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.

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Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?

Dell Technologies (DELL) closed the most recent trading day at $129.85, moving -0.78% from the previous trading session.

Dell Technologies (DELL) Suffers a Larger Drop Than the General Market: Key Insights

Dell's AI-driven server sales are booming, positioning its ISG segment as a high-growth area in the AI data center market. Rising free cash flow enables increased share buybacks and dividends, reinforcing Dell's financial stability and commitment to shareholder returns. Despite a 75% YTD gain, Dell's stock trades at a discount, but further growth may require rethinking its declining PC segment to focus on AI.

Dell Technologies: A Revolution In Fundamentals Yet To Be Priced In

Dell posted another strong quarter of profits in August. Shares remain a bargain given healthy out-year EPS estimates. I outline key price levels to monitor ahead of the Q3 2025 earnings report and take a look at what the options market suggests.

Dell: Expecting Another Strong Quarter, The GARP Case Remains

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Dell might not see immediate financial benefits, but an analyst thinks customers are paying attention to Super Micro's auditor exit, which could start helping Dell next year.

Here's what Super Micro's struggles may mean for Nvidia and Dell

Dell is well-positioned to capture market share in data center rack solutions due to Super Micro's structural issues, as customers may move project backlogs away from the latter. Dell's Infrastructure Solutions Group, fueled by surging AI demand, has become a powerhouse, growing 80% and now contributing nearly half of Dell's total revenue. Stable margins and eased competition could improve the Company's profitability in high-demand AI infrastructure.

Dell Winning The Zero-Sum Game Vs. Super Micro

Dell Technologies Inc. (NYSE: DELL) has emerged as a key beneficiary from recent financial turmoil at Super Micro Computer Inc. (NASDAQ: SMCI).

AI predicts Dell stock price for year-end

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Why Dell Stock Is Surging Today

Dell Technologies likely will be a major beneficiary of troubles at rival Super Micro Computer, analysts say. Dell stock jumped Wednesday.

Dell Poised To Gain Market Share Amid Super Micro's Troubles

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It

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Are Computer and Technology Stocks Lagging Dell Technologies (DELL) This Year?

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Dell Technologies (DELL) concluded the recent trading session at $120.66, signifying a -1.54% move from its prior day's close.

Dell Technologies (DELL) Stock Declines While Market Improves: Some Information for Investors

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Where Will Dell Technologies Stock Be in 3 Years?

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Dell Technologies (DELL) is a Top-Ranked Momentum Stock: Should You Buy?

In the closing of the recent trading day, Dell Technologies (DELL) stood at $125.66, denoting a -0.63% change from the preceding trading day.

Dell Technologies (DELL) Declines More Than Market: Some Information for Investors

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News Summary Secureworks shareholders to receive $8.50 per share in cash Sophos intends to integrate solutions from both companies into a broader and stronger security portfolio for all small, mid- and enterprise customers By combining complementary AI-driven security platforms powered by automated prevention, detection and response, the two organizations can deliver advanced solutions for defeating modern, persistent adversaries even faster The deal is expected to strengthen the security community by bringing together two industry leaders with shared mission-driven cultures OXFORD, United Kingdom and ATLANTA, Oct. 21, 2024 (GLOBE NEWSWIRE) -- Sophos and Secureworks ® (NASDAQ:SCWX), two global leaders of innovative security solutions for defeating cyberattacks, today announced a definitive agreement for Sophos to acquire Secureworks. The all-cash transaction is valued at approximately $859 million.

Sophos to Acquire Secureworks to Accelerate Cybersecurity Services and Technology for Organizations Worldwide

Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know

New integrated rack, server and storage enhancements power high-performance AI workloads Round Rock, TEXAS , Oct. 15, 2024 /PRNewswire/ --                                                      News summary Dell Integrated Rack 7000 offers liquid cooled high density compute infrastructure with scalable power management Dell PowerEdge XE9712 is an NVIDIA GB200 NVL72-based platform targeted toward the largest AI GPU clusters for large language model (LLM) training and real-time inference Dell PowerEdge M7725 is a direct-to-chip liquid cooled 5th Gen AMD EPYC-based system for high-performance, dense compute Dell PowerScale advancements deliver increased capacity, accelerate AI workload performance and improve data discoverability Dell Data Lakehouse and Dell Services simplify how customers access and manage their data Dell Generative AI Solutions with Intel provide AI optimized solutions for any size workload Full story Dell Technologies (NYSE: DELL) introduces new integrated rack-scalable systems, server, storage and data management innovations to the Dell AI Factory, powering high density computing and AI workloads at scale. "Today's data centers can't keep up with the demands of AI, requiring high density compute and liquid cooling innovations with modular, flexible and efficient designs," said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies.

Dell AI Factory Transforms Data Centers with Advanced Cooling, High Density Compute and AI Storage Innovations

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News for Dell Technologies Stock (DELL)