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DellShares
DellShares
Dell’s 2012 Industry Analyst Conference
30 Apr 2012
Last week Dell hosted the 2012 Industry Analyst Conference in Austin, TX. Industry analysts from around the world heard from Dell leaders who spoke to our progress and proof points of success in becoming an end-to-end solutions provider. The conference included keynotes highlighting how we are innovating and investing to expand our enterprise capabilities. We further discussed how these capabilities and associated solutions actually create competitive advantages for our customers. There were multiple customer panels demonstrating the value of these solutions capabilities . These customers were very clearly able to articulate why they partner with Dell rather than many of the other solutions providers in areas such as consulting and security services, public, private and hybrid cloud offerings and various forms of end user computing solutions. As we continue to enhance existing solutions and use our IP to develop new solutions, it is changing the conversations we’re having with our customers from one of hardware specifications to
...
Dell Announces Intent to Acquire Wyse Technology
Posted to
DellShares
on
2 Apr 2012
Dell Announces Intent to Acquire SonicWALL
Posted to
DellShares
on
13 Mar 2012
Conversation with Brad Anderson, President of Dell’s Enterprise Solutions Group
Posted to
DellShares
on
27 Feb 2012
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DellShares
Dell’s 2012 Industry Analyst Conference
Posted
15 days ago
by
David Mehok
0
Comments
Last week Dell hosted the 2012 Industry Analyst Conference in Austin, TX. Industry analysts from around the world heard from Dell leaders who spoke to our progress and proof points of success in becoming an end-to-end solutions provider. The conference included keynotes highlighting how we are innovating and investing to expand our enterprise capabilities. We further discussed how these capabilities and associated solutions actually create competitive advantages for our customers. There were multiple...
DellShares
Dell Announces Acquisition of Clerity Solutions and Intent to Acquire Make Technologies
Posted
1 month ago
by
Robert L Williams
0
Comments
This week Dell announced the acquisition of Clerity Solutions and signed a definitive agreement to acquire Make Technologies . These two companies are leading providers of IT modernization solutions, which represents a key solution strategy for Dell. IT modernization involves the transition of business critical applications from legacy computing systems (such as mainframes) onto industry standard infrastructure, including the cloud. It offers customers help to simplify, improve flexibility, reduce...
DellShares
Dell Announces Intent to Acquire Wyse Technology
Posted
1 month ago
by
Robert L Williams
0
Comments
Dell has signed a definitive agreement to acquire Wyse Technology , a global leader in cloud client computing, to significantly extend its desktop virtualization offerings and provide new market opportunities for the full range of Dell’s data center solutions and services. Wyse Technology, ranked #1 in thin client unit shipment volume in 4Q 2011, has grown revenues ~45% in the last year to ~$375M. IDC estimates that overall worldwide thin-client demand will grow 15% to approximately $3 billion...
DellShares
Dell Announces Intent to Acquire SonicWALL
Posted
2 months ago
by
David Mehok
0
Comments
Today we announced Dell’s intent to acquire SonicWALL , a leader in Unified Threat Management (UTM) solutions. This acquisition is an important next step in broadening Dell’s software portfolio in the critical area of security, which continues to be one of the biggest areas of concern for CIOs and IT executives in managing their IT environment. This segment of security is strategic with good projected growth. IDC estimates that the UTM segment will grow +13% per year through 2015. ...
DellShares
Conversation with Brad Anderson, President of Dell’s Enterprise Solutions Group
Posted
2 months ago
by
David Mehok
1
Comments
Today Dell announced the launch of new and enhanced enterprise solutions that provide our customers an end-to-end IT platform focused on simplified management, increased performance and superior long-term value. Brad Anderson , President of our Enterprise Solutions Group, joined us on DellShares to discuss today’s announcement. We invite you to listen to Brad as he provides perspective on the following: · How these solutions help Dell win in the competitive marketplace ·...
DellShares
Dell Acquires AppAssure
Posted
2 months ago
by
David Mehok
0
Comments
Today Dell announced the acquisition of AppAssure , a global leader in complete application protection for virtual, physical and cloud infrastructures. This acquisition is clearly aligned with our strategy of finding best-in-class technologies in rapidly growing areas of our business. Dell can accelerate profitable growth of AppAssure solutions through the distribution, scale and financial strength that we provide. Some key points that align with this strategy and provide more context on AppAssure’s...
DellShares
Dell President and Chief Commercial Officer Steve Felice and Senior Vice President and CFO Brian Gladden Discuss Dell’s Q4 Fiscal Year 2012 Performance
Posted
2 months ago
by
Robert L Williams
1
Comments
Joining us on DellShares this quarter, we have Steve Felice , President & Chief Commercial Officer, and Brian Gladden , Chief Financial Officer, giving us their perspective on the fourth quarter and discussing the progress we’ve made in executing on our overall strategy. Fiscal Year 2012 Q4 and full year highlights include: Revenue of $62.1 billion for the fiscal year, $16 billion in Q4 Record enterprise solutions and services revenue of $18.6 billion for fiscal year,...
