Latest news with #ClientSolutionsGroup
Gulf Business
11-08-2025
- Business
- Gulf Business
Dell's Haidi Nossair on why the shift to AI PCs is becoming a competitive necessity
With AI now reshaping the way people work, Dell Technologies is doubling down on the UAE and wider Middle East market with its new AI-powered PC portfolio. The company is targeting sectors from healthcare to financial services, and from media to architecture, where AI-driven workflows are already gaining traction. In a chat with Gulf Business , Haidi Nossair, senior director – Client Solutions Group – META at Dell, outlines how the company is helping organisations transition to Windows 11, simplify device choices, manage demanding AI workloads, and build sustainability into design. She also explains why the shift to AI PCs is becoming less of a choice and more of a competitive necessity for businesses in the region. With Dell's new AI-powered PC portfolio now available in the UAE/ region, what kind of adoption trends are you seeing locally, and which sectors are leading the charge? We're seeing strong momentum across the UAE and wider region, with rapid adoption of AI-powered PCs as businesses prioritize productivity, security, and mobility. The demand is particularly strong among sectors like professional services, healthcare, financial services, media, architecture, and engineering, where industries are increasingly leveraging Generative and Agentic AI to streamline workflows and drive innovation. With over 70 per cent of businesses already incorporating GenAI into their workflows, As the Windows 10 end-of-support deadline approaches, how is Dell helping UAE-based organisations transition to Windows 11 while unlocking the benefits of on-device AI and Copilot+ features? The upcoming end of support for Windows 10 this October is a pivotal moment for businesses. At Dell, we see this as a tremendous opportunity for organizations to modernise their PC fleets with future-ready solutions. Dell provides Modern AI-based Workforce consulting, managed, residency, learning, and advisory services that help customers implement, adopt, manage, and optimise their Workforce solutions, including AI PC deployments. Additionally, our AI-powered portfolio is designed to fully leverage Windows 11 and Copilot+ capabilities. From improved battery life and performance to on-device AI features that enhance productivity and collaboration, our systems are purpose-built to help organisations make a seamless, secure transition. With Intel Core Ultra and AMD Ryzen processors featuring dedicated NPUs, our devices are ready to unlock the full potential of AI on the edge where it matters most. Dell's simplified portfolio — Dell, Dell Pro, and Dell Pro Max — offers clear segmentation. What drove this change, and how does it support enterprise customers with varied performance and mobility needs? The move to a simplified, unified portfolio wasn't just a branding update, it was a strategic response to a clear challenge: complexity. In fact, With the accelerating pace of innovation, it's crucial for businesses to quickly identify the right device for the right workload. Whether it's students and multitaskers using Dell, professionals needing high mobility and reliability with Dell Pro, or power users requiring maximum performance through Dell Pro Max, our segmentation ensures every organisation can find the optimal solution for their needs. We've also introduced a consistent tiering system with Base, Plus, and Premium, making it easier than ever to select the right configuration based on performance, design, and mobility priorities. It's a bold but necessary step to help organisations confidently navigate the evolving tech landscape and deploy AI-ready infrastructure at scale. How are Dell Pro Max devices enabling heavy workloads like AI inferencing and creative rendering for professionals in industries such as media, architecture, and engineering in the region? Dell Pro Max devices are specifically engineered for professionals who demand top-tier performance and efficiency. For example, the Dell Pro Max with GB10 and Dell Pro Max with GB300, at the top end of the high-performance PC range, pack exceptional performance supports up to one trillion parameters in a compact and power-efficient form factor for on-device AI inferencing with more security and least latency. In a category where performance is key, the new portfolio features greater performance generation-over-generation through Dell's new, patented thermal design. The devices include Intel Core Ultra (Series 2, U SKUs) and AMD Ryzen and AMD Threadripper processor options and professional graphics. Users can power intensive workloads, from animation to video rendering, run AI inferencing and fine-tune large language models (LLMs), while maintaining security and managing costs. Our patented thermal design also ensures performance is consistent and reliable. In fields like media, architecture, and engineering where performance and precision are non-negotiable, Dell Pro Max delivers the computing power needed without compromising portability or energy efficiency. Users can power intensive workloads, from animation to video rendering, run