Dell Technologies Inc. (DELL) vs Microsoft Corporation (MSFT)

Dell Technologies Inc. is a diversified information technology company that primarily provides hardware solutions to enterprise customers. The company focuses on premium and commercial PCs, along with on-premises data center infrastructure for businesses. Dell maintains top-three market positions in its key segments, including personal computers, display peripherals, mainstream servers, and external storage. It benefits from a strong network of component suppliers and assembly partners, while also relying extensively on channel partners to support product sales and distribution.

Microsoft Corp develops and licenses software for both consumer and enterprise markets. The company is best known for its Windows operating systems and Office productivity applications. Its business is organized into three broadly equal segments: Productivity and Business Processes, which includes legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, and Dynamics; Intelligent Cloud, which includes Azure infrastructure- and platform-as-a-service offerings, Windows Server, and SQL Server; and More Personal Computing, which includes Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktop devices.