Dell Technologies

Dell Technologies, Inc. is a holding company, which engages in the provision of information technology hardware, software, and service solutions through its subsidiaries. It operates through the following segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment consists of sales to commercial and consumer customers of desktops, thin client products, and notebooks. The VMware segment provides compute, cloud management, networking and security, storage and availability, and other end-user computing offerings. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Earnings data Q4 2021

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Dell reports resilient Q1 performance and focuses on cloud growth

Dell's Q1 performance showcased resilience in the face of challenges, with strong revenue, gross margins, and cash flow. The company's focus on innovation and cost management positions it well for future growth, despite softness in certain segments. Dell remains optimistic about opportunities in cloud services and expects improvement in demand as the year progresses.

Dell reports strong Q2 earnings, raises FY '24 revenue expectations

The earnings call provided insights into Dell's performance, market dynamics, and strategic focus on AI, storage, and capital allocation. The company's growth opportunities were discussed, along with its pricing discipline and focus on core profit pools across the market.

Dell reports solid Q3 performance, eyes growth in fiscal '25

Dell's Q3 performance was solid, driven by strong cash flow and AI-optimized server demand. While facing challenges in CSG revenue and ISG margin rates, the company is focused on capital return and anticipates growth opportunities in fiscal year '25.

Dell reports record FY '23 revenue and EPS, anticipates challenging FY '24 start

Dell Technologies delivered strong financial performance in FY '23, with record revenue and EPS. While facing challenges in Q4 and expecting a tough start to FY '24, Dell remains confident in its long-term market health. The company is focused on cost controls, innovation, and gaining share in core business segments.

Dell Technologies Q1 earnings resilient amidst soft storage demand

Dell Technologies navigated a challenging demand environment with a focus on cost management and innovation. While facing margin pressure from soft storage demand, the company aims for sequential growth and margin improvement. Share repurchases exceeded targets, and leadership changes were announced.

Dell Technologies surpasses Q2 expectations, eyes AI growth opportunities

Dell Technologies exceeded Q2 expectations with strong financial performance driven by AI solutions and robust server demand. Despite market challenges, Dell remains optimistic about growth in premium PC segments and opportunities in AI innovation. The company's strategic focus on AI, cost efficiency, and pricing discipline positions it well for future success.

Dell Technologies reports solid Q3 earnings amidst AI growth

Dell Technologies delivered strong financial results in Q3, with revenue of $22.3 billion and a focus on profit and cash flow amidst operational challenges.
The company showcased strengths in margin management, product mix optimization, and growth in key segments like AI-optimized servers and data protection.
While facing challenges such as supply chain constraints and margin pressures, Dell is well-positioned to capitalize on opportunities in AI, networking, and storage markets.
With a strategic focus on profitable growth, capital returns to shareholders, and market expansion, Dell aims to return to growth in FY '25 above its long-term financial framework.

Dell Technologies reports strong Q4 earnings, eyes AI growth

Dell Technologies is well-positioned for growth, with a focus on operational excellence and profitability. The company anticipates growth in ISG fueled by AI and modest growth in traditional servers. Dell's commitment to returning value to shareholders and optimism for the future highlight a positive outlook.

Dell Technologies reports strong Q1 earnings, eyes AI growth

Dell Technologies delivered a solid performance in Q1 with revenue growth driven by servers and commercial PCs. The company showcased strength in AI innovation and storage solutions.
Challenges lie in margin pressure from inflationary costs and increased server mix. However, opportunities in AI growth, commercial clients, and storage revenue improvement are on the horizon.
Overall, Dell's financial position remains robust, with positive guidance for FY '25 revenue and a focus on accelerating AI adoption. The company's engineering expertise and innovation momentum are key strengths.

Dell reports robust Q2 earnings, eyes AI opportunities for growth

Dell Technologies delivered a strong Q2 performance with revenue up 9% to $25 billion, driven by record servers and networking business.
Despite challenges in gross margin and storage revenue, the company's focus on AI, customer-centric approach, and cost management present opportunities for future growth.
Optimism surrounds AI and IT hardware refresh cycle, positioning Dell to leverage strengths, drive innovation, and capitalize on emerging market trends.
Transition in Investor Relations leadership and financial stability underscore Dell's commitment to adaptability and growth amidst evolving market dynamics.

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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

DELL's recent dip offers a buying opportunity for investors, given its robust portfolio of AI-optimized servers and an expanding partner base.

DELL Loses 11% in a Week: Should Investors Buy the Dip?

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Despite some headwinds, the underlying force to dominate Dell Technologies Inc. stock in the next ~2 years is its business cycle. My assessment is that Dell is currently transitioning out of the contracting phase and starting a new expansion phase. My conclusion is reached after analyzing its inventory levels (the topic of my previous article) and its growth drivers (the topic of this article).

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Dell Technologies Inc (NYSE:DELL) stock is 6.7% lower at $125.29 at last glance, suffering a significant bear gap following news that the Biden administration plans to tighten restrictions  on the chip industry amid rising concerns with dealing in China.

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In the latest trading session, Dell Technologies (DELL) closed at $137.22, marking a -1.68% move from the previous day.

Dell Technologies (DELL) Stock Dips While Market Gains: Key Facts

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Dell's overall business results might lead investors to think the business is stuck. However, the company is witnessing some newfound demand in its infrastructure solutions.

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With its huge opportunity in artificial intelligence, Dell Technologies (NYSE: DELL ) is one of the best tech stocks investors can own. In late May, DELL stock rallied to an all-time high of just under $180 per share on expectations that the company will see exponential growth from sales of its AI servers.

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xAI just raised $6 billion of funding, and it's using some of that capital to build a factory with Dell and Super Micro Computer. Dell and Supermicro are emerging as leaders in the infrastructure solutions pocket of the AI arena.

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Dell founder Michael Dell let investors know about his plans to sell 10 million shares. Is this a bearish sign?

The Founder of Dell Is Selling $1.3 Billion Worth of Shares. Should Investors Be Getting Out, Too?

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Is Dell Technologies (DELL) Stock Undervalued Right Now?

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AI Breakthrough Names Dell NativeEdge as “Best AI Edge Solution” in 7th Annual Artificial Intelligence Breakthrough Awards Program

Dell Technologies Inc. stock fell 26% from 52-week high, now trading above the 50-day moving average. Dell reported strong earnings, with revenue up 6% year over year and $1.1 billion returned to shareholders. Dell is undervalued with 15 forward P/E ratio and 1 times sales, poised for EPS growth and linked to Nvidia's new Blackwell chip and Musk xAI data center.

Dell: My Top AI Derivative Play Just Went On Sale

Oracle's massive revenue pipeline suggests that it will capitalize on the fast-growing cloud AI market. Dell Technologies can benefit from two AI-related markets.

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Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock

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