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Proact is a European technology company that provides hybrid cloud solutions for mission-critical and societal data infrastructure. The company helps organizations manage, protect and create value from data in environments where availability, security and compliance are critical. At the intersection of hybrid cloud, cybersecurity and AI-driven data growth, Proact supports its customers in meeting increasing demands for compliance and resilience.
* AI is increasing demand for hardware-based storage infrastructure * NetApp confirmed Dell's report, record order and sales growth * Focus on West and Central margins, growth ambitions to be covered on CMD Increasing demand for hardware infrastructure...
* Dell Storage sales +26% y-o-y driven by data center modernisation * Decent correlation to Proact System sales (partner to Dell), positive for Q3-Q4e * Delivery times the uncertain factor, but demand continues to surprise positively Dell Q2'27 with ...
* A combination of growth and cost reductions... * .. and a balance between pricing tailwinds & extended lead times * Small revisions to estimates, adj. EBITA +0-2% Combining top-line growth with lower costs Q2 adj. EBITA was 7% better than we expected...