DellShares
Engaging with the SRI Community
Posted
3 months ago
by
David Lear, Executive Director—Sustainability
0
Comments
Dell continues to look for ways to increase our engagement with the broad investor community. For many years, we have recognized the growing number of social investors, sometimes referred to as, Socially Responsibility Investors (SRIs), who include “non-traditional” vectors such as Environment and Social Governance when they evaluate the full value and risks associated with a company’s long-term performance. In 2008, Dell began engaging the SRIs by offering, in addition to...
DellShares
Mid-Market Design Focus
Posted
3 months ago
by
Robert L Williams
0
Comments
One differentiator we talk about Dell having is our mid-market design focus. The mid-market is the largest and fastest growing portion of a ~$2.7 trillion IT industry. It’s more than 60% of the IT industry and approximately 75% of the commercial IT industry. The mid-market includes customers from parts of our Medium and Large Businesses as well as Public customers in Health Care and Education. A mid-market design focus doesn’t mean we are bypassing other parts of the market. In fact,...
DellShares
Highlights from Dell Storage Forum
Posted
3 months ago
by
David Mehok
0
Comments
From primary storage to archive, Dell is integrating key technologies across our portfolio to meet the needs of a variety of customers and optimize data everywhere. At our Dell Storage Forum event in London last week, customers and channel partners heard Dell executives discuss the strategy behind Dell Storage, our vision for the future, our growing partner sales channel and joint innovation with leading technology alliance partners. We also unveiled the following new storage solutions to advance...
DellShares
Dell Strengthens Go-To-Market Structure
Posted
4 months ago
by
Robert L Williams
0
Comments
Today, Dell announced that as of Q1 FY13 (February 4 th , 2012) all of Dell’s customer business segments (Public, Large Enterprise, Small & Medium Business, and Consumer) will report to Steve Felice, who has been named President and Chief Commercial Officer. This move will create a sales organization that is more customer-focused, collaborative, and better able to deliver innovative and practical solutions that accelerate the evolution of our go-to-market organization, further simplifying...
DellShares
Fall Conference Series Continued: Enterprise Solutions Group
Posted
4 months ago
by
Robert L Williams
0
Comments
Over the last two weeks our Enterprise Solutions Group has been on the road discussing our Enterprise Solutions strategy. Brad Anderson (SVP, Enterprise Solutions Group) attended the Barclays Technology Conference on December 7 th and Darren Thomas (VP and General Manager, Storage) and Dario Zamarian (VP and General Manager, Networking) joined the Raymond James IT Supply Chain Conference on December 13 th . Below are some of the highlights. Enterprise Solutions Strategy: Dell is building out solutions...
DellShares
Kicking Off the Fall Conference Series: Recap of Fireside Chat with Steve Felice at Credit Suisse
Posted
5 months ago
by
Robert L Williams
0
Comments
Investor Relations attended the Credit Suisse Annual Technology Conference this week where attendees and those viewing conference events live or via webcast replay heard from Steve Felice (President, Consumer, Small and Medium Business) where he discussed Dell’s strategy, recent financial results, and industry topics. Dell executives will be speaking at additional conferences in the upcoming weeks where you can tune in and view their presentations via webcast. Brad Anderson (SVP, Enterprise...
DellShares
Jeff Clarke, Vice Chairman, Global Ops & End User Computing Solutions, and Brian Gladden, CFO, Discuss Dell’s Q3 FY’12 Performance
Posted
6 months ago
by
Robert L Williams
0
Comments
This quarter, we are happy to welcome Jeff Clarke and Brian Gladden to DellShares to provide their view on the third quarter and discuss progress we have made in executing on our strategy. Dell announced its third-quarter fiscal-year 2012 financial results after the market close on November 15. Revenue in the quarter was $15.4 billion, flat year over year, with enterprise solutions and services revenue at a record $4.7 billion. GAAP EPS was $0.49, up 17% from the prior year, and non-GAAP EPS was...
DellShares
Dell Inc. Q3FY12 Twitter Session: Cautionary Language #DellEarnings
Posted
6 months ago
by
Robert L Williams
0
Comments
Non-GAAP Financial Measures This Twitter session 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 measures"), which are not measurements of financial performance prepared in accordance with U.S. generally accepted accounting principles. A detailed discussion of our reasons for including the non-GAAP financial measures and the limitations...
DellShares
Dell Reconnect: Sustainable Success
Posted
6 months ago
by
David Mehok
0
Comments
Each quarter during quiet period, we like to take the opportunity to update you on one of our Corporate Responsibility initiatives. This quarter, we have invited Becky Zertuche to provide an update on Dell Reconnect , our partnership with Goodwill Industries. Becky is responsible for the daily work of keeping Dell Reconnect alive and growing. Dell Reconnect is seven years strong and growing. In October 2004, Dell partnered with Goodwill Industries of Central Texas (Austin) and the City of Austin...
