Dell's storage revenues are declining while its servers and networking figures increase. Of course, when Dell buys EMC, that'll sort out Dell's storage numbers.
The figures were revealed in a filing submitted by Dell to US financial watchdog the SEC on March 11. The dossier includes revenues for its Enterprise Systems Group (ESG) for fiscal years 2014 to 2016.
Those ESG revenues grew from $14.38bn in fiscal 2014 to $14.98bn in fiscal 2016, which finished on January 29 this calendar year. Within that group, the servers and networking part grew, from $11bn in fiscal 2014 to $12.76bn in fiscal 2016. The storage component declined from $2.47bn in fiscal 2014 to $2.35bn in fiscal 2015, a five per cent drop, and to $2.22bn in fiscal 2016, another five per cent fall.
The server revenue increase over the 2014 to 2016 period was driven by better sales of PowerEdge servers.
Dell's storage revenues feature contributions from external Compellent and EqualLogic arrays with added-on file services, plus PowerVault direct-attached storage. The SEC filing doesn't disclose how individual storage product line revenues fared.
The hottest areas in storage right now are server-centric hyper-converged appliances, converged systems such as EMC's Vblocks, and all-flash arrays. It seems obvious that the solution to Dell's storage problem is the good ship EMC, and the sooner that vessel docks in Round Rock and unloads its cargo the better. ®