Strap in guys as the stock is going UP.
14 replies (most recent on top)
@an
You could not be any more wrong
"Blow" being the major descriptor.
@b7 attached support is high margin, it just amortizes over 3 years for most commercial customers.
All of that margin has now rolled off from the pandemic bubble. Jeff comes in and can claim victory as the big year over year support declines are done. Services mix will go back up in our GAAP reporting and margin will magically improve.
Uh, well, right this moment it's down 9%, so no, it's is NOT going up.
Buy out rumors flying around
storage down 3%. the only area where they could generate significant margin. no surprise if you have guys running this shithole who dont have a clue about Datacenter business.
Complete BS. Layoffs to make the numbers look good.
@ar CSG generates 65% of revenue, but its low margin revenue. ISG generates significantly more profit on less revenue. If Dell really wants to do more with less they'll throw csg out like the dirty laundry it is.
I dont know....If you take away AI server, business was pretty flat. CSG keeps shrinking and it is 65% of Dell's revenue. Let's hope those servers don't disappoint.
BTW, DELL is Customer B for NVDA.
It goes down like that because someone is manipulating the price to be higher so they (or their friends) can sell off their shares, which in turn causes supply to outpaced demand and the price goes down again.
Up or down doesnt matter.Staff get shafted and its still a toxic place to work.
Stocks always plummet after solid earnings.
...and the stocks already plummeting within the hour...