AI inferencing and fine-tune large language models (LLMs), while maintaining security and managing costs. These tools enable creators and engineers to push boundaries, right from their desks or on the move. The Dell Pro 14 Premium introduces cutting-edge features like a Tandem OLED display and uses 90 per cent recycled magnesium. How important is sustainability and design innovation to your UAE clients? Sustainability has become increasingly important to consumers in the UAE and across the GCC. Organisations are expected to incorporate more sustainable practices into their operations, with greater value being placed on environmentally responsible packaging and sourcing. In fact, Building on Dell's circular innovation leadership, our latest portfolio is built with a focus on modular design and the increased use of recycled, low-emission, and renewable materials in products and packaging. The Dell Pro and select Dell Pro Max devices are the world's first commercial notebooks with a modular USB-C port. New technology innovations in battery chemistry also allow the new Dell Pro and Dell Pro Plus batteries to use up to 80 per cent less cobalt and reduce dependence on critical minerals. In such a tech-driven era, organisations must think more responsibly about the lifespan of their products and their environmental impact. Dell's unified ecosystem — from laptops and displays to device management platforms —promises seamless performance. How is this enhancing productivity for hybrid and remote workers in the UAE/region? Dell's unified technology ecosystem — from laptops and monitors to device management platforms — is reshaping productivity for hybrid and remote workers in the UAE. With hybrid and remote work becoming the standard, professionals across the region need dependable devices that keep pace with their dynamic environments. Earlier this year at CES, we introduced a range of Dell AI PCs feature on-device AI acceleration (NPU, alongside CPU and GPU) that automates routine tasks such as scheduling, email sorting, and meeting transcription, allowing workers to focus on higher-value initiatives. Built-in AI capabilities (including Copilot in Windows and other productivity assistants such as Dell Pro AI Studio) deliver features such as document summarisation, advanced audio/video processing, auto-captioning, live translation, and personalised content creation, helping workers get more done, faster, no matter their location. The hybrid architecture in Dell's AI PCs, which includes specifically designed CPUs, GPUs, and NPUs, ensures tasks are intelligently routed to the best processor, maximising speed and responsiveness for demanding workloads like data analysis, content generation, or video conferencing. NPU offloading (for example., for auto-framing, background blur, noise reduction in calls) results in up to 58 per cent less power consumption, yielding all-day battery life. This is a critical need for remote and mobile work in the region. To further enhance productivity, Dell Display and Peripheral Manager (DDPM) makes it effortless to manage and personalise multiple monitors and peripherals through one interface. With DDPM, staying organised and efficient has never been easier, giving users full control over their setup with just a few clicks. Productivity benefits are also extended to the IT organisation. Dell's AI PCs are designed for easy fleet management, with cloud-based management portals and automated, hands-free provisioning through Dell Client Device Manager and Portal. This empowers IT teams to support regional and global teams efficiently, allowing for rolling out updates, security patches, and device settings remotely and quickly as well as managing all peripherals through Dell device Console. Forrester studies commissioned by Dell found that businesses moving to Dell AI PCs with modern device management solutions reported up to 75 per cent reduction in user downtime, 30 per cent ROI over three years through reduced support costs and increased employee efficiency. Additionally, an overwhelming 76 per cent of IT decision makers believe employees equipped with AI PCs will outperform those on legacy devices. Security and IT efficiency are top priorities in regulated sectors like government and healthcare. How does Dell's AI-driven architecture and device management address these specific concerns? In sectors where trust, compliance, and uptime are critical, such as government and healthcare, organisations cannot afford gaps in security or inefficiencies in IT operations. Dell understands these demands and delivers solutions that combine AI-driven intelligence with enterprise-grade security to meet these standards. As IT environments expand, managing thousands of devices across multiple platforms can lead to fragmentation, increased risk, and rising costs. Dell's Client Device Manager (DCDM) addresses this challenge head-on by offering centralised device management remotely through a single cloud-based or on-premises interface where administrators can push updates, install software, enforce security policies, monitor device health, and automate routine maintenance. They can also run Automated Provisioning and Zero-Touch