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Brian Gladden posts

Dell's Latest Quarter Good (Sales) and Bad (Margins)

Posted Feb 22nd 2010 12:20PM by Brian White (RSS feed)
Filed under: Earnings Reports, Competitive Strategy, Dell (DELL)

As Michael Fowlkes reported on a few days ago, Dell (DELL) reported Q4 earnings that topped estimates at $14.9 billion in revenue (compared to the year-ago $13.43 billion), but saw profit drop from $351 million to $334 million. Additionally, margins slipped from 18.2% to 17.4%, missing estimates. As expected, desktop PC sales dropped while notebook sales increased dramatically.

But the catch is this: larger competitor Hewlett-Packard (HPQ) reported strong sales in both the desktop and notebook segments, 16% and 25% respectively. This points to HP's continuing appetite for Dell's business, which hasn't let up in more than 24 months. What is Dell to do? HP and IBM Corp. (IBM) are ruling the services consulting market, and even with Dell's recent acquisitions, it's not enough.

Continue reading Dell's Latest Quarter Good (Sales) and Bad (Margins)

Dell: we'll outsource every new product one at a time

Posted Mar 4th 2009 4:40PM by Brian White (RSS feed)
Filed under: Products and Services, Dell (DELL)

Dell Inc. (NASDAQ: DELL) indicated on Tuesday that it wold continue outsourcing what it could in relation to new product launches. As the company continues to try and save another billion in costs, Dell's CFO told an audience that "one new computer or server at a time" would be thrown to a manufacturing partner for production.

What used to be Dell's bread-and-butter -- internal, made-to-order product manufacturing -- is slowly falling by the wayside.

Continue reading Dell: we'll outsource every new product one at a time