Dell Technologies and HP reported quarterly financial results that suggest a long-awaited recovery of the personal computer market is stalling. The shares of each company dropped in premarket trading.
Our overall thesis on Dell includes consistent sales growth within the AI-optimized server market, a return to better growth with the storage market, and product cycle driven growth in PCs in fiscal ...
In this Breaking Analysis, we evaluate the 2024 predictions we made alongside Enterprise Technology Research’s Erik Bradley. We revisit our January forecasts on topics like the macro information ...