DELL vor den Zahlen

Bin mal mit ner Portion DE4925 dabei, aber irgendwie nicht so 100%ig überzeugt!

15.02.2011 22:04
Dell Delivers Record Results in Fiscal-Year 2011 Fourth Quarter and Full Year

* Record earnings per share in fiscal fourth quarter
* Enterprise solutions and services revenue up 27 percent for full year
* Revenue increase of $8.6 billion in FY11 - largest single-year increase in company history

Dell's expanding strength as an enterprise solutions provider and continued strong execution during the fiscal fourth quarter drove record results and one of the company's most successful financial quarters ever.

Results

* Revenue in the quarter was $15.7 billion and totaled $61.5 billion for the fiscal year, an $8.6 billion or 16 percent increase from the previous fiscal year, including the impact of acquisitions.
* The company had its highest operating income in five years. GAAP operating income was $1.1 billion, or 7.3 percent of revenue. Non-GAAP operating income was $1.3 billion, or 8.2 percent of revenue.
* GAAP earnings per share was a record 48 cents; non-GAAP EPS was 53 cents.
* GAAP gross margin in the quarter was 21 percent and 18.5 percent for the year. Non-GAAP gross margin was 21.5 percent in the quarter and 19.1 percent for the year, the result of record profitability in the enterprise solutions and services business, lower component costs and strong commercial execution.
* Cash flow from operations was $1.5 billion, and Dell ended the quarter with $15 billion in cash and investments.

Fiscal-Year 2011 Fourth Quarter and Full Year Highlights


Fourth Quarter


Fiscal Year

(in millions)


FY11


FY10


Change


FY11


FY10


Change
Revenue $ 15,692 $ 14,900 5 % $ 61,494 $ 52,902 16 %

Operating Income (GAAP) $ 1,145 $ 510 124 % $ 3,433 $ 2,172 58 %
Net Income (GAAP) $ 927 $ 334 177 % $ 2,635 $ 1,433 84 %
EPS (GAAP) $ 0.48 $ 0.17 182 % $ 1.35 $ 0.73 85 %

Operating Income (non-GAAP) $ 1,286 $ 798 61 % $ 4,149 $ 2,974 40 %
Net Income (non-GAAP) $ 1,018 $ 544 87 % $ 3,106 $ 2,054 51 %
EPS (non-GAAP) $ 0.53 $ 0.28 89 % $ 1.59 $ 1.05 51 %


Information about Dell's use of non-GAAP financial information is provided under "Non-GAAP Financial Measures" below. Non-GAAP financial information excludes costs related primarily to the amortization of purchased intangibles, severance and facility-action costs, a merger termination fee, certain settlement costs and acquisition-related charges. All comparisons in this press release are year over year unless otherwise noted.

Strategic Highlights:

* Revenue for enterprise solutions and services grew 7 percent to $4.6 billion in the quarter and now represents 29 percent of the company's consolidated revenue. Server revenue increased 16 percent. EqualLogic sales grew 49 percent and, combined with Dell PowerVault sales, accounted for almost two-thirds of the company's storage revenue and more than 80 percent of the company's storage gross margin dollars. Revenue for the combined Large Enterprise, Public and SMB businesses was up 9 percent to $12.4 billion in the quarter, with revenue for commercial laptop and desktop computers growing 10 percent.
* Strong demand and profitability across all commercial business segments drove consolidated GAAP operating income of $1.1 billion, or 7.3 percent of revenue. Non-GAAP operating income was $1.3 billion, a 61 percent increase and 8.2 percent of revenue.
* Client profitability improved notably in the second half of the year driven by solid supply-chain performance, lower input costs and improved product quality. The company's product availability improved 37 percent and order-to-delivery times improved 33 percent over the previous year. For the full year, client revenue grew 14 percent to $33.7 billion driven by a continuing corporate refresh cycle.
* Dell Services revenue grew one percent to $1.9 billion as the company delivered on its first-year revenue and cost-synergy targets associated with the successful integration of Perot Systems. The services organization now has annual revenue of $7.7 billion.
* Dell extended its core capabilities in the quarter and exited the year with a significantly enhanced enterprise solutions and services portfolio. The company is making sustained organic and inorganic investments to build its intellectual property and provide customers optimal, open and affordable solutions. Among these investments are the recently completed acquisitions of SecureWorks Inc., a provider of information-security services; Boomi, which offers a Software-as-a-Service platform to ease data exchange between cloud-based and on-premise applications; and Insite One, a leader in cloud-based medical archiving solutions.

(...)

http://www.finanznachrichten.de/nachrichten-2011-02/19378084…

Von gestern:

Am späten Dienstagabend will Dell (+ 0,8 Prozent auf 14,09 Dollar) seine Bücher öffnen. Analysten prognostizieren für das Schlußquartal einen Gewinnanstieg auf 36 Cents je Aktie, der Umsatz soll auf 15,74 Milliarden Dollar zulegen.

http://www.instock.de/index.php?aid=17307

hört sich gut an. sollte deinen schein etwas bewegen.

Antwort auf Beitrag Nr.: 41.046.438 von WissenMacht am 15.02.11 22:15:43Grüß Dich!

Das hört sich Klasse an! Nochmal 25% über den eh schon brutal hohen Erwartungen (die .36 warn glaub auch schon ne rd. 100%-Steigerung!)!

Der Mut sollte sich gelohnt haben. Hab aber ganz schön gezittert, nachdem was zuletzt z.B. bei Cisco passiert ist!

Wow! Gerade schon bis 15,07 zu 15,09!

http://www.level2stockquotes.com/level-ii-quotes.html

Jetzt gibts auch After Hours Chart (15 Min. verzögert):

http://www.nasdaq.com/aspxcontent/ExtendedTradingCharts.aspx…

High bis 15,10$, nach SK 13,85$!

Das gefällt! Bin auf die morgige Eröffnung gespannt und sag für heute mal