Andy on Twitter

  • Looking forward to the next edition worth subscribing to print and online newsletter,
  • Good tips for fundraising. But, first step is to understand how ready you are by getting everything investors need… ,
  • Great tips from a deal maker and good observations on use of machines learning and AI to build better services… ,
  • Great read - love that is smashes the rampant ageism and myth of youth ... Alan Patricof: An Ageless VC Makes a Spl… ,
  • Some of the best music you'll ever listen too... stacked-up and ready to stream ,
  • Warm up for the Sydney to Hobart. ,
  • The power of brand influencers - interesting read. Interested in views on their methodology - might work for US mar… ,
  • Very clever... A Microsoft Excel Artist ,
  • While the problem underlying M&A integration is big, Material Information Platforms implemented pre-transaction wil… ,
  • Wow... t/sheets acquired by Intuit ,
  • Way to start the morning. Beautiful Balmoral.. Balmoral Sailing Club ,
  • Bank inquiry puts global investment at risk: Westpac's David Lindberg.. spot on ,
  • Why are taxi apps so appalling. Slow, lousy interface, freeze... hopeless attempt to satisfy customers and so easily fixed,
  • should give us the option of only accepting drivers who aren’t on a job. Stop “forcing” drivers to take a job while on a job. ,
  • National looks more desperate every day. NZ is lucky to have a leader with this much experience. ,
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Dell Earnings

Our Q1 earnings are out if you are interested… Some of the highlights if you missed them:

  1. Overall, we increased revenue to $16 billion, up 9 percent year-over-year.
  2. We announced the best earnings per share (EPS) in 9 quarters, a 12 percent increase.
  3. Our operating expense (OpEx) is the lowest that we’ve seen in a long time at 12.9 percent of revenue.
  4. We are the only large server vendor to grow volume and share – grew 3x industry.
  5. Our revenue outside the U.S. surpassed inside the U.S. for the first time in Dell history!
  6. Global Consumer was profitable and revenue up 20 percent year-over-year. Units grew 47 percent year-over-year.
  7. Emerging Countries (Brazil, Russia, India, China) grew 58 percent and was 9 percent of our company revenue.
  8. EqualLogic revenue grew more than 100% year-over-year.
  9. Partner Direct is live in all regions – nearly 16K partners and approximately 300 new partners every week.
  10. Notebooks were our fastest growing product category, increasing sharply at 43 percent and 1.2 times the industry. Revenue grew 22 percent year-over-year. Just wait until our customers see the new e-Family series we’ll launch in a few months.

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