Business Strategy and Outlook| William Kerwin |
Born out of Dell's 2016 acquisition of EMC, Dell Technologies is a pre-eminent vendor of IT infrastructure and PCs. Although Dell has substantial exposure to commoditized markets, we think its ability to bring the cloud to organizations is a growth opportunity and expect the company to benefit from PC and workplace productivity product demand brought on by remote work needs. Dell has taken massive strides to trim its debt load via cash injections coming from divestitures, as well as spinning off VMware in November 2021. Dell’s business centers on PCs and peripherals, servers, storage, and networking equipment, as well as software, services, and financial services. Its brands include Dell, Dell EMC, Secureworks, and Virtustream.