Deployment for rapid onboarding and deployment of new devices with minimal manual intervention. This supports IT Unified Endpoint Visibility and full inventory tracking, real-time status monitoring, and actionable insights across all managed devices, allowing organisations to quickly identify issues, non-compliance, or devices requiring attention. IT can easily apply security configurations universally and track compliance with enterprise or regulatory standards. Automated patching and role-based access controls also help reduce risk. Finally, access to Integrated support tools using the portal/console allows organisations to open support tickets, access troubleshooting tools, generate reports, or trigger remote diagnostics. Especially relevant for the UAE, this provides organisations with tailored management for diverse work environments, support for regional language, compliance, and regulatory requirements. Dell's Zero Trust solutions for PCs blend deeply integrated hardware/software security (for example, SafeBIOS, SafeID), advanced threat protection, secure centralised management, persistent self-healing, and expert advisory services. This approach empowers organisations to continuously verify the trustworthiness of users, devices, and connections, consequently reducing risk, simplifying compliance, and supporting productivity in a work-anywhere world. With over 70 per cent of global businesses incorporating GenAI, what is your message to UAE/regional companies still hesitant to invest in AI-powered PCs, and how can they future-proof their workforce today? Generative AI is rapidly becoming central to how businesses Data is increasingly generated at the edge, making inferencing a key requirement for AI use cases. Optimising this process necessitates running inferencing applications on powerful AI devices built with NPUs with robust secure technology. The convergence of growing AI capabilities and the upcoming end of Windows 10 support in October makes this the moment to act. This isn't just a technology refresh; it's a pivotal opportunity to empower the workforce with smarter, faster, more secure and future proof tools. Dell's latest AI-powered PCs are purpose-built for this new era. With integrated NPUs, advanced thermal design, and enterprise-grade security, they are ready to support everything from everyday productivity to GenAI workflows. As businesses across the UAE move to Windows 11 and reimagine how work gets done, our AI-driven portfolio ensures teams are not just keeping up but leading the way. This allows businesses in the UAE to equip their teams for what's next, while also maintaining their competitive edge today.
Bloomberg
22-07-2025
- Business
- Bloomberg
Dell Operating Chief Takes Over PC Unit in Face of Slow Demand
Dell Technologies Inc. has reorganized some of its leadership, putting Chief Operating Officer Jeff Clarke directly in charge of its personal computer unit amid a prolonged slump in that business. Clarke, who joined Dell in 1987 and is also vice chair, will oversee the company's Client Solutions Group, according to a memo to the staff seen by Bloomberg and confirmed by Dell. The unit, which includes desktop and notebook computers for corporate clients and consumers, had been run by Sam Burd.
Globe and Mail
17-07-2025
- Business
- Globe and Mail
DELL's Margins Under Pressure: Will ISG Strength Drive a Rebound Ahead?
Dell Technologies DELL is suffering from a decline in gross margin, which contracted 80 basis points (bps) year over year to 21.6% in the first quarter of fiscal 2026. The dip was primarily driven by a more competitive pricing environment, particularly in the Client Solutions Group segment, and an unfavorable geographical mix within traditional servers. However, Dell's ISG (Infrastructure Solutions Group) segment played a key role in supporting overall gross margin performance. In the first quarter of fiscal 2026, ISG revenues grew 12% year over year to $10.3 billion, with servers and networking revenue reaching a record $6.3 billion, up 16% year over year. The company also saw robust demand for AI servers, which drove higher revenues and gross margin dollars. In the fiscal first quarter of 2026, Dell's AI-optimized server momentum saw an increase of $12.1 billion in orders. The flagship PowerEdge XE9680 experienced strong demand, contributing to the momentum in the AI space. The company shipped $1.8 billion worth of AI servers in the fiscal first quarter, and the AI server backlog remained healthy at $14.4 billion. Building on this momentum, Dell expects gross margin dollars to increase 10% quarter over quarter in the second quarter of fiscal 2026, driven by strong performance in ISG, particularly AI servers, and continued improvement in storage profitability. The company also expects to ship $7 billion worth of AI servers in the second quarter of fiscal 2026, which is expected to contribute significantly to gross margin growth. DELL Faces Stiff Competition From HPE and SMCI DELL is facing stiff competition in the server space against the likes of Hewlett Packard HPE and Super Micro Computers SMCI. Hewlett Packard is benefiting from robust demand for its AI-optimized servers, leading to