Latest news with #enterprise
Yahoo
an hour ago
- Business
- Yahoo
DELL's CSG Revenues Rise: Is an Improving PC Market the Catalyst?
Dell Technologies DELL AI prospects remain strong, with AI expanding from major cloud service providers to large-scale enterprise deployments and edge computing with Technologies is a prominent PC maker and is expected to benefit from the recovering demand driven by the PC-refresh cycle. The company is benefiting from the Windows 11 PC refresh cycle as many enterprise customers upgrade to new AI-capable Windows 11 devices, driving strong demand in the commercial segment. In the first quarter of fiscal 2026, CSG revenues were $12.50 billion, up 5% year over year. DELL is also benefiting from an expanding partner base that includes NVIDIA, Microsoft, Meta Platforms and Imbue. In March, Dell Technologies and NVIDIA expanded their AI Factory collaboration, introducing new AI PCs, infrastructure, software, and services to accelerate enterprise AI adoption across various scales. Dell Technologies recently partnered with Lowe's to enhance customer and associate experiences by deploying advanced AI and PC technologies. Using Dell AI Factory with NVIDIA and high-performance Dell devices, Lowe's is optimizing inventory, improving asset protection, and streamlining store operations across its network. In March 2025, Dell Technologies and NVIDIA also expanded their AI Factory collaboration, introducing new AI PCs, infrastructure, software, and services to accelerate enterprise AI adoption across various scales. Dell Technologies suffers from stiff competition in the PC market from the likes of HP HPQ and Apple AAPL. HPQ is benefiting from a sustained focus on launching new and innovative products. The growing interest in generative artificial intelligence-enabled PCs, along with Windows 11 upgrades and a probable PC refreshment cycle, is likely to drive fresh demand for PCs in growing interest in generative AI-enabled PCs might give a fresh boost to HP's PC demand in the years ahead. The company forecasted that 40-60% of all PCs will be AI PCs in the next three years. To make the most of the growing opportunities in this category, HP has launched several AI PCs this year and plans to continue to expand its AI PC Mac business is benefiting from strong demand for M4, M4 Pro, and M4 Max chips. In March 2025, Apple expanded its Mac portfolio with the new MacBook Air powered by the M4 chip with up to 18 hours of battery life and a new 12MP Center Stage camera. DELL's shares have risen 1.1% year to date, underperforming the broader Zacks Computer & Technology sector's return of 1.6%. Image Source: Zacks Investment Research DELL stock is trading at a premium, with a forward 12-month Price/Sales of 0.77X compared with the Computer & Technology sector's 6.36X. DELL has a Value Score of A. Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is pegged at $2.26 per share, which has increased 11.5% in the past 30 days. This indicates a year-over-year increase of 19.58%. Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote The consensus mark for fiscal 2026 earnings is pegged at $9.43 per share, which increased 6.91% in the past 30 days. This suggests 15.85% year-over-year currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. 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 Apple Inc. (AAPL) : Free Stock Analysis Report HP Inc. (HPQ) : Free Stock Analysis Report Dell Technologies Inc. (DELL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
5 hours ago
- Business
- Globe and Mail
DELL's CSG Revenues Rise: Is an Improving PC Market the Catalyst?
Dell Technologies DELL AI prospects remain strong, with AI expanding from major cloud service providers to large-scale enterprise deployments and edge computing with PCs. Dell Technologies is a prominent PC maker and is expected to benefit from the recovering demand driven by the PC-refresh cycle. The company is benefiting from the Windows 11 PC refresh cycle as many enterprise customers upgrade to new AI-capable Windows 11 devices, driving strong demand in the commercial segment. In the first quarter of fiscal 2026, CSG revenues were $12.50 billion, up 5% year over year. DELL is also benefiting from an expanding partner base that includes NVIDIA, Microsoft, Meta Platforms and Imbue. In March, Dell Technologies and NVIDIA expanded their AI Factory collaboration, introducing new AI PCs, infrastructure, software, and services to accelerate enterprise AI adoption across various scales. Dell Technologies recently partnered with Lowe's to enhance customer and associate experiences by deploying advanced AI and PC technologies. Using Dell AI Factory with NVIDIA and high-performance Dell devices, Lowe's is optimizing inventory, improving asset protection, and streamlining store operations across its network. In March 2025, Dell Technologies and NVIDIA also expanded their AI Factory collaboration, introducing new AI PCs, infrastructure, software, and services to accelerate enterprise AI adoption across various scales. DELL Faces Stiff Competition in the PC Market Dell Technologies suffers from stiff competition in the PC market from the likes of HP HPQ and Apple AAPL. HPQ is benefiting from a sustained focus on launching new and innovative products. The growing interest in generative artificial intelligence-enabled PCs, along with Windows 11 upgrades and a probable PC refreshment cycle, is likely to drive fresh demand for PCs in 2025. The growing interest in generative AI-enabled PCs might give a fresh boost to HP's PC demand in the years ahead. The company forecasted that 40-60% of all PCs will be AI PCs in the next three years. To make the most of the growing opportunities in this category, HP has launched several AI PCs this year and plans to continue to expand its AI PC portfolio. Apple's Mac business is benefiting from strong demand for M4, M4 Pro, and M4 Max chips. In March 2025, Apple expanded its Mac portfolio with the new MacBook Air powered by the M4 chip with up to 18 hours of battery life and a new 12MP Center Stage camera. DELL's Share Price Performance, Valuation and Estimates DELL's shares have risen 1.1% year to date, underperforming the broader Zacks Computer & Technology sector's return of 1.6%. DELL Stock Performance Image Source: Zacks Investment Research DELL stock is trading at a premium, with a forward 12-month Price/Sales of 0.77X compared with the Computer & Technology sector's 6.36X. DELL has a Value Score of A. DELL Valuation The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is pegged at $2.26 per share, which has increased 11.5% in the past 30 days. This indicates a year-over-year increase of 19.58%. The consensus mark for fiscal 2026 earnings is pegged at $9.43 per share, which increased 6.91% in the past 30 days. This suggests 15.85% year-over-year growth. DELL currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> 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 Apple Inc. (AAPL): Free Stock Analysis Report HP Inc. (HPQ): Free Stock Analysis Report Dell Technologies Inc. (DELL): Free Stock Analysis Report
