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Business Wire (Thu, 9:00AM)
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Sell Dell After Weak EarningsRichard Cox • Tue, May 21 -
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Business Wire (Mon, 4:30PM)
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Business Wire (Mon, 11:05AM)
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Business Wire (Mon, 9:00AM)
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Business Wire (Mon, 7:00AM)
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Business Wire (May 17, 2013)
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Business Wire (May 17, 2013)
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Sell Dell After Weak EarningsRichard Cox • Tue, May 21
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Cheapness Is An Excellent CatalystJohn Huber • Mon, May 6
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Dell's CEO Discusses F3Q 2013 Results - Earnings Call TranscriptThu, Nov 15, 2012 • 1 Comment
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Dell Management Discusses Q2 2013 Results - Earnings Call TranscriptTue, Aug 21, 2012
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Dell's CEO Hosts 2012 Dell Analyst Meeting (Transcript)Thu, Jun 14, 2012
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Dell Management Discusses Q1 2013 Results - Earnings Call TranscriptTue, May 22, 2012
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Dell's CEO Discusses Q4 2012 Results - Earnings Call TranscriptTue, Feb 21, 2012
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Dell's CEO Discusses Q3 2012 Results - Earnings Call TranscriptWed, Nov 16, 2011 • 2 Comments
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Dell's CEO Discusses Q2 2012 Results - Earnings Call TranscriptTue, Aug 16, 2011 • 1 Comment
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Dell's CEO Discusses Q1 2012 Results - Earnings Call TranscriptTue, May 17, 2011
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Dell's CEO Discusses Q4 2011 Results - Earnings Call TranscriptTue, Feb 15, 2011
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Dell CEO Discusses F3Q2011 Results - Earnings Call TranscriptThu, Nov 18, 2010
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Dell CEO Discusses F2Q2011 Results - Earnings Call TranscriptThu, Aug 19, 2010
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Dell Inc. F1Q11 (Qtr End 04/30/2010) Earnings Call TranscriptThu, May 20, 2010
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Dell Inc. F4Q10 (Qtr End 01/29/10) Earnings Call TranscriptThu, Feb 18, 2010
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Dell Perot Systems Integration Conference Call TranscriptWed, Dec 16, 2009 • 1 Comment
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Dell Inc. F3Q10 (Qtr End 09/30/09) Earnings Call TranscriptThu, Nov 19, 2009 • 1 Comment
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Dell Inc. F2Q 2010 (Qtr End 07/31/09) Earnings Call TranscriptThu, Aug 27, 2009
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Dell F1Q10 (Qtr End 5/1/09) Earnings Call TranscriptThu, May 28, 2009
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Dell Inc. Q4 2009 Earnings Call TranscriptThu, Feb 26, 2009
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at MarketWatch.com (Thu, 4:23PM)
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Business Wire (Thu, 9:00AM)
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at MarketWatch.com (Thu, 7:01AM)
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at MarketWatch.com (Wed, 6:53PM)
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at MarketWatch.com (Wed, 6:24PM)
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at CNBC.com (Wed, 6:01PM)
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at MarketWatch.com (Wed, 10:18AM)
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at CNBC.com (Tue, 8:17AM)
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at CNBC.com (Mon, 6:14PM)
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Business Wire (Mon, 4:30PM)
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at CNBC.com (Mon, 4:29PM)
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Business Wire (Mon, 11:05AM)
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at Fox Business (Mon, 10:15AM)
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at Fox Business (Mon, 9:45AM)
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Business Wire (Mon, 9:00AM)
