Analyst Commentary

CY1Q17 earnings highlight Virtustream and software-mediated infrastructure successes, but challenges remain for Dell EMC’s cloud business

With its hardware-centric portfolio, Dell EMC looks to provide the infrastructure for customers’ hybrid IT, digital transformations

During its first quarterly earnings call of 2017, Dell Technologies unveiled the results of recent efforts to streamline and rationalize its Dell EMC infrastructure business. Dell Technologies reported a corporate revenue of $17.8 billion and an Infrastructure Solutions Group revenue of $6.9 billion for 1Q17. In its cloud business, Dell EMC noted Virtustream stood out as an area of parti...

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