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

Earnings data Q1 2022

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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 Technologies (DELL) closed the most recent trading day at $131.68, moving +0.05% from the previous trading session.

Dell Technologies (DELL) Ascends But Remains Behind Market: Some Facts to Note

Dell Technologies (NYSE: DELL ) just suffered a stain on its otherwise remarkable performance so far this year. Earlier today, the firm notified customers that it suffered a compromising event.

Dell Data Breach 2024: What to Know as 49 Million Customers Feel Impacts

Technology giant Dell notified customers on Thursday that it experienced a data breach involving customers' names and physical addresses.

Dell discloses data breach of customers' physical addresses

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In the most recent trading session, Dell Technologies (DELL) closed at $125.10, indicating a +1.39% shift from the previous trading day.

Dell Technologies (DELL) Rises Higher Than Market: Key Facts

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Management attributed revenue decline to market weaknesses in PC and server segments but highlighted recovery in the latter half of 2023 and emphasized AI servers, storage, and PCs for future growth. We analyzed Dells AI developments across all three of its segments to identify any competitive advantages that could give it an edge in the respective markets it competes in. Notably, Dell's AI servers, exemplified by PowerEdge XE9680, exhibit strength, while PowerScale F900 enhances AI workloads, positioning Dell competitively in the market.

Dell: AI Competitiveness Could Strengthen Market Leadership

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Expanded data protection portfolio of appliances, software and  as-a-Service AI offerings help customers build a modern cyber resilient foundation News summary Next-generation PowerProtect Data Domain appliances enhance performance, efficiency and security Dell APEX Backup Services AI increases productivity and efficiency Native integration of Dell PowerProtect Data Manager with Dell PowerMax drives fast, efficient and more secure backup and recovery Full story ROUND ROCK, Texas , April 30, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) is expanding its data protection portfolio of appliances, software and as-a-Service offerings to help customers strengthen cyber resiliency in the face of increasing cyberattacks. With advances across the Dell Data Protection portfolio, Dell is helping customers build a modern and resilient foundation to protect data on-premises, in public clouds and at the edge.

Dell Technologies Introduces Multicloud Data Protection and AI Advances to Counter Increasing Cyberattacks

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Meta's plan to boost AI spending lifted shares of hardware companies, including Nvidia, Arista, Dell and Super Micro.

Nvidia, Arista, Dell, Super Micro Rise On Meta's AI Capex Plan

UBS sees the stock climbing to new highs in the near term based on booming demand for Dell's AI servers. Dell posted a decline in revenue last year, but the bright spot was a nearly 40% increase in AI server orders in the fiscal fourth quarter.

Dell Technologies Stock Has 20% Upside, According to 1 Wall Street Analyst

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Dell Expands Manufacturing Edge Solutions with Hyundai AutoEver and Intel

Chinese universities and research institutes recently obtained high-end Nvidia artificial intelligence chips through resellers, despite the U.S. widening a ban last year on the sale of such technology to China.

China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show

Dell is seeing rising demand for its products built for artificial intelligence. The growth of AI presents a multi-year revenue tailwind for the computer maker.

Is Dell Stock a Buy?

Dell's inventory levels indicate the end of the contraction phase and the beginning of the expansion phase. Analysts have a positive outlook for Dell's future earnings growth. I do see strong growth catalysts (such AI demand) that can support the positive projections.

Dell: Inventory Does Not Lie

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