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Business Wire (Mon, 7:00AM)
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at CNBC.com (May 17, 2013)
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at Fox Business (May 17, 2013)
DELL vs. ETF Alternatives
Company Description
Dell listens to customers and delivers innovative technology and services they trust and value. As a leading technology company, we offer a broad range of product categories, including mobility products, desktop PCs, software and peripherals, servers and networking, services, and storage.... More
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- Thursday, May 16, 4:22 PM More on Dell: Revenue only fell 2% Y/Y after dropping 11% in FQ4 - Carl Icahn will notice. But gross margin -140 bps Y/Y to 20.6%; Dell was apparently willing to price more aggressively. Spending picked up: SG&A 15.7% of revenue vs. 13.9% a year ago, R&D 2.2% vs. 1.7%. Desktop sales only -2%, much better than FQ4's -14%. Notebooks -16% vs. -25%. PCs 49% of sales. Servers/networking (19% of sales) still strong, +14% vs. +18%. Storage still weak, -10% vs. -13%. Services +2%, up from -3%. 3rd-party software/peripherals -6% vs. -11%. $295M in Dell software sales (lifted by Quest). No guidance. DELL unchanged. CC at 4:45PM ET (webcast) (PR) 7 Comments [Tech, Earnings]
- Thursday, May 16, 4:02 PM Dell (DELL): Q1 EPS of $0.21 misses by $0.14. Revenue of $14.1B beats by $0.58B. (PR) 2 Comments [Earnings, Breaking News, Tech]
- Thursday, May 16, 12:10 AM Notable earnings after Thursday’s close: ADSK, AMAT, ARUN, BRCD, DELL, JCP, JWN, SINA, VNET Comment! [Earnings]
- Wednesday, May 15, 5:35 PM Notable earnings after Thursday’s close: ADSK, AMAT, ARUN, BRCD, DELL, JCP, JWN, SINA, VNET Comment! [Earnings]
- Tuesday, May 14, 11:38 AM Dell (DELL -0.6%) will deliver its FQ1 report on Thursday instead of next Tuesday and EPS will miss estimates, David Faber reports. Though light on details, Faber says annualized operating income will be "well below" the $3B the Street is looking for, and notes weaker free cash flow will hurt the ability of a buyer to lever up the company. Shares are down to $13.44, 2% below Michael Dell/Silver Lake's $13.65 offer price. Update: Dell confirms its FQ1 report will now arrive on Thursday afternoon. 5 Comments [Tech, Earnings, Breaking News, Top Stories]
- Tuesday, February 19, 4:59 PM More on Dell: The revenue beat might provide ammo for those wanting a higher LBO price. But many numbers are still bleak. Notebook sales -25%, desktops -14%, 3rd-party software/peripherals -11%, storage -13%, services -3%. Though lifted by M&A, servers/networking still a bright spot, +18% with Force10 up 100%+. Large enterprises -7%, SMBs -5%, public -9%, consumer -24%. Gross margin was 21.7%, +80 bps Q/Q and -60 bps Y/Y. Thanks to revenue drop, opex 16.8% of sales vs. 15.3% a year ago. DELL +0.4% AH to $13.85. CC about to start (webcast). (PR) (FQ3 data) Comment! [Tech, Earnings]
- Tuesday, February 19, 4:07 PM Dell (DELL): FQ4 EPS of $0.40 beats by $0.01. Revenue of $14.31B (-11% Y/Y) beats by $190M. No guidance provided. Shares +0.2% AH. (PR) Comment! [Tech, Earnings, Breaking News]
- Tuesday, February 19, 7:52 AM Dell (DELL) is scheduled to release its FQ4 earnings after the bell, with the Street forecasting that EPS fell to $0.39 from $0.51 and that revenue slid 11.9% to $14.12B. The problem for Michael Dell and his co-acquirers in the company's buyout is that if the results are too good, recalcitrant investors might have more ammunition in their quest for a higher offer. 1 Comment [Tech, Consumer, Earnings]
- Tuesday, February 19, 12:10 AM Notable earnings after Tuesday’s close: ADI, AMRS, ANAD, BAS, BJRI, CF, DELL, DX, FNF, GTAT, HLF, LLNW, MAR, MDRX, MM, NBR, NFX, QEP, SHO, SINA, TEX, ZIXI Comment! [Earnings]
- Monday, February 18, 5:35 PM Notable earnings after Tuesday’s close: ADI, AMRS, ANAD, BAS, BJRI, CF, DELL, DX, FNF, GTAT, HLF, LLNW, MAR, MDRX, MM, NBR, NFX, QEP,SHO, SINA, TEX, ZIXI Comment! [Earnings]
- Tuesday, February 12, 4:45 PM Pzena Investment Management (PZN): Q4 EPS of $0.08 misses by $0.01. AUM of $17.1B, up from $13.5B a year ago, with market gains accounting for 75% of the increase. The firm is a large holder of DELL and CEO Richard Pzena opposes the LBO. The conference call is set for 10 AM ET tomorrow. (PR) Comment! [Earnings, Financials]
