Treat people like they don’t matter, and they’ll stop trying. That’s why Dell’s bleeding market share while Lenovo and HP eat our lunch.
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The big client refresh is basically stalled. Enterprises aren’t rushing to replace PCs and servers at historic cycles. Economic uncertainty, extended lifespans of hardware, and cloud migration all contribute. This hurts Dell disproportionately because of its heavy reliance on large refresh deals to hit numbers.
@a5 what is the cost per TB of TLC vs QLC
and in relation to product TB costs our customers pay - what is the total % change of margin with TLC vs QLC ?
Answer is very simple - it's 0.0x% or margin which means it doesn't matter
whole QLC discussion is creating different market tier and you can rebrand like Pure did with //C series which was TLC said to be QLC for years with on-purpose lowered IOPS and RT
some people apparently can't distinguish marketing from technology
Supermicro is taking server business from Dell and also other competitors HPe, pure, NetApp are ki-ling dell in the datacenter. The big client refresh is non-existent and AI forecasted revenues are tremendously exaggerated think and remember IOT and 5G...
@ak Pre Dell, EMC Storage did well and was the market leader but the Legacy Dell people will jump on this comment.
The two cultures and management never melded into one.
Dell leadership’s playing the short game squeezing people for margins now and betting the brand will hold, while quietly handing long-term market share to competitors.
If the ‘basic business idea’ is to make more by doing less, congratulations you’re just gift-wrapping your market share for the competition.
Sure, margin matters. But McKinsey’s shown that companies chasing margin at the expense of market share end up with both declining within 3–5 years. It’s like cutting off a leg to win a sprint.
You just explained how Sears went from retail giant to strip mall ghost.
Margins don’t create market share, people do. Keep your best people engaged, and margins take care of themselves. Ignore them, and you’re just funding your competitors’ growth.
@a5 Has storage ever hade a "good quarter"? Asking not out of spite but out of interest. I've been here for 10+ years and I can't recall ever seeing a slide where storage has exceeded the target, in most case even been close to meeting it. It seems to be one of those exercises where you keep on trying to do same thing over and over again and expect different results.
when Margie reach deals are only thing than companies trade market share for margin when reducing the same time costs
so what is you think 'error' is a cold calculated market division into high profits low cost operations
gains be reinvested to next-to-be high margin business
weird that you miss basic business idea
For CSG consumer we are making mediocre product and cutting back on support in local langauge forcing customer to go through AI chat bots and limiting support scope. With backlog in refunds, service - no wonder people are outraged. Our biggest advantage - great service - is long gone and is behind competittion already and getting worse due to cuts.
Put people first and you get higher profitability, productivity, and market share. It’s a beautiful thing, but Dell only cares about wall street.
Fake news
Because they are bleeding off their talent
Gallup, Harvard Business Review, and McKinsey have all published studies showing that companies in the top quartile for employee engagement see double-digit gains in profitability and market share over their disengaged competitors. The “people first → market share” link isn’t just feel-good HR fluff, it’s backed by decades of business data. Take notice Dell leadership!
I think Dell has improved since COVID, but competitors (especially Lenovo with Chinese manufacturing scale) have been better at maintaining inventory and faster ship times.
As a sales - storage product mgmt has a absolutly no idea what they are doing. We are lagging behind years in tech and innovation. We are absolutely late to everything and miss out on industry trends. Our arrays are powered by outdated intel chips that are half a decade old. QLC is still alien to us. Our costbase is too high so we be have absurd margin targets that make our pricing completely uncompetitive. Our product development is slow, even easy stuff takes years.
Forgot about pute
Dell talks a lot about AI, but NVIDIA, Supermicro, and even HPE are faster to market with turnkey AI infrastructure solutions.