significant revenue growth in its server segment. The company's multi-billion-dollar investment plan across expanding networking capabilities will diversify the business beyond the server and hardware storage markets, ultimately boosting margins in the long run. Super Micro Computer is evolving from just a server and hardware vendor into a full IT solutions provider. Products like DCBBS (Data Center Building Block Solutions) bundle hardware, software, cooling, networking and support into complete systems. This strategy increases revenue per deal and improves margins. It also makes customers more likely to stay with Super Micro Computer for future upgrades. DELL's Share Price Performance, Valuation and Estimates DELL's shares have gained 7.3% year to date, underperforming the broader Zacks Computer & Technology sector's return of 8.4%. DELL Stock Performance Image Source: Zacks Investment Research DELL stock is trading at a significant discount, with a forward 12-month Price/Sales of 12.36X compared with the Computer & Technology sector's 27.64X. DELL has a Value Score of B. Price/Sales (F12M) The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is pegged at $2.28 per share, which has increased by a couple of pennies in the past 30 days. This indicates a year-over-year increase of 20.63%. The consensus mark for 2025 earnings is pegged at $9.44 per share, which increased by a penny in the past 30 days. This suggests 15.97% year-over-year growth. DELL currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dell Technologies Inc. (DELL): Free Stock Analysis Report Super Micro Computer, Inc. (SMCI): Free Stock Analysis Report Hewlett Packard Enterprise Company (HPE): Free Stock Analysis Report
Web Release
20-06-2025
- Business
- Web Release
Dell Technologies Boosts Business Productivity and Readiness with AI PCs in the UAE
Earlier this year at CES, Dell Technologies unveiled an impressive range of AI-powered PCs designed to transform both personal and professional computing. Now available in the UAE, this cutting-edge portfolio includes sleek laptops, high-performance workstations, and adaptable desktops, all designed to drive collaboration and enhance productivity. Dell has introduced three simple product categories to simplify customer choice based on core business needs: · Dell: Designed for play, school and work. · Dell Pro: Designed for professional grade productivity. · Dell Pro Max: Designed for maximum performance. Dell has also made it easy to distinguish products within each of the new product categories, with a consistent approach to tiering that lets customers pinpoint the exact device for their specific needs. Above and beyond the starting point (Base), there's a Plus tier that offers the most scalable performance and a Premium tier that delivers the ultimate in mobility and design. In addition, as the AI PC market evolves and businesses prepare for the end of support for Windows 10 in October 2025, the importance of AI in modern organizations has been highlighted by its rapid adoption rate, with over 70%1 of businesses already incorporating GenAI into their workflows. 'Technology is advancing at an unprecedented pace, and staying ahead is essential for businesses looking to sharpen their competitive edge. With Generative and Agentic AI becoming board-level priorities, and data inferencing shifting closer to the edge, the PC is once again at the center of productivity and innovation. The upcoming end of support for Windows 10 and the shift to Windows 11 mark a pivotal opportunity for organizations to modernize their workplace with future-ready solutions. Dell's cutting-edge portfolio of AI-powered PCs is purpose-built to boost performance, enhance security, and help businesses confidently seize the opportunities of tomorrow,' said Haidi Nossair, Senior Director, Client Solutions Group, META at Dell Technologies. Dell: PCs Ideal for Multitaskers Dell launched four new Copilot+ devices from the Plus tier, which introduces the most scalable Dell PCs with a balance between versatility and productivity. With a brand-new design, the devices are powered by Intel® Core™ Ultra (Series 2, V SKUs) processors and offer up to 39% longer battery life, up to 14% thinner modern profile and provide on-device AI to boost efficiency. The Dell portfolio is now expanded to include not only Snapdragon® X Series processor but also AMD options. Dell will also introduce new devices in the base tier, which offers everyday devices that provide effortless use and practical design, and the Premium tier, which continues the XPS legacy loved by consumers and prosumers alike. Dell Pro: Timeless Design and Quiet Productivity The new Dell Pro laptop portfolio brings a fresh, clean and timeless look for the business professional. These PCs are some of the smallest and lightest laptops in their class, featuring durable and reliable materials designed to handle the demands of a busy workday. In fact, they withstand three times as many hinge cycles, drops and bumps from regular use as competitor devices helping ensure they stand up to the rigors of daily use. The Dell Pro lineup includes Intel® Core™ Ultra (Series 2, V and U SKUs) and AMD Ryzen™ processor