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

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Dell Technologies (DELL) Surges 7.9%: Is This an Indication of Further Gains?

Evercore ISI analyst Amit Daryanani added both HP and Dell stock to his firm's “tactical outperform” list in anticipation of upbeat earnings news from both PC makers.

Buy Dell and HP Stock Ahead of Earnings. Why an Analyst Is Bullish on Both.

Ahead of its upcoming earnings report on February 29, Dell Technologies NYSE: DELL just broke out of a lengthy consolidation. Year-to-date, the technology and computer giant is now up almost 15% and a whopping 109% over the previous year.

Dell Technologies breaks out ahead of earnings release

Salesforce

Earnings season for the fourth and final quarter of 2023 is drawing to a close, with many big names having already reported. Earnings season has been strong so far.

Bringing Up the Rear: 3 Key Stocks to Watch Before Q4 Earnings Come to an End

NVIDIA

Applied Materials

Advanced Micro Devices

Arista Networks

ARM Holdings PLC

Broadcom

Cadence Design Systems

Micron Technology

Palantir Technologies

Super Micro Computer

Synopsys

CEO Jen-Hsun Huang said AI is “enabling a whole new industry.”

Nvidia's AI Boom Spurs AMD, ARM, Super Micro, Palantir, and Many Other Stocks

News summary  Dell Telecom Infrastructure Automation Suite software automates deployment and management of multi-vendor telecom infrastructure for simpler, cost-effective operations Dell Telecom Infrastructure Block adds support for 5G core workloads at the edge and a Dell certification program for industry partners to speed validation of network technologies Globe advances network cloud deployment and increases network operations efficiency with Dell Telecom Infrastructure Blocks for Red Hat ROUND ROCK, Texas , Feb. 21, 2024 /PRNewswire/ --  Full story  Dell Technologies (NYSE: DELL) announces new solutions to help communications service providers (CSPs) facilitate network cloud and operations transformation to achieve improved economics and agility, while maintaining network reliability. Dell is using its decades of experience in digital transformation and deep industry partnerships to design telecom solutions that reduce risk, so CSPs can ease the deployment, automate the operation and simplify the support and lifecycle management of disaggregated network cloud infrastructure.

Dell Technologies Telecom Solutions Accelerate Network Cloud Transformation

ROUND ROCK, Texas , Feb. 19, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, Feb. 29, 2024, at 3:30 p.m. CST to discuss its fiscal 2024 fourth quarter and full-year financial results.

Dell Technologies to Hold Conference Call Feb. 29 to Discuss Fourth Quarter and Full Fiscal 2024 Financial Results

Dell currently trades undervalued based on a DCF calculation. There is a potential 20% upside assuming 3% growth. Dell is well-positioned to capitalize on the growing demand for AI-driven tools, such as generative AI chatbots. The AI market size is estimated to grow by 6x through 2030. Management confirmed a targeted dividend growth of 10% annually through 2028.

Dell: Strong Dividend Growth Accompanied By AI Growth Catalyst

Nokia

Nokia and Dell Technologies have agreed a partnership to help deploy so-called private 5G networks and adapt networks to the cloud, they said in a joint statement on Thursday.

Nokia and Dell agree partnership on private 5G, cloud networks

News summary  Nokia adopts Dell Technologies as its preferred infrastructure partner for Nokia AirFrame servers, helping transition customers to Dell PowerEdge servers with Dell global services and support Dell adopts Nokia as its preferred private wireless partner for enterprise edge use cases, providing businesses with seamless integration and support The companies continue joint research and development efforts and platform and application testing in the Dell Open Telecom Ecosystem Lab ROUND ROCK, Texas and ESPOO, Finland , Feb. 15, 2024 /PRNewswire/ --  Full story  Dell Technologies (NYSE: DELL) and Nokia (NYSE: NOK) announce the extension of a strategic partnership to use each company's expertise and industry-leading solutions, including infrastructure solutions from Dell and private wireless connectivity from Nokia, to advance open network architectures in the telecom ecosystem and private 5G use cases among businesses. As part of the agreement, Nokia will adopt Dell as its preferred infrastructure partner for existing Nokia AirFrame customers, offering Dell's technology as the infrastructure of choice for telecom cloud deployments.

Dell Technologies and Nokia Announce Strategic Partnership to Advance Network Cloud Transformation and Private 5G

HCA Healthcare

Progressive

At the start of 2024, traders were pricing in an incredibly dovish six rate cuts this year, but not anymore. After strong economic growth, robust labor, and hotter than forecasted inflation data rolled in, expectations have fallen to just four cuts now.

Higher for Longer: 3 Stocks to Benefit from Falling Rate Cut Expectations

Hewlett Packard

If you love the concept undergirding information technology ( IT ) stalwart Super Micro Computer (NASDAQ: SMCI ) – and who doesn't? – but just don't want to pay “full retail,” then Super Micro Computer alternative picks may be right for you.

3 Alternative Picks if You Love Super Micro Computer Stock

Dell has told "hybrid" staff to start coming into the office about three days a week. It said "in-person connections paired with a flexible approach are critical to drive innovation.

Dell tells 'hybrid' workers to come into the office 3 days a week

Mastercard

Walmart

Dividends continue to be highly prized by investors. Consistent and reliable dividend payments can help grow a portfolio when reinvested, and the passive income stream can be a big help to retirees and people living on fixed incomes.

The 3 Best Dividend Stocks to Invest In for Big Gains in 2024

Booking Hlds

NRG Energy

NRG, DELL and BKNG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 1, 2023.

Best Momentum Stocks to Buy for February 1st

Cisco Systems

ServiceNow

In 2023, the AI winners and losers were largely defined by how they found ways to make money from the technology. Nvidia NVDA, +2.35% emerged as the clear leader, its products powering the growth of large language models.

Salesforce, AMD and other Big Tech stocks not named Nvidia that look smart as AI goes mainstream

Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

Dell Technologies (DELL) Is Up 4.89% in One Week: What You Should Know

Apple

Lenovo Group Ltd

PC sales rebounded in the fourth quarter of 2023 and are poised to increase this year, which will help stocks like Lenovo Group Limited (LNVGY), HP Inc. (HPQ), Dell Technologies Inc (DELL) and Apple, Inc. (AAPL).

Global PC Shipments Jump in Q4: Can Sales Rebound in 2024?

Amkor Technology

Amazon

ASML Hld

Camtek

Alphabet

Intel

KLA-Tencor

Kulicke & Soffa Industries

Lam Research

Micron Solutions

Marvell Technology

Microsoft

Onto Innovation

Oracle

Taiwan Semiconductor Manufacturing

Nvidia is dominating the artificial intelligence market, and here are some other stocks that can also benefit.

26 Spectacular Semiconductor and Artificial Intelligence (AI) Stocks for 2024 and Beyond

I am reiterating my buy rating for Dell. Strong traction in the AI-server space, stabilization in traditional servers, and PC demand recovery will drive stronger performance in FY25. Assuming Dell trades at the current 7.3x forward EBITDA, I expect a 1-year total return of 14% (2% from dividends).

Dell Technologies: I Am Expecting A Strong FY25 Performance

Cambium Networks Corp

Extreme Networks

Fortinet

Juniper Networks

Palo Alto Networks

Splunk

Ubiquiti Inc

We have our first big merger of 2024. Hewlett Packard Enterprise (NYSE: HPE ) is buying Juniper Networks (NYSE: JNPR ) for about $14 billion.

Don't Bet on Tech M&A Wave Following HPE-JNPR Deal

Dell Technologies Inc. (DELL) Management Presents at Fireside Chat with Bernstein Conference (Transