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

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q3 2025

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.

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DELL, CSTM, STEP, TCOM and IBKR have been added to the Zacks Rank #1 (Strong Buy) List on April 15, 2024.

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Dell Technologies is a much larger company than Super Micro Computer, but that doesn't automatically make it a better investment.

Should Investors Buy Super Micro Computer Stock Instead of Dell Stock?

Dell Technologies (DELL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Dell Technologies (DELL) Moves to Strong Buy: Rationale Behind the Upgrade

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DELL, AGRO and SIGA made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on April 10, 2023.

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DELL, WEAV, AGRO, SIGA and STEP have been added to the Zacks Rank #1 (Strong Buy) List on April 10, 2023.

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AGRO, STEP and DELL made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 10, 2023.

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AGRO, CSTM and DELL made it to the Zacks Rank #1 (Strong Buy) value stocks list on April 10, 2023.

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It's no secret that tech stocks are on fire. The major American stock indexes have reached new highs in 2024, with growth and technology companies leading the way.

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Dell's stock has generated impressive gains over the past five and a half years. It expects its two core businesses to return to growth this year.

Could Dell Technologies Stock Help You Become a Millionaire?

Shares of Dell Technologies Inc. are near record territory, and one analyst sees plenty of reasons why their momentum can continue.

Look out, Super Micro — Dell is gaining steam, and its stock could keep soaring

Dell Technologies (DELL) is riding on a robust portfolio and an expanding network of partners that is expected to drive top-line growth.

Dell Technologies (DELL) Rides on Strong Portfolio, Partner Base

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A chip company backed by a leading hedge fund has filed a lawsuit in France against Intel Corp and two of its customers, Dell and Hewlett-Packard, in a case that could see the tech giants blocked from importing certain microchips to the country.

Intel, Dell and HP face lawsuit in France as fight with Third Point continues

Dell Technologies' AI server orders grew rapidly last quarter. Dell is also in a position to benefit from the growing adoption of AI PCs.

Better Artificial Intelligence (AI) Stock: Dell vs. Super Micro Computer

Dell Technologies has successfully expanded its business into computing infrastructure. The company is now seen as a beneficiary of surging AI spending.

Should You Buy This Sneaky Artificial Intelligence Stock Before It's Too Late?

Dell Technologies (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Dell Technologies Inc. (DELL) Hit a 52 Week High, Can the Run Continue?

ROUND ROCK, Texas , April 5, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) and Northwestern Medicine are using AI to innovate and strengthen patient care to deliver significant advancements in medicine, including the development and evaluation of a generative multimodal large language model (LLM) for the interpretation of chest x-rays. Northwestern Medicine embarked on a mission to use AI to enhance patient care while reducing physician burnout.

Dell Technologies and Northwestern Medicine to Advance Patient Care through AI Innovation

Dell stock hit an all-time high in March even though its business declined in the past year and it laid off workers. Demand for the company's AI products is skyrocketing as the company counterpositions itself in the market.

Why Dell Technologies Stock Jumped Over 20% Last Month

Dell Inc. (NASDAQ:DELL) shares hit a record high price of $131.40 on Thursday morning as part of a broader rally in the stock driven by interest in the technology maker's AI servers powered by NVIDIA Corp (NASDAQ:NVDA, ETR:NVD) H100 chips.    Shares of Dell are up more than 70% in the year to date and more than 210% in the last 12 months.

Dell shares hit record high on soaring demand for AI servers

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DELL, NRXP, STEP, TCOM and PARAA have been added to the Zacks Rank #1 (Strong Buy) List on April 4, 2023.

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Dell Technologies' fortunes are set to turn around thanks to growth in the PC and server markets. Orders for Dell's AI servers are already increasing at a nice pace, and the multibillion-dollar opportunity in this segment bodes well for the company.

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Michael Dell is growing richer by the day as the Dell stock price continues its strong surge. According to Bloomberg, his net worth has jumped by more than $27 billion this year and currently stands at over $106 billion.

Dell stock is flying, lifting Michael Dell's net worth by $27 billion

STEP and DELL made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 4, 2023.

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DELL and PARAA made it to the Zacks Rank #1 (Strong Buy) value stocks list on April 4, 2023.

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After an unconvincing start to the quarter for tech stocks, more optimism is beginning to shine through.

News for Dell Technologies Stock (DELL)