options, featuring an NPU, CPU and GPU. They offer exceptional battery life, powerful on-device AI, Copilot+ PC experiences and dependable productivity in the office, at home or anywhere in between. The Dell Pro 14 Premium will also be the first commercial notebook with a Tandem OLED display. It's 24% more power efficient and 49% lighter than traditional OLED displays while offering bright and vibrant color for editing presentations or taking conference calls. Dell Pro Premium features 90% recycled magnesium in the chassis for an elegant, light and long-lasting experience. Dell Pro Max: Performance in Versatility Designed for demanding applications, the new Dell Pro Max portfolio offers a range of high-performance PCs. The Dell Pro Max with GB10 and Dell Pro Max with GB300, at the top end of the high-performance PC range, packs exceptional performance in a compact and power-efficient form factor. In a category where performance is key, the new portfolio features greater performance generation-over-generation through Dell's new, patented thermal design. The devices include Intel® Core™ Ultra (Series 2, U SKUs) and AMD Ryzen and AMD Threadripper processor options and professional graphics. Users can power intensive workloads, from animation to video rendering, run AI inferencing and fine-tune large language models (LLMs), while maintaining security and managing costs. Rooted in Sustainable Design Building on Dell's circular innovation leadership, the new portfolio focuses on innovative modular design and the increased use of recycled, low emissions and renewable materials in products and packaging. Dell Pro and select Dell Pro Max are the world's first commercial notebooks built with a modular USB-C port. New technology innovations in battery chemistry also allow the new Dell Pro and Dell Pro Plus batteries to use up to 80% less cobalt and reduce dependence on critical minerals. A Seamless Ecosystem Built for Performance and Well-being From desktops and laptops to displays, the Dell product ecosystem is engineered to seamlessly connect tools, boost productivity, and enrich everyday experiences for users everywhere. Reflecting Dell's commitment to innovation, user well-being, and environmental responsibility, the product displays are designed to enhance customers' experience. With advanced low blue light technology, they help reduce eye strain—ideal for long workdays, creative projects, or immersive gaming sessions. To further streamline the user experience and simplify device management, the Dell ecosystem is unified through a powerful and intuitive interface. With Dell Display Peripheral Manager (DDPM) and Dell Client Device Management (DCDM), users can control all connected devices from one convenient platform. This seamless integration enables effortless adjustment of settings, performance monitoring, and workflow optimization.
Yahoo
17-06-2025
- Business
- Yahoo
Dell AI Backlog Is Booming -- Is This the Next Big Tech Winner?
June 17 - Dell Technologies (NYSE:DELL) is quietly cementing its role as a key AI infrastructure supplier, with early fiscal 2026 results highlighting a sharp acceleration in enterprise demand. The company reported $12.1 billion in AI server orders during Q1, more than all of last year's, and closed the quarter with a $14.4 billion backlog, a figure that may only scratch the surface of future demand. Warning! GuruFocus has detected 3 Warning Sign with DELL. What's driving this surge? Dell's Infrastructure Solutions Group (ISG), which includes AI-optimized servers and proprietary storage systems, posted 12% revenue growth year over year, with operating income up 36%. This strength offset ongoing weakness in its Client Solutions Group, where consumer sales fell 16%. Dell's AI strategy is focused on tailored enterprise solutions, from liquid-cooled server racks supporting hundreds of NVIDIA (NASDAQ:NVDA) GPUs to storage tools optimized for unstructured data. Attach rates are improving, suggesting customers are increasingly bundling networking and storage with their AI server purchases, a positive signal for margins and customer retention. Management reaffirmed full-year guidance, projecting $15+ billion in AI server shipments, a 50% jump from fiscal 2025. Q2 revenue is expected to rise about 16% YoY at the midpoint. The company also returned $2.4 billion to shareholders in Q1 and continues to convert over 100% of net income into free cash flow. But rising debt and cautious IT spending among legacy customers remain headwinds. Still, with partnerships spanning AMD (NASDAQ:AMD), Google (NASDAQ:GOOGL), and NVIDIA, Dell's AI pipeline suggests it's evolving into more than just a legacy PC brand, it's fast becoming an enterprise backbone for the AI era. Based on the one year price targets offered by 20 analysts, the average target price for Dell Technologies Inc is $135.42 with a high estimate of $156.00 and a low estimate of $104.00. The average target implies a upside of +19.06% from the current price of $113.74. Based on GuruFocus estimates, the estimated GF Value for Dell Technologies Inc in one year is $88.03, suggesting a downside of -22.60% from the current price of $113.74 This article first appeared on GuruFocus.
