DellShares
-
@ Dell remains focused on high value systems and solutions while moving to growing and more profitable IT segments. $Dell
6:38 AM May 25th
via StockTwits Web
in reply to sspencer_smb
-
Thanks for joining the $Dell Q1 earnings conference call. Stay tuned for updates here and at
2:56 PM May 22nd
via StockTwits Web
-
We will now move to the Q&A portion of the call. To listen to Q&A, please join our webcast at $Dell
2:16 PM May 22nd
via StockTwits Web
-
For Q2, we expect revenue in line with normal seasonality of 2% to 4% Q/Q. $Dell
2:15 PM May 22nd
via StockTwits Web
-
While we are not off to the start we expected, we believe it’s too early in the year to adjust our FY’13 EPS outlook. $Dell
2:15 PM May 22nd
via StockTwits Web
-
Looking forward, $Dell has a healthy pipeline of business, and expect to gain momentum as the year progresses. $Dell
2:15 PM May 22nd
via StockTwits Web
-
Despite the good progress in ES&S, our overall revenue performance wasn’t where it needed to be in Q1. $Dell
2:14 PM May 22nd
via StockTwits Web
-
Now we'll hear from Brian Gladden to discuss our financial outlook. $Dell
2:14 PM May 22nd
via StockTwits Web
-
We are confident that we are positioning ourselves well for profitable growth and better execution in coming quarters. $Dell
2:14 PM May 22nd
via StockTwits Web
-
Consumer was our biggest challenge in Q1, with Consumer notebook revenue down 15%. $Dell
2:14 PM May 22nd
via StockTwits Web
-
SMB revenue was up 4% Y/Y driven by ES&S (up 17% Y/Y.) Growth was broad based geographically as all 3 regions grew. $Dell
2:13 PM May 22nd
via StockTwits Web
-
Public was -4% Y/Y. Seeing improvement in U.S. Fed. while K12 & Healthcare were lower than expected. $Dell
2:13 PM May 22nd
via StockTwits Web
-
LE revenue was -3% Y/Y driven by developed markets (-6%.) See a good pipeline, but some customer delays in spending. $Dell
2:13 PM May 22nd
via StockTwits Web
-
Exiting Q1, we have made modifications to our selling model that will improve results going forward (3 of 3.) $Dell
2:10 PM May 22nd
via StockTwits Web
-
While we have seen progress, there are opportunities to optimize our go-to-market approach (2 of 3.) $Dell
2:10 PM May 22nd
via StockTwits Web
-
We took action to accelerate our transformation by hiring sales specialists to focus on enterprise solutions (1 of 3.) $Dell
2:10 PM May 22nd
via StockTwits Web
-
Now we'll hear from Steve Felice to discuss business unit results $Dell
2:10 PM May 22nd
via StockTwits Web
-
Software and Peripheral business down 7% to $2.4B. Continues to be an area we see pruning of non-strategic elements. $Dell
2:09 PM May 22nd
via StockTwits Web
-
Services grew 4% to $2.1B, driven by 8% growth in support and deployment. Security was up 31%, driven by SecureWorks. $Dell
2:09 PM May 22nd
via StockTwits Web
-
We are seeing more Consumer spending on alternative computing devices, impacting both revenue and margins in Q1 $Dell
2:08 PM May 22nd
via StockTwits Web
|
- Name Dell IR Team
- Location For English speakers
- Web http://en.communi...
- Bio Information and Insight for the Investor Community
|