- Thursday, November 15, 2012, 6:45 PM More from Dell's FQ3 call and slides: Large enterprises (-8% Y/Y, +5% for enterprise solutions) are said to be deferring discretionary IT purchases; that's backed up by October's earnings reports. Dell was a little more positive about SMBs (-1%, +15% for ES). Sales of DCS servers, used by Internet companies for "scale-out" deployments, rose 126% Y/Y. Networking +40%, boosted by Force10. More than one analyst suggested a big change is needed in PC strategy: cost cuts, price cuts (to maintain scale), and a retreat from the consumer market were among the suggestions. 2 Comments [Tech, Earnings]
- Thursday, November 15, 2012, 6:31 PM Mentioned within Dell's (DELL) FQ3 call and earnings slides: The company admits price pressure is hurting PC margins in spite of Dell's willingness to cede low-end share; it evaded a question about whether declining scale is also hurting. Native Dell storage sales fell 3% Y/Y, missing expectations. European and government demand remains weak, and emerging markets were especially soft (Lenovo could be a reason why). Services backlog totaled $15.8B, +2% Y/Y but -3% Q/Q. DELL -2% AH. HPQ -0.5%. (FQ3: I, II) Comment! [Tech, Earnings]
- Thursday, November 15, 2012, 4:25 PM More on Dell: Notebook sales -26% Y/Y (was -19% in FQ2) and desktops -8%, share losses a factor. Software/peripherals -11%, storage -16%, services -1%. Servers +11% and gaining share. Total enterprise solutions +3%. Consumer sales (PC-dependent) -23%, government -11%, large enterprises -8%, SMBs only -1%. Americas -9%, Asia-Pac -11%, EMEA -15%. Gross margin was 20.9%, down 70 bps Q/Q and 170 bps Y/Y. No shares repurchased, ending a string of huge buybacks. DELL now -1.1% AH. CC at 5PM ET (webcast). (PR) (slides) Comment! [Tech, Earnings]
- Thursday, November 15, 2012, 4:11 PM Dell (DELL): FQ3 EPS of $0.39 misses by $0.01. Revenue of $13.72B (-11% Y/Y) misses by $180M. Expects Q/Q revenue growth of 2%-5% in FQ4, below a consensus for a 5.6% increase. Maintains guidance for at least $1.70 in FY13 (ends in January) EPS. Shares +1.5% AH. (PR) 5 Comments [Tech, Earnings, Top Stories, Breaking News]
- Thursday, November 15, 2012, 12:10 AM Notable earnings after Thursday’s close: ADSK, AMAT, ARUN, ATW, DELL, DOLE, FMCN, GPS, INTU, MRVL, SHLD, SINA Comment! [Earnings]
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John Vincent
Carl Icahn increased $RIG stake to 6.18% & started new positions in $HLF, $CVRR, $DELL, and $NUAN. Details @ http://bit.ly/14A8JKi - View all 2 replies
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Ocean Man: Technically, CVRR was a spinoff from something he already owned. -
John Vincent: Yes, CVRR is a spin-off from CVI that IPOed on 1/17/2013 at around $25.
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pundr: and why put c. icahn almost a billion in it, at around 13$? i hope and know icahn will win. and then split and sell the company -
Wilson Wang: I don't think Icahn is going to win... He doesn't even have a plan together.
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ArZa: I certainly hope NOT! In the foreseeable future BB will be most effective as a standalone company.
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Retail Investor
$AAPL $DELL $GOOG $TARO What Bill Ackman and Carl Icahn should be looking at -> http://bit.ly/18j6GKV - View all 0 replies
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SA Editor Samir Patel
A rational look at the recent PC estimates. http://bit.ly/14ZViGo $INTC $MSFT $HPQ $DELL - View all 0 replies
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bilton: These quarterly reports have been published for decades. They're not guesstimates. They're actual numbers from the quarter just ended.
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David Jackson: Wonder whether smartphones are cannibalizing PC sales.
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Sunil Shah
$WDC still on Price/Cashflow of 7X whereas $DELL bid on 10X. And HDD's have a far rosier outlook versus PC's. Next MBO? Very likely! - View all 1 replies
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Sunil Shah: Silver Lake are you listening? Second chance to make big bucks for you
LATEST REPLIES
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John Vincent
Carl Icahn increased $RIG stake to 6.18% & started new positions in $HLF, $CVRR, $DELL, and $NUAN. Details @ http://bit.ly/14A8JKi - View all 2 replies
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Ocean Man: Technically, CVRR was a spinoff from something he already owned.
