Demand for profitable data center gear, the bruising PC market, the response to memory and SSD shortages and progress on cost cutting efforts are likely to be topics of discussion for Dell Technologies executives when the company reports first quarter financial results Thursday.
Thursday's report marks the second full quarter since Dell's $58 billion acquisition of EMC last September, and the company is carrying a lot of confidence following the annual Dell EMC World conference last month.
Still, Dell Technologies, the largest privately held IT firm in the world, isn't immune to challenges in key markets, particularly the continued contraction and consolidation of the global PC market, which is dominated by Dell and its two main PC rivals, HP Inc. and Lenovo. In the data center, Dell EMC has to contend with softening demand for high-end gear and an all-out assault by competitors like HPE and Cisco.
Here are five things to look out for in Dell Technologies Q1 financials.