Analyst Location
United States
Coverage
Regions
Matthew Eastwood
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On November 30, 2023, Dell Technologies held a quarterly earnings call and disclosed their 3Q24 financial results. Dell Technologies maintains two primary business units, Client Solutions Group (CSG) and Infrastructure Solutions Group (ISG...
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On November 28, 2023, Hewlett Packard Enterprise (HPE) announced its 4Q23 and FY23 financial results. The company reported that in the fourth quarter total net revenue declined 6% in constant currency (7% as reported) YoY to $7.4 billion. D...
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IBM's earnings release for 3Q23 reported revenue of $14.8 billion (+3.5% y/y @ cc, +4.6% y/y as reported) – the balance of this document will use constant currency growth unless otherwise noted. IBM generated free cash flow of $1.7 billion ...
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This IDC study provides IDC's top 10 predictions for the future of digital infrastructure for 2024."The digital infrastructure ecosystem will be heavily impacted by GenAI in the coming years," explains Mary Johnston Turner, research VP, Fut...
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This IDC Perspective discusses the events at HPE Discover 2023."HPE's transformation has been consistent, deliberate, and on point. The expansion of the HPE GreenLake portfolio and a consistent increase in assets under management, contract ...
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This IDC Market Perspective discusses Dell Technologies' annual user and partner conference, Dell Technologies World, which was held May 22–25, 2023, in Las Vegas and online. This document provides an overview and analysis of new products, ...
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HPE Discover 2023: Showcasing as-a-service Transformation