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John Vincent: Yes, CVRR is a spin-off from CVI that IPOed on 1/17/2013 at around $25.
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- View all 3 replies
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pundr: and why put c. icahn almost a billion in it, at around 13$? i hope and know icahn will win. and then split and sell the company
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Wilson Wang: I don't think Icahn is going to win... He doesn't even have a plan together.
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- View all 1 replies
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ArZa: I certainly hope NOT! In the foreseeable future BB will be most effective as a standalone company.
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bilton: These quarterly reports have been published for decades. They're not guesstimates. They're actual numbers from the quarter just ended.
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David Jackson: Wonder whether smartphones are cannibalizing PC sales.
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Sunil Shah
$WDC still on Price/Cashflow of 7X whereas $DELL bid on 10X. And HDD's have a far rosier outlook versus PC's. Next MBO? Very likely! - View all 1 replies
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Sunil Shah: Silver Lake are you listening? Second chance to make big bucks for you
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Daniel Nadler
Which Tech Hardware Stocks Do Best in the First Week of April: http://stks.co/eP6h $AAPL $QQQ $DELL - View all 2 replies
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jamesingram32: crikey, you could be correct. This morning, pre market, I thought there was no chance. TC mea culpa must be seen as a positive for china -
jamesingram32: crikey, you could be correct. This morning, pre market, I thought there was no chance. TC mea culpa must be seen as a positive for china
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Chris DeMuth Jr.
Why one investor thinks $DELL could be worth $24/share: http://on.barrons.com/ZtJmox - View all 3 replies
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Chris DeMuth Jr.: That was precisely the reaction that they were looking for when the wrote that proxy.
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Moses3rdeye: I had a lot of respect for Micheal Dell before this but what he's trying to do to share holders is sick, holding my short position
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Seppo2
NYT: SAC Capital Manager Arrested in Insider Trading Case http://nyti.ms/Xoxl8D $DELL $NVDA $NOK - View all 10 replies
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Seppo2: I am not saying that this is the case, or have any further proof, but it looks and smells like a fish to me...
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Yabkong: He's an techno specialist, who knows he may be plotting to bring the downfall of NOK
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Chris DeMuth Jr.
Carl Icahn Unleashed: Wall Street's Richest Man Is On The Attack -- Just Ask $DELL's Michael Dell http://onforb.es/10QqCEl - View all 3 replies
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gsterling: What do you think of the stub offering they are supposedly offering as part of the Dell deal?
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Chris DeMuth Jr.: I will have to see the details when they come out.
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Chris DeMuth Jr.
Looks like a 3-Way - http://bit.ly/14esHwT... battle for $DELL: Silver Lake vs. $BX vs. Carl Icahn as of yesterday. May the best win - View all 16 replies
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Heliopios: I've got faith the negotiations will end near the 17 marker -
Moses3rdeye: Downside risk if this thing blows up is too high and upside potential at $15 current best offer isn't worth it.
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Daniel Nadler
These Tech Hardware Stocks Typically Rally in the Last Week of March: http://goo.gl/snSb8 $AAPL $DELL $HPQ $BBRY $NOK $QQQ - View all 1 replies
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Moses3rdeye: Took a small short position at $14.13 I don't think an offer is coming from Blackstone, my gut feels shes gonna tank Monday morning.
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Schwarzenblitz: Yep...it has already taken a hit after-hours. I hope I can escape somewhat unscathed with my May '13 $15 calls
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SafisKusai: either way there is kind of a floor and i made a nice chunk of change selling bull put spreads (spread because of margin costs)
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Chris DeMuth Jr.: Good point well worth mentioning: CLWR is a catastrophe as a standalone going concern which makes weakens their hands in deal talks.
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Chris DeMuth Jr.
$DELL +>2.25% after hours. I'd like to think it was my article (http://seekingalpha.com/a/riuv) but it probably is $BX coming over the top. - View all 4 replies
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pundr: i hope we are seeing a higher bid price, iam very sure. icahn, southeastern, blackstone, the make this thing happen
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Chris DeMuth Jr.: I know and like the people at $BX. They will do what makes sense for them; in this case, there are deals with $DELL that make sense.