The Transformation of Dell Technologies

This past week we attended the Dell Technologies Industry Analyst event and in this Breaking analysis Dave Vellante summarize the key takeaways and discusses some of the macro trends in the industry that are affecting Dell. He also shares some of the fundamental assumptions that Dell is making in its operating model and talks about some of the challenges the company going forward. 


The number one takeaway on Dell is that in four years, the company has gone from irrelevance to a dominant and highly relevant player in enterprise tech. It's one of the most amazing transformations of a company ever seen. But there are challenges. Cloud is muting spending for on-prem infrastructure making share gains critical. Dell, while simplifying its portfolio, still has work to do. The edge is an opportunity but Dell currently doesn't have the developer chops to really thrive in Vellante's opinion. Thanks for watching and feel free to connect with Dave @dvellante on Twitter or hit him up on LinkedIn.