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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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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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 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.

SoFi, Amazon, Dell, Micron, and Other Tech Stocks in Focus Today

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The booming demand for AI servers is going to be a tailwind for the likes of Supermicro and Dell. Memory chips and custom chips will see a jump in sales, and there are solid ways for investors to take advantage.

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Dell Technologies Inc. DELL, +8.56% was a hot company around the turn of the century, as it leapt ahead in the fast-moving race to sell personal computers. The company became the top-selling computer-systems provider globally in 2001.

Dell's stock is at a new high — and it has beaten Apple's over a five-year span

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Investors must distinguish sustainable cash flow generators from the rest. Axcelis Technologies' phenomenal run may be over with possible lackluster growth ahead.

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It's been a remarkably strong quarter for artificial intelligence (AI) stocks as investors continue to flock to firms that have the best chances of monetizing the new technology. Going into the second quarter, the price of admission to numerous AI stocks has undoubtedly risen.

3 Strong Buy AI Stocks to Add to Your Q2 Must-Watch List

Dell Technologies (NYSE: DELL ) stock is a must-own as sales of personal computers rebound and we enter the new age of computers driven by artificial intelligence. DELL stock has enjoyed a huge run, having nearly tripled its share price in the last 12 months.

Why Dell Is the Stock to Own for the AI Computer Era

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Is the incredible run in tech stocks about to come to an end? Some analysts are warning that the market could be in a bubble, and that investors should be prepared for a significant market correction.

Tech Stock Warnings: Why Super Micro, Dell, and Symbotic Are Ripe for a Sell-Off

Dell (NYSE: DELL ) layoffs are a hot topic on Tuesday after a recent filing revealed the company cut additional jobs to reduce costs. According to this latest filing, Dell reduced its headcount from 126,000 workers to 120,000 over the course of a year.

Dell Layoffs 2024: What to Know About the Latest DELL Job Cuts

Dell Technologies (DELL) shares are in focus Tuesday after the PC and laptop maker revealed in a regulatory filing late Monday that it has trimmed its workforce as part of a broader cost cutting initiative that also includes limiting external hiring and reorganizing staff to meet client priorities.

Dell Stock in Focus After PC Maker Discloses Job Cuts—Key Price Levels to Watch

Dell Technologies said on Monday it cut its workforce as part of a broader initiative to reduce costs.

Dell lays off workforce as part of broader cost cuts

In recent months, there has been a notable rise in insider trading among prominent CEOs, such as Mark Zuckerberg, Jeff Bezos, and Alex Karp. The latest addition to this trend is Michael Dell, the CEO of Dell (NYSE: DELL).

Monster insider trading alert for DELL stock

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The artificial intelligence (AI) revolution is captivating investors' attention in a way we haven't witnessed since the advent of the internet. Customizable rack server specialist Super Micro Computer was sent to the chopping block in the fourth quarter by three top-tier billionaire investors.

Forget Super Micro Computer: Billionaires Are Selling It and Buying These 6 Artificial Intelligence (AI) Stocks Instead

Super Micro Computing specializes in IT architecture solutions, including server design and storage clusters. Dell Technologies is a competitor to Supermicro and could be a better buy given valuation disparities between the two stocks.

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Here are five stocks that match our screening criteria - AEO, AL, DELL, UHS and PAGS.

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Dell's AI Pivot: A Masterful Move or a Desperate Attempt to Stay Relevant?

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The popularity of artificial intelligence (AI) has to do with its application in virtually every sector and industry. Despite being the hottest thing since sliced bread, shares of AI infrastructure titan Nvidia were aggressively sold by three successful billionaire asset managers.

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CHALFONT ST PETER, England--(BUSINESS WIRE)--RWS, a unique, world-leading provider of technology-enabled language, content and intellectual property solutions, today announces that Dell Technologies (“Dell”) has signed a multi-year agreement for Evolve, RWS's groundbreaking linguistic AI solution. Evolve, which offers transformative efficiency gains across the supply chain for organizations with substantial translation demands, will become a cornerstone of Dell's AI-powered localization strateg.

News for Dell Technologies Stock (DELL)