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Michael Dell On VMware Spin-Off, Supply Shortages And Channel Commitment

“We’ve never been more optimistic about our ability to innovate, delight customers and deliver growth, and create value for all of our shareholders in the coming years,” said Dell in an exclusive interview with CRN.

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Overall, can you talk about Dell’s market momentum in 2021?

We had a really strong first half of the year and second quarter. We’ve never been more optimistic about our ability to innovate, delight customers and deliver growth and create value for all of our shareholders in the coming years.

We have leadership positions in large, stable, expanding markets and strong underlying fundamentals. We’re driving a differentiated strategy to seize the tremendous growth that’s ahead of us. We are the clear No. 1 [market share leader] in external storage. No. 1 in hyperconverged. No. 1 in mainstream servers and data protection appliances. Our client solutions business is No. 1 in revenues.

We’re investing heavily in a number of high-growth opportunities where we think we’re uniquely positioned to win: multi-cloud, edge, telecom, 5G, data management, [artificial intelligence and machine learning] workloads, and protecting our customers from ransomware with our Cyber Recovery solutions. We’re also prioritizing customer outcomes and modernizing our business model with APEX [as-a-service offerings].

If you look at the second quarter, our revenues were up 15 percent to $26.1 billion. We launched APEX, and that’s off to a strong start. We’ve continued to enhance our industry-leading VxRail hyperconverged systems. We’ve shipped a series of new ruggedized Poweredge servers. We’ve launched our Dell EMC streaming data platform that offers real-time analytics at the edge. We announced our open cloud-native telecom ecosystem to help build the next generation in 5G infrastructure and give communication service providers the open architecture that they want. Our client business was super strong in the second quarter, up 27 percent with strong growth in laptops, specifically our business laptops with Latitude and Precision. We introduced our new Dell Ultra Sharp webcam. We launched our Alienware X series for gaming laptops.

Our strategy is resonating with customers, with our team members and with our shareholders. Our first half results really show it.

 
 
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