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  • Blog Post: VLog with Dave Johnson, SVP of Corporate Strategy

    Recently on DellShares, we highlighted key strategic investments Dell is making around optimizing the value chain , differentiated view of the enterprise , and online leadership . I interviewed Dave Johnson, our SVP of Corporate Strategy, who provided more insight on our goal to deliver on all of our...
  • Blog Post: Review of Dell's 2009 Analyst Meeting

    Dell Equity Analyst Meeting Today more than 200 participants, including analysts and investors, joined us in Austin for Dell's Analyst meeting. There were also a record breaking number of webcast attendees for this meeting, where we broke our record of 400, rising to nearly 500 participants. This...
  • Blog Post: Dell - Perot Systems

    Today, Dell and Perot Systems entered a definitive agreement for Dell to acquire Perot Systems in a transaction valued at $3.9 billion. Terms of the pairing were approved by boards of both companies. We anticipate the combination will close by end of Dell's fiscal 4th quarter, pending regulatory...
  • Blog Post: CFO Brian Gladden Addressed Investors at Morgan Stanley’s Annual Technology Conference

    Brian participated in a fireside chat at the Morgan Stanley Annual Technology Conference yesterday. You can sign up and be notified in advance via email of these events . He started off by providing a brief overview of our latest quarterly and fiscal year results and then did some Q&A. In his message...
  • Blog Post: 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 we posted revenue growth of 10% on $16 billion...
  • Blog Post: Dell Takes the Reins in Online Commerce

    If you’ve been following our latest blogs on DellShares, you’ll see that we have highlighted key strategic investments Dell is making around optimizing the value chain and our differentiated view of the enterprise . I’d like to provide an update about the next chapter in our strategic...
  • Blog Post: CFO Brian Gladden Discusses Dell Q1 Fiscal Year 2010 Performance

    Dell announced first-quarter fiscal-year 2010 financial results on May 28 th . Brian Gladden , Senior Vice President and CFO, discusses the results and the company's outlook. Please review earnings materials on the Dell Investor Relations Q1 events page . All comparisons are year-over-year unless...
  • Blog Post: Dell’s Differentiated View of the Enterprise

    Recently we have been talking about our view of the enterprise and how it is different than many peers in our industry. Our approaching remains fairly consistent with Dell's view of open, standards based technology. Our simple philosophy is that customers want flexibility, less complexity and better...
  • Blog Post: Notice and Access and Interactive Year-in-Review

    In preparation of our upcoming Annual Meeting of Stockholders on July 18 th in Austin, we filed our proxy documents this week and began mailing ‘notice’ to shareholders. In the past, we mailed shareholders paper documents, including an annual report, proxy statement and voting instructions. As a result...
  • Blog Post: 1Q Earnings – Growing at a Premium to the Industry

    All comparisons are year-over-year unless otherwise noted. Industry growth rates exclude Dell. We announced Q1 results today. Revenue was up 9% to $16.1 billion on 22% unit growth. EPS were up 12% to $0.38 per share and cash from operations was $143 million and $4.2 billion on a trailing four quarters...
  • Blog Post: Year-End Review on Enterprise Strategy

    As we approach our fiscal year-end, we'd like to reflect on activities that occurred over the past year and how it ties to our overall strategy. Dell is transforming to a more solutions oriented company focused on efficient enterprise solutions that will provide cost savings and optimal efficiency...
  • Blog Post: 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 advantage means fixing things in our business...
  • Blog Post: Dell Seeing Demand Stabilization, Expects Slight Seq. Revenue Growth with Modest Margin Pressure in Q2

    This afternoon after the close of the financial markets, we shared a press release announcing that year-over-year demand for our information-technology products appears to have stabilized, and that we expect to report a slight sequential revenue increase in our fiscal second-quarter 2010, which ends...
  • Blog Post: 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, and small and medium businesses. In this conversation...
  • Blog Post: Dell’s Virtualization Strategy

    As I had previewed during our Q1 earnings call last month, I recently sat down with Brad Anderson, SVP and head of our Enterprise business, to get some more insight into our virtualization strategy, how it relates to our Server and Storage business, and virtualization's impact on the industry and...
  • Blog Post: Steve Felice, President of Small and Medium Business, Discusses SMB Business Environment

    As a follow-up to our Analyst meeting, I recently sat down with Steve Felice, president of Small and Medium Business , to discuss a range of topics that have received investor attention including: Dell's Go-to-Market Strategy Differentiation in the Channel Indirect Model in Asia Current...
  • Blog Post: Dell Equity Analyst Meeting - Day 2

    The second and final day of our equity analyst meeting featured presentations by Michael Dell, Chairman of the Board and CEO, and Don Carty, Vice Chairman and CFO. Right up front, Michael addressed Dell's ability to execute. He made it clear that Dell is making progress on transforming the company...
  • Blog Post: Comments on the Netbook Effect

    The netbook is a product category that has received considerable attention over the past several months from the media and investment community, so I wanted to share Dell's point of view on it. We see this relatively new product as another category of the notebook market and one that is growing rapidly...
  • Blog Post: 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 $1.1 billion and $3.4 billion on a trailing four quarters...
  • Blog Post: 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 . All comparisons are year-over-year unless otherwise...
  • Blog Post: Jeff Clarke, Vice Chairman, Technology and Operations, Discusses Progress on $4B Cost Initiative

    I recently sat down with Jeff Clarke, Vice Chairman, Technology and Operations , to discuss a range of topics that have received investor attention including: Declining Client ASPs in the commercial customer business Desktop and mobility virtualization Progress on our $4 billion cost initiative...
  • Blog Post: Dell Sees Further Softening in Global End-User Demand

    When Dell announced Q2 financial results on Aug. 28, 2008, we reported continued conservatism in IT spending in the U.S., which had extended into Western Europe and several countries in Asia. The company is seeing further softening in global end-user demand in the current quarter and we felt it was important...
  • Blog Post: Dell Files Tender Offer for Perot Systems

    We're moving right along with the acquisition of Perot Systems! Today, we commenced our tender offer to acquire the company. What is a tender offer you ask? The tender is a formal process of making a public offer directly to Perot's shareholders to buy their shares at the previously stated...
  • Blog Post: Dell Continues to Focus on Growth in Emerging Markets

    Growth in emerging markets is an important focus for Dell. IDC forecasts that emerging markets will account for 27% of global IT spending in 2011, up +10% Y/Y. This means, 54% of all 2011 IT spending growth will come from emerging markets. Dell has been several executing key strategies, such as localization...
  • Blog Post: 2008 Annual Meeting of Stockholders and Proxy Voting Results

    We held our annual shareholder meeting for fiscal year 2008 today in Austin. This was a great opportunity to introduce our new CFO Brian Gladden to our shareholders and to showcase some of the new products we have recently introduced. If you haven't already done so, I would encourage you to check...