Forbes
8 hours ago
- Forbes
Unpredictability As A Feature: Lessons From Cybersecurity For Retail
Guy Yehiav, a recognized industry thought leader, is the president of SmartSense, IoT solutions for the enterprise. getty Across industries—from aviation to cybersecurity—unpredictability can be a powerful defense. Irregular schedules, varied methods and shifting locations disrupt the ability of bad actors to exploit standard operating procedures. This principle is gaining traction in the retail and logistics sectors, where organized theft and freight crime thrive on predictable patterns and weak oversight. Introducing irregular frequencies, varying patterns and differing locations increases uncertainty for bad actors. Advances in stealthy track-and-trace procedures can also improve deterrence. Consider how unpredictability is applied in cybersecurity, where patterns and anomalies are the defining elements that distinguish the ordinary from the suspicious. It's not just about behavior being different; it's about being consistent. When a behavior deviates predictably but consistently, it still falls within the norm. A network of 1,000 users may interact with a system in various ways, but as long as those interactions are stable and predictable—even if unique—there's nothing inherently concerning. However, when a user's activity shifts suddenly or unpredictably—when it steps outside the bounds of consistent, average behavior—that's when alerts should go off. This principle drives cybersecurity anomaly detection systems. Stability signals safety, and true unpredictability triggers concern. Imagine this scenario in a login system. If you log in consistently from your phone while at home or from the office on specific days, the system recognizes that as your 'regular exception.' But, if at 11 p.m. on a Saturday you suddenly attempt to log in from downtown New York City, that's an anomaly, and security protocols should prompt multiple verifications. Uncovering Anomalies To Mitigate Freight Theft Understanding 'normal' versus 'anomalous' behavior should be extended into the fight against freight theft and organized retail crime (ORC), which thrive on gaps in oversight. By being unpredictable, businesses can create smarter, more proactive solutions to detect, deter and respond to increasingly sophisticated criminal activities. Retailers need to consider, for example, the routes and geolocations within their supply chain networks. Much like city navigation, supply chains should account for planned detours, such as those due to roadwork, weather or traffic alerts. These are acceptable anomalies—the system 'knows' or 'expects" them based on traffic application feedback in real time. Now let's add in the unexpected. If a delivery route suddenly deviates to an unplanned location—a suspicious 'pit stop' known to be associated with ORC activities—that anomaly should trigger an alert. How? One way to do this is to leverage real-time location services on cargo pallets, cases or packages, but the key is not just tracking movement but understanding when something abnormal is occurring. Overcoming Criminal Evasion Tactics ORC and other bad actors are becoming smarter. They use detection tools—sometimes specialized devices akin to Geiger counters—to scan for active GPS signals. To combat this, retailers must deploy solutions that embrace unpredictability as a feature, not a flaw. Sensing capabilities and tracking systems should also be designed with the capability to operate in stealth mode. Keeping a signal silent and undetectable while cargo is stationary and activating only when movement occurs serves two purposes: 1. It extends battery life and conserves power, ensuring devices remain operational for longer durations. 2. It reduces detectable signals, making the devices less vulnerable to bad actors attempting to engage in freight theft. Building Partnerships For Deterrence When aggregated, these solutions can provide businesses with accurate, time-stamped data to pass on to law enforcement agencies like the FBI. Real-time anomaly detection and irrefutable evidence form the backbone of successful raids, arrests and prosecutions against ORC networks. The next frontier in combating freight theft involves collaboration between technology providers, specialized ORC deterrence companies and local police and the FBI. These organizations focus on tracking known offenders and building actionable intelligence to target criminal operations. Deterrence specialists aggregate data on known actors—individuals or networks—and their patterns of behavior. By combining this intelligence with route tracking, businesses can triangulate threats, identify anomalies and trigger interventions in real time. Detection, intervention and deterrence all play integral roles in combatting freight theft and other ORC strategies. Retailers must send a strong, unwavering message: Theft will not be tolerated. Through the integration of unpredictability, real-time visibility, stealth capabilities and partnerships with deterrence experts, retailers have a path forward to not only mitigate the financial impact of ORC but to dismantle its operational foundations. Forbes Technology Council is an invitation-only community for world-class CIOs, CTOs and technology executives. Do I qualify?
