Did JC take note? We saw no crazy t-shirt.
What I did notice was the fact that the usual amount of gushing heart and clapping emojis were replaced with a barage of the laughing face emoji... that was until they disabled the emojis!! So fragile!
17 replies (most recent on top)
Deepseek with a budget a 100th of the IT budget at Dell shook the world.
Dell, here is a new laptop with 2% more speed than last but with more fan noise.
My 'Strategy Cascade - do Job and get Paid
"The random people walking in the background were super distracting"
Yeah that was weird.
Perhaps word got to him the oversized tee shirts made him and the company look foolish?
It’s time for activist investors to step in here and shake-up the entire board (JC included). In the face of lightning speed change in the tech market and the strategy hasn’t changed? A day late and a dollar short as usual.
With DeepSeek, Project Stargate, Meta and Grok. There is no AI roadmap. I don’t think we ever really had one but it looks like the way is shut. It’s a fumble like the cloud solutions all over again. JC is utterly sc--wed. As is Dell. But unlike the rest of us he has a golden parachute he will probably pull, giving the ol “going to spend time with family” exit. That said I have a strong feeling MD will exit and sell the company as a whole within the next 3-5 years.
Where was the actual strategy in how we gain market share ….. oh sorry just manifest it ! This look bad for JC , good comments on this thread
I turned off the audience reactions, so I missed all the laughing/ crying emojis. That is hilarious.
Word on the street is that Michael put him in charge of getting the stock to $200—no matter what it takes. But his strategy is falling apart, and he’s scrambling. He won’t back down completely, but there’s definitely some serious unease at the top. Without stock gains keeping them tied to the company, top talent is going to start walking. That Patagonia vest over one of his ridiculous t-shirts wasn’t just a random choice—it’s becoming obvious to everyone that the so-called leader has no real control, and we’re headed straight for disaster. Slashing half the workforce without a corresponding stock surge? That’s the worst possible outcome.
If there was ever a moment to push back—and push hard—it’s right now, after the RTO announcement. The momentum is shifting back toward employees, but it’s going to take a fight to make it count.
Jeez it was terrible seems JC don’t even believe his own BS
That presentation was a waste of time - nothing to be optimistic about.
Where's the massive PC refresh?
Summary for those who didn't watch:
"No change to our strategy"
What are you looking forward to this year? "A repeat of this last year."
Parting words? "FY 25 wasn't easy. FY26 also isn't going to be easy."
Fun times.
I noticed alot of laughing and crying emojis also
Pyes he has a used tracksuit top on instead
I loved how we were all laughing at him!! FY26 same as FY25 according to JC. Rinse, repeat, reorg...
The random people walking in the background were super distracting! What a bizarre choice