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.
  • Welcome to 21st Century IR

    Michael Dell said to Bloomberg in July "We have an enormous opportunity in front of us, but it will require some changes''. Dell Shares, our new investor relations blog is among those changes and opportunities. It's an exciting initiative...
  • Dell Driving Actions to Enhance Competitiveness and Optimize Operations

    I know that sounds like a mouthful, so let me take a few minutes to discuss what we announced today . In May of last year, we announced we were taking steps to improve the competiveness of our operating model, profitability and cash flow. Restoring competitive...
  • Quarterly Dividends

    Recently, we received a comment from a shareholder unhappy with our use of cash and lack of quarterly dividend, so we thought this would be an excellent opportunity to address the topic in the form of a blog post. First, we appreciate the comment and...
  • Retail Initiative Update

    Last Thursday, we announced that in the next several weeks, Dell XPS and Inspiron PCs would be carried in over 900 U.S. Best Buy locations and at bestbuy.com . With this agreement, Dell PCs will be available in over 10,000 locations worldwide, which in...
  • 3Q Earnings – Making Steady Progress to Long-Term Goals

    Tonight, we announced the results from our fiscal third quarter and hosted our first conference call in over a year (a replay of the call and downloads of the financials & presentation can be found here ). Since wrapping up our investigation , this...
  • Shareholder Meeting and Share Repurchase Announcement

    Yesterday, Dell held its annual shareholder meeting for fiscal-year 2007. It was postponed from July of this year due to the delay in the filing of our Fiscal 2007 10K and Proxy. It's been a busy few days for our IR team - our first earnings conference...
  • Dell Announces New Global Segmentation around Key Customer Segments

    Today we announced actions to further globalize our operations around four key customer segments including large enterprise, public, and small and medium businesses. The leadership for these new units will be Steve Schuckenbrock (large enterprise), Paul...
  • 2Q Earnings – Optimizing for Growth, Profit and Cash Flow Over Time

    All comparisons are year-over-year unless otherwise noted. Industry growth rates exclude Dell. We announced Q2 results today. Revenue was up 11% to $16.4 billion on 19% unit growth. EPS were down 6% to $0.31 per share and cash from operations was ...
  • Dell Announces New CFO

    Today we announced that Brian Gladden will be joining Dell as Senior Vice President on May 20 th and he will assume the role of CFO on June 13. Brian will succeed Don Carty, who has made a lasting positive impact on Dell's financial organization since...
  • Corporate Responsibility – Listen, Commit, Deliver

    Each quarter as earnings approaches, I get an opportunity to discuss our sustainability efforts at Dell. This quarter, I'm excited about presenting our first ever Corporate Responsibility report - Listen - Commit - Deliver for fiscal year 2008. Actually...
  • 3Q Earnings - Executive Q&A

    Chairman and CEO Michael Dell and CFO Brian Gladden Discuss Dell Q3 Fiscal Year 2009 Performance Dell announced third-quarter fiscal-year 2009 financial results on Nov. 20. Michael Dell , chairman and CEO, and Brian Gladden , discuss the results and...
  • EqualLogic

    This week, we announced a definitive agreement to acquire EqualLogic , a provider of iSCSI storage products in the fast-growing storage area network market. While the deal still requires regulatory approval, we're extremely pleased to be acquiring...
  • CFO Brian Gladden Discusses Dell Q4 Fiscal Year 2009 Performance

    Dell announced fourth-quarter fiscal-year 2009 financial results on Feb. 26. Brian Gladden , Senior Vice President and CFO, discusses the results and the company's outlook. Please review earnings materials on Dell Investor Relations Q4 events page...
  • Anticipated Q4 Expense Items Toward $3 Billion in Cost Reductions

    In March last year, we announced actions to enhance the company's competitiveness , improve our cost structure and optimize operations. At that point, we announced the closure of desktop manufacturing in Austin. More recently, we announced a new global...
  • Launching Windows 7 – Will it generate an upgrade cycle?

    As we meet with investors, we have been getting a lot of questions about a pending corporate upgrade cycle and whether Windows 7 will be a catalyst for PC demand. First, let me say that we're very excited about the Windows 7 launch next week. Dell...
  • Client Reinvention: Building the Most Flexible and Effective Value Chain

    On our Q4 earnings call , we highlighted how we've essentially reached our $4B COGS and OpEx cost savings goal, which was targeted for completion by the end of FY11 and we introduced a strategic initiative that we have described as "client reinvention"...
  • Dell Storage – Dell EqualLogic, PowerVault and now Compellent

    Dell storage has come a long way in the past three years. We have transitioned from being mostly a reseller of storage to becoming a full provider of storage technology. Storage is an area that not only enhances Dell’s technology offerings, but...
  • CFO Brian Gladden Discusses Dell Q3 Fiscal Year 2010 Performance

    I am pleased to have Brian Gladden , Senior Vice President and CFO, join us on Dell Shares to provide his views on the third quarter, the economy, industry demand, and the Perot acquisition . Dell announced third-quarter fiscal-year 2010 financial...
  • 2009 Annual Meeting of Stockholders and Proxy Voting Results

    Today Dell held its 2009 annual meeting of stockholders in Austin, Texas. This meeting comes on the heels of our analyst meeting earlier this week and gives us the opportunity to share our views directly with our shareholders that attended either in person...
  • CES and Retail Update

    Dell was at CES this week, showcasing a number of products that reflect our effort to reinvigorate our global consumer business through improved design and functionality; highlighted by our new Crystal LCD monitor, the all-in-one XPS One desktop, and...
  • PartnerDirect Expands to EMEA

    When you look at the world and see that the number of people online will double from 1 to 2 billion in a few years, it makes a compelling case for understanding where this growth is coming from and how well your company is positioned to take advantage...
  • 4Q Earnings – Making Progress Against Long-Term Priorities

    All comparisons are year-over-year unless otherwise noted. Last Thursday, we announced our fiscal fourth quarter 2008 results; the replay of our conference call and a copy of our transcript can be found on the investor relations web site. For the quarter...
  • Dell Completes MessageOne Acquisition

    Dell today announced the completion of its $155 million acquisition of MessageOne. Steve Schuckenbrock, SVP and President, Global Services and CIO, wrote a blog covering today's close of MessageOne and its context within a broader services strategy...
  • Dell's Services Strategy

    We have been getting a lot of calls and questions today. Many are wondering about Dell's services strategy, especially in light of the news in the tech industry today . In fact, many of our customers enjoy the benefits of the partnership between Dell...
  • Brian Gladden, CFO, Sits Down to Discuss Dell's New Global Segmentation and Business Units

    Thanks for joining us on Dell Shares. I recently sat down with Brian Gladden, Senior Vice President and CFO, to discuss our recent announced actions to further globalize our operations around four key customer segments including large enterprise, public...