Despite its central position in two flat markets, personal computers and printing, HP has reported double-digit annual revenue growth in both, and double-digit operating profit growth in PCs for its most recent quarter. Growth in printing was, in part, inorganic, following on the company’s acquisition of Samsung’s print business, named S-print. At the same time, the printing business operating profit growth was only 1.6% year-to-year, and operating margin decreased 140 basis points to 16.0%, a consequence of the costs of incorporating S-print. — Daniel Callahan, Analyst

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Cloud casts a shadow over Dell Technologies’ upbeat view of the future … . Specifically, the mega-scale global public cloud threatens the company’s margins. Dell Technologies is a vendor to public cloud providers, but because of the small number of major public cloud vendors and those companies’ technological self-sufficiency, the greater the percentage of computing and storage housed in public clouds, the lower the potential for Dell Technologies’ bottom line. — Stanley Stevens, Practice Manager and Principal Analyst; and Ezra Gottheil, Principal Analyst

This is something they should have done six to 12 months ago when there was this huge buzz around DevOps. As a budding platform, I thought they would have emphasized it sooner. — Meaghan McGrath, Senior Analyst

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You can have IoT without AI, and you can have AI without IoT, but there is complementarity of the two together — particularly if you’re talking about edge and AI. — Ezra Gottheil, Principal Analyst

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CACI would do well to acquire a systems integrator, potentially a federal subsidiary of a commercial-led company, with strong relationships with cloud and next-generation technology partners to improve its market position. — Joey Cresta, Analyst

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