Could cloud cast a shadow over Dell’s bottom line?
Public cloud is casting a shadow over Dell Technologies’ margins, according to industry analysts who suggest that the company’s efforts to tap into the cloud market may actually hit its bottom line.
The dire view of the cloud industry’s effect on Dell Technologies was outlined in a special report penned by Technology Business Research (TBR) principal analysts Stanley Stevens and Ezra Gottheil.
The analysis, which was informed by events at the Dell Technologies World 2018 customer and partner conference in Las Vegas — held between 30 April and 3 May — suggested that while public cloud poses a challenge to Dell Technologies, the proliferation of new technologies and solutions presents an opportunity for the company.
Dell Technologies, the analysts suggest, is addressing both challenges and opportunities well, successfully leveraging its broader scale and breadth.