners will acquire Dell and take it private. In light of the proposed transaction...
  • Dell Reports Fourth Quarter, Full Fiscal Year Financial Results

    Today Dell reported fiscal 2013 fourth quarter and full fiscal year results. Revenue was $14.3 billion in the quarter and $56.9 billion for the year. GAAP earnings were $0.30 per share in quarter, $1.35 per share for full year and non-GAAP earnings were...
  • Dell Inc. Q4FY13 Twitter Session: Cautionary Language #DellEarnings

    Non-GAAP Financial Measures This online content includes information about non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating income, non-GAAP net income, and non-GAAP earnings per share (collectively, the "non-GAAP financial...
  • Questions and Answers About the Dell Transaction

    We are posting this at the request of the Special Committee. Since the announcement of the going private transaction, Dell and its representatives have received numerous inquiries regarding the process that led to its approval. These matters will be addressed...