Dell business leaders and the Investor Relations team have recently been on the road attending conferences in New York, Las Vegas, Hong Kong, and London. Below are some of the highlights with links to full presentations and transcripts:
Citi Technology Conference: On September 5th, Dell President of Services Steve Schuckenbrock addressed investors at the Citi Technology Conference in New York City. Steve discussed Dell’s strategic priorities and highlighted that our solution-based strategy is working as we see our mix shift to the services and enterprise business. Going forward he stated that our value proposition to our customers is not a traditional IT outsourcing value proposition but helping them migrate from their legacy past to much more cost effective, more flexible, faster environments based on X86 architectures and cloud-based platforms with a converged stack of networking, servers, storage, software and services.
Raymond James European Investors North American Equities Conference: On September 11th, Aongus Hegarty, President of Dell’s EMEA Commercial Business addressed investors in London. Aongus focused on Dell’s progress in transforming to an end to end solutions company. To support our transformation, Aongus highlighted that we have acquired six companies over the last 12 months as well as other key Dell intellectual property and capabilities over the last two to three years. This has led to really strong solutions developed with Dell IP around server, storage, networking, and services. He highlighted that we differentiate ourselves by providing scalable and flexible solutions that avoid lock in while also being easy to use both from a deployment, maintenance and services perspective.
2012 CLSA Investors’ Forum: Dave Johnson, Senior Vice President, Corporate Strategy addressed investors in Hong Kong on September 12th. Dave discussed Dell’s strategy and transformational progress. He also shared the challenges our customers face today and Dell’s end-to-end IT solutions strategy to move customers from legacy IT to more agile and efficient IT infrastructures. He said that productivity can no longer come out of hardware but must come from services and software as we simplify the overall operating environment.
Deutsche Bank dbAccess 2012 Technology Conference: Vice President and General Manager, Enterprise Storage, Darren Thomas addressed investors at the dbAccess Technology Conference in Las Vegas on September 13th. Darren discussed Dell’s storage strategy and progress. He talked about our initial strategy of acquiring storage companies that are best in class in areas customers care about and that fit into Dell’s model of democratizing technology. This led Dell to acquisitions including EqualLogic (iSCSI storage and virtualization), Ocarina (data deduplication and compression), Compellent (fiber channel storage and tiering), AppAssure (data protection and back-up). He noted that we are now at the forefront of integration technology, no longer just a fast follower.