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  • 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: 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: Dell Maintains Ownership of Dell Financial Services

    On March 31 st we announced several actions we were undertaking to improve the overall competiveness of the company. One of these actions included a strategic assessment of ownership alternatives for Dell Financial Services (DFS), focused primarily on the consumer and small/medium business revolving...
  • 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 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: 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 segmentation and the migration of computer systems...
  • 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: 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: 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...
  • Blog Post: Dell's Competitive Position in Blades

    Last week, we achieved yet another milestone in enterprise computing with the launch of our latest enterprise solutions - including our 11th generation PowerEdge servers, a new EqualLogic storage product, and new systems management capabilities. These offerings are specifically designed to help our customers...
  • Blog Post: 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 the company’s outlook. You may also listen...
  • Blog Post: 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". Over the past couple of weeks, the...