Read Post
Mon, 08 Sep 2025 12:42:07 -0700
doublefriedchicken from private IP, post #12518809
/all
I remain convinced this thing is insane
Okay, a detailed look at Dell's 10k indicates the following:
Based on Dell Technologies' fiscal 2024 financials (ended February 2, 2024), the company's total net revenue was $88.4 billion. This breaks down into products
revenue of $69.9 billion (primarily hardware sales across ISG and CSG) and services revenue of $18.5 billion.The services revenue line item is the key figure
related to service contracts, as it predominantly consists of recognized revenue from extended warranties, support and maintenance contracts, deployment
services, and other related offerings tied to hardware sales in both ISG and CSG. This revenue is recognized ratably over the contract term (typically 1-5
years), per Dell's revenue recognition policy under ASC 606.
I am patent pending on the ideal solution (and technically required outside of the US since I defeated Solvency II).
Not trying to be a dick but I think 100 basis points sounds reasonable. That's 185 million a year from Dell.
Mon, 08 Sep 2025 12:43:24 -0700
doublefriedchicken from private IP
Reply #19454076
The ideal implementation of the revenue recognition policy.
Mon, 08 Sep 2025 18:39:18 -0700
whiteguyinchina from private IP
Reply #19998649
For some reason the Kenny Rogers song the gambler plays as i read your post
.....
You never count your money when you're sitting at the table
They'll be time enough for counting
When the dealings done
....
I really really hope you get even a quarter of that from Dell but I just don't see them forking it over so easily
Anyway I am rooting for you
Tue, 09 Sep 2025 09:03:00 -0700
doublefriedchicken from private IP
Reply #16161374
The Dell revenue is quite marginal. The killer app is the ability to lend 25 billion in excess reserves through synthetic lending.
Wed, 10 Sep 2025 08:15:09 -0700
whiteguyinchina from private IP
Reply #16755617
👍
Would you not need to insure those excess reserves somehow? Another industry created.
Wed, 10 Sep 2025 14:22:49 -0700
doublefriedchicken from private IP
Reply #10851467
I think I was wrong on the Dell service contract revenue. It's probably closer to 5 billion. Who knows? This shit is opaque but it's all audited. They have
to use the correct revenue recognition standard which I may have patented. Overall it's looking like 100 billion will fall under this standard and 50 billion
will need excess reserves which can be synthetically lent under the IP. Probably about 25 billion in excess equity. Projected to grow to 300 billion by 2030.
It's a hot product.
@16755617 doublefriedchicken 👍
Replies require login.