Forbes
11 hours ago
- Business
- Forbes
It Is Time To Get SaaSsy With Cybersecurity
Corey Elinburg, Field CTO of Obsidian Security, has spent 25+ years helping industry giants from all verticals secure what matters most. Salesforce launched its SaaS platform in 1999. ServiceNow followed in 2004, Workday followed in 2006 and in 2008, Microsoft introduced the Business Productivity Online Suite, which later evolved into Office 365 and is now known as Microsoft 365—a platform many of us rely on today. Despite our accelerated adoption of and increasing reliance on SaaS, many enterprises still struggle to secure these platforms effectively. SaaS-related security incidents are on the rise, yet most organizations suffer from blind spots driven by a combination of technical, organizational and cultural challenges. Below are the most common reasons I've seen why SaaS security is often overlooked: Many organizations mistakenly believe that SaaS vendors are solely responsible for security. In reality, while vendors secure the infrastructure and core application, customers are responsible for securing how the service is used—this includes user access, data sharing, MFA enforcement and more. That responsibility can extend across hundreds or even thousands of configuration settings. Failure to understand this model often leads to neglected security tasks like access controls, audit logging or configuration hardening. Notably, the 2023 Snowflake-related breaches were attributed to customer-side misconfigurations—not vendor failures—impacting even large enterprises with mature security teams. Employees frequently adopt SaaS tools without going through IT or security, leading to 'shadow IT.' These unsanctioned tools often handle sensitive data but remain invisible to security teams. A 2025 study found that 55% of employees adopt SaaS without security's involvement, and 57% report fragmented administration—making consistent oversight a challenge for many organizations. This lack of visibility makes it difficult to enforce policies, manage risk or even know where critical data resides. As more teams adopt SaaS apps for convenience and speed, this problem continues to grow unchecked. SaaS security often gets deprioritized because security teams are stretched thin. A 2024 report from ISACA found that 61% of European security teams lack sufficient staff, and nearly half report budget constraints. With limited resources, security teams focus on more traditional and well-known threats—like malware or network attacks—while SaaS security falls by the wayside. Without dedicated SaaS tools or staff, tasks like access reviews to uncover local SaaS accounts and third-party integration audits that would be considered "standard modus operandi" for traditional IT are neglected. SaaS tools can be deployed as quickly as the swipe of a credit card. Often, IT is not the "owner" of the SaaS application. Line-of-business teams prioritize agility and productivity, not security oversight. As a result, governance processes can't corral or keep up with SaaS adoption. In fact, 65% of unsanctioned SaaS apps are adopted without IT's involvement, and 59% of IT leaders say SaaS sprawl is hard to manage. Security teams are left playing catch-up, trying to enforce controls after deployment, which is often too late. Enterprises often assume that if a SaaS vendor claims to be secure (e.g., with SOC 2 or ISO certifications), then no further action is needed. This misplaced trust creates a false sense of security. While SaaS vendors may protect infrastructure, they can't control how customers use their platforms. Misconfigured permissions, unsecured data sharing or unvetted integrations can still lead to breaches—even on compliant platforms. Many companies focus more on achieving compliance checkboxes than addressing actual risk. Regulatory frameworks like HIPAA or GDPR may mandate certain practices, but they don't cover every SaaS-specific risk. This compliance-centric mindset can lead to security complacency. Organizations may pass audits but still be vulnerable to evolving SaaS threats like OAuth abuse, insider risk or third-party API exploitation. SaaS apps rarely work alone—they connect to other tools via APIs or integrations. These third-party connections often have broad permissions and can serve as attack paths if not properly secured. A recent report found that 64% of active third-party SaaS integrations in enterprises are over-permissioned. And 68% had unknown or unmonitored third-party APIs, leaving them open to abuse or misconfiguration. SaaS security isn't neglected because organizations don't care—it's neglected because of visibility gaps, cultural misunderstandings, rapid adoption cycles and strained security resources. To close these gaps, enterprises need to: • Gain visibility into SaaS usage and integrations. • Clarify roles under the shared responsibility model. • Dedicate resources to SaaS posture management. • Adopt a risk-based approach, not just compliance. • Continuously monitor configurations, access and third-party connections. • Ensure their SOC and incident response teams are empowered with tooling to respond to SaaS-related incidents. With the right focus, SaaS security can become a strength rather than a blind spot. Forbes Technology Council is an invitation-only community for world-class CIOs, CTOs and technology executives. Do I qualify?
CNA
12 hours ago
- Business
- CNA
Accenture beats third-quarter revenue estimates
Accenture beat Wall Street estimates for third-quarter revenue on Friday, driven by growing demand for the consulting giant's AI-driven services from enterprise customers. The company reported revenue of $17.7 billion for the quarter ended May 31, compared with analysts' average estimate of $17.30 billion, according to data compiled by LSEG.
