| Stage | DELL | % of rev | HPE | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $47.0B | 100.00% | $12.2B | 100.00% | DELL ×3.85 |
| Gross profit | $9.8B | 20.93% | $4.9B | 40.11% | HPE +19.2pp |
| Operating income | $5.4B | 11.46% | $1.4B | 11.41% | DELL +0.1pp |
| Pre-tax income | $5.1B | 10.92% | $1.8B | 14.43% | HPE +3.5pp |
| Net income | $4.1B | 8.80% | $1.5B | 12.61% | HPE +3.8pp |
| Stage | DELL | HPE | Gap · A − B |
|---|---|---|---|
| Revenue | $47.0B100.00% | $12.2B100.00% | DELL ×3.85 |
| Gross profit | 20.93%$9.8B | 40.11%$4.9B | HPE +19.2pp |
| Operating income | 11.46%$5.4B | 11.41%$1.4B | DELL +0.1pp |
| Pre-tax income | 10.92%$5.1B | 14.43%$1.8B | HPE +3.5pp |
| Net income |
| 8.80%$4.1B |
| 12.61%$1.5B |
| HPE +3.8pp |
DELL · SNX 10-KJan 24 '25
“Our primary OEM suppliers include Apple, Inc., Cisco Systems, Inc., Dell, Inc., Hewlett-Packard Enterprise Company, HP Inc., International Business Machines Corporation, Lenovo Group Ltd., Microsoft Corporation, and Samsung Electronics Co., Ltd.”
HPE · SNX 10-KJan 24 '25
“Our primary OEM suppliers include Apple, Inc., Cisco Systems, Inc., Dell, Inc., Hewlett-Packard Enterprise Company, HP Inc., International Business Machines Corporation, Lenovo Group Ltd., Microsoft Corporation, and Samsung Electronics Co., Ltd.”
DELL · NTNX 10-KSep 24 '25
“Our software can run on qualified hardware from Cisco Systems, Inc. ("Cisco"), Dell Technologies ("Dell"), Fujitsu Technology Solutions GmbH ("Fujitsu"), Hewlett Packard Enterprise ("HPE"), and Lenovo Group Ltd. ("Lenovo"), as part of Cisco Compute Hyperconverged with Nutanix, Dell XC, Fujitsu XF, HPE DX, and Lenovo Converged HX, respectively.”
HPE · NTNX 10-KSep 24 '25
“HPE also delivers our software with HPE DX servers as a service through the HPE GreenLake offering.”
DELL · CNXN 10-KFeb 24 '26
“Products manufactured by Microsoft Corporation, HP Inc., and Dell Inc. represented approximately 16%, 13%, and 12%, respectively, of our total product purchases in 2025.”
HPE · CNXN 10-KFeb 24 '26
“We offer a broad selection of over 460,000 products at competitive prices, including products from vendors like Apple, Cisco, Dell Inc., HP Inc., Hewlett-Packard Enterprise, Intel, Lenovo, Microsoft Corporation, and VMware by Broadcom, and we partner with more than 1,600 suppliers.”
DELL · INGM 10-KMar 3 '26
“Our vendors include many of the largest tech companies, including Advanced Micro Devices, Apple, Amazon Web Services (AWS), Cisco, Dell Technologies, Hewlett Packard Enterprise, HP Inc., Lenovo, Microsoft, NVIDIA and Super Micro Computer.”
HPE · INGM 10-KMar 3 '26
“For example, in January 2024, HPE, one of our longstanding vendor partners, announced its intention to acquire Juniper Networks, another one of our longstanding vendor partners.”
DELL · CSPI 10-KDec 16 '25
“Our key offerings include products from Hewlett Packard Enterprise (HPE)/Aruba, Cisco Systems, Palo Alto Networks, Nutanix, Dell EMC, Juniper Networks, Varonis, Cato Networks, Fortinet, Microsoft and Barracuda.”
HPE · CSPI 10-KDec 16 '25
“Our key offerings include products from Hewlett Packard Enterprise (HPE)/Aruba, Cisco Systems, Palo Alto Networks, Nutanix, Dell EMC, Juniper Networks, Varonis, Cato Networks, Fortinet, Microsoft and Barracuda.”