Positioning Clients to Win within the Knowledge Period

Final week we introduced our This autumn and full-year fiscal 2023 monetary outcomes. We had one other robust 12 months with document profitability in a difficult setting. I wish to thank our clients and companions who trusted us with their enterprise. We delivered document full-year income of $102.3 billion, up 1%. We proceed to be #1 in servers and storage¹, and we anticipate to realize a number of foundation factors in mainstream server and storage income when IDC CY22 outcomes come out this month. In PCs, we gained greater than 140 bps of economic PC unit share in CY22² – our tenth consecutive 12 months of share features.

Whereas demand continues to shift, the uncertainty on this macroenvironment seems to be a lot totally different than others we’ve seen. Not like prior cycles, clients aren’t stopping digital investments. They proceed to plan IT tasks – at the same time as they scrutinize spend – as a result of expertise has change into too important to their competitiveness. Organizations are coping with growing complexity as knowledge turns into extra distributed throughout on-premises knowledge facilities, public clouds and on the edge. Dell Applied sciences and our end-to-end portfolio present our clients and companions with options to navigate the complexity. As priorities change, we proceed to be a trusted accomplice that may ship in any setting.

NASA is an thrilling instance. We’ve supplied them with computing programs and companies for greater than a decade, together with for the current Artemis 1 launch, which marked the to place people again on the moon because the Apollo 17 mission in 1972. Dell PowerEdge servers had been the compute muscle to assist NASA run flight software program functions, carry out system monitoring capabilities and analyze knowledge in real-time. In the meantime Dell Precision workstations helped NASA interpret the 185,000 knowledge factors and telemetry coming from monitoring the launch at each stage.

There are a number of methods insights and options are advancing human progress. Our clients are on the forefront of advancing sustainable communities and growing vitality effectivity inside their knowledge facilities and expertise choices. Take Philippines-based Central Bicol State College of Agriculture (CBSUA), for instance. Their good agriculture resolution is enhancing the college’s analysis applications and serving to with increased crop yields and improved meals security and safety for the Philippines. In India, PhonePe is offering monetary companies to greater than 435 million registered customers and 35 million retailers. They’re creating their first inexperienced knowledge heart designed with various cooling applied sciences that may facilitate fast and dependable transactions, whereas additionally serving to the corporate cut back its carbon footprint. And Siemens Good Constructing Options is working Desigo CC, a platform that creates high-performance, energy-efficient good buildings, on Dell OEM infrastructure. The platform consolidates disparate programs and workstreams into one view and helps facility managers use insights generated on the edge to enhance circumstances for constructing occupants.

Throughout industries, our clients are realizing efficiency, productiveness and effectivity features all through their IT environments. With hybrid work, the PC continues to be the highest productiveness software, and it’s being requested to do extra – together with telephony, collaboration, leisure and evaluation. This has led to a cloth reset in how customers and companies work. Zurich Insurance coverage Group is offering the newest Dell PCs and peripherals to its workforce. Configured to their particular wants, Zurich is guaranteeing workers can begin work instantly, from wherever, and assist clients throughout greater than 210 nations and territories. Brazilian oil and gasoline firm Petrobras is in the meantime reaching new ranges of effectivity with its new supercomputer, Gaia. The brand new HPC system will characteristic 7.7 petaflops of computing energy, permitting Petrobras so as to add one other highly effective exploration software to assist discover oil or gasoline each time they drill.

Dell APEX is one other approach clients are experiencing flexibility and predictability. Increasingly of our clients are shifting to as-a-Service to fight inflation and scale their companies. In FY23, we greater than doubled the variety of lively clients which have subscribed to Dell APEX options over the course of the 12 months. Just a few standouts throughout our portfolio:

• • Rede File, one in all Brazil’s largest media firms, is utilizing Dell APEX Flex on Demand to take an OpEx strategy to doubling its capability for brand spanking new high-definition content material and digital media archiving.
  • Greece-based Philosofish provides sustainably farmed recent Mediterranean fish to tables throughout Europe and the U.S. The corporate is taking a multicloud strategy, utilizing Microsoft Azure and Dell APEX Backup Companies after acquisitions boosted their annual manufacturing capability by 400%. Dell APEX ensures functions and knowledge are available and has supplied vital value financial savings.
  • The State College of New York (SUNY) is the most important college system in the US with 64 establishments and 1.3 million college students. As its particular person universities put together for knowledge heart refreshes, SUNY ITEC (Info Know-how Change Middle) – the IT managed companies supplier throughout the system – is popping to Dell APEX Non-public Cloud to optimize its sources at SUNY Potsdam and ship extra worth and richer experiences to college students, school and employees.
  • TMS Leisure, an animation manufacturing firm in Tokyo, Japan, has been creating hit works for greater than half a century. The corporate is present process a digital transformation to assist animation manufacturing, video licensing and merchandising initiatives – and backing up its complete virtualization infrastructure on to the cloud.

Our clients and companions are reaching aggressive benefit, popping out on high of their industries as they navigate the complexities of hybrid work, multicloud and the sting. With knowledge growing exponentially in each amount and worth, they’ll be well-positioned to innovate and serve their clients into the info period. And Dell Applied sciences will likely be with them each step of the way in which.

This materials contains details about non-GAAP working revenue and non-GAAP diluted earnings per share which aren’t measurements of monetary efficiency ready in accordance with U.S. usually accepted accounting ideas. We’ve supplied a reconciliation of the non-GAAP measures to essentially the most straight comparable GAAP measures within the slides captioned “Supplemental non-GAAP measures” right here.

¹ Per IDC WW Quarterly Enterprise Storage Methods Tracker CY22Q3, IDC WW Quarterly Enterprise Storage Methods Tracker CY22Q3, IDC WW Quarterly Enterprise Storage Methods Tracker CY22Q3, IDC WW Storage Software program and Cloud Companies Tracker CY22Q3, IDC WW Quarterly Converged Methods Tracker CY22Q3, IDC WW Quarterly Converged Methods Tracker CY22Q3, IDC WW Quarterly Objective-Constructed Backup Equipment Tracker CY22Q3, IDC WW Quarterly Enterprise Storage Methods Tracker CY22Q3, IDC WW Quarterly Server Tracker CY22Q3, IDC WW Quarterly Server Tracker CY22Q3

² IDC Worldwide PC Tracker This autumn CY22 Remaining Historic