DellShares
Dell World: Live Online
Posted
7 months ago
by
Robert L Williams
0
Comments
Perhaps you have heard about Dell World , an event Dell is hosting later this week for IT professionals who plan, deploy and manage enterprise technology. The event will bring together leaders and visionaries to discuss such topics as embracing consumerization and the cloud, harnessing the power of social networking, virtualization, and the data deluge. While we are not hosting any investor related events at this year’s Dell World, we would like to invite you to experience the event online...
DellShares
Dell Silicon Valley R&D Center
Posted
7 months ago
by
David Mehok
0
Comments
On October 19 th , Dell will hold the ribbon cutting ceremony for its Silicon Valley Research and Development Center . This investment in the Santa Clara campus is another example of Dell’s commitment to expand our solutions capabilities. Dell will also hold a career fair to identify key talent needed to leverage Dell’s recent acquisitions of Force10 , Ocarina , and Scalent to generate new Dell IP in high-growth businesses, including networking development , storage development , security...
DellShares
Dell’s 2011 Corporate Responsibility Report
Posted
7 months ago
by
David Mehok
0
Comments
We recently released our 2011 Dell Corporate Responsibility Report which outlines the key accomplishments we achieved over the past year. At Dell, corporate responsibility is not just a report compiling statistics and awards. It’s about the way we operate as a company every day. It’s about creating stakeholder value, while being mindful of our planet and sustainable work practices at every step. It’s our teams around the world coming together to give back to the communities in...
DellShares
Board Authorizes Additional $5 Billion for Stock Repurchase
Posted
8 months ago
by
Robert L Williams
0
Comments
Yesterday after market close, we announced that our Board has authorized $5 billion for stock repurchase. This is an addition to the $2.16 billion remaining from prior authorizations at the end of the Q2 FY12. Over the past five years, we’ve been able to more than double the percentage of capital we’ve allocated to research and development, capital expenditures and acquisitions while continuing an ongoing stock repurchase program. This authorization allows us the flexibility to continue...
DellShares
Dell Appoints Three New Board Members
Posted
8 months ago
by
Robert L Williams
0
Comments
Last Friday, we announced the appointment of three new Board members, effective immediately. The new members are: Janet Clark of Marathon Oil Corporation; Laura Conigliaro, retired partner at Goldman Sachs; and Ken Duberstein from The Duberstein Group. This brings the size of the Board up to a total of thirteen members. In its search for new members, the Board is focused on the goal of adding independent directors with broad expertise & diverse backgrounds. Specific qualities the Board has...
DellShares
Dell Collaborates with the Dutch Sustainable Trade Initiative (IDH) to Improve Working Conditions at Suppliers in China
Posted
8 months ago
by
DELL-Jannie B
0
Comments
We periodically like to provide you with an update on our efforts in Corporate Responsibility. An example of one of these initiatives is Dell’s collaboration with IDH on improving working conditions at suppliers in China. Dell is working with leading electronics companies and non-governmental organizations (NGOs) in a program designed to improve working conditions at the supplier level by finding innovative ways to address nonconformance issues. Initially the program’s work will focus...
DellShares
Dell Investor Relations Answers Social Media Questions
Posted
8 months ago
by
Robert L Williams
1
Comments
Last week we asked our social media audience for questions around our overall strategy. We received a lot of great questions. Our answers to several of the questions can be found below. Many of the other questions were answered during our Q2FY12 Earnings Call which can be replayed in the webcast found here . Thanks for all the great questions! Enterprise Solutions and Services Q ( 1nvestor ): What business segment will garner the largest percent of your expansion efforts in the next two...
DellShares
CFO Brian Gladden and Senior VP Enterprise Solutions Group Brad Anderson Discuss Dell’s Q2 Fiscal Year 2012 Performance
Posted
8 months ago
by
Robert L Williams
1
Comments
I am pleased to have Brian Gladden , Senior Vice President and CFO, and Brad Anderson , Senior Vice President, Enterprise Solutions Group, join us on DellShares to provide their view on the second quarter, discuss our strategy, and our outlook for the remainder of the year. Dell announced its second-quarter fiscal-year 2012 financial results on August 16 th . Revenue in the quarter was $15.7 billion, up 1% over last year and 4% sequentially, with enterprise solutions and services revenue...
DellShares
Dell Inc. Q2FY12 Twitter Session: Cautionary Language #DellEarnings
Posted
8 months ago
by
Robert L Williams
0
Comments
Non-GAAP Financial Measures This Twitter session 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 measures"), which are not measurements of financial performance prepared in accordance with U.S. generally accepted accounting principles. A detailed discussion of our reasons for including the non-GAAP financial measures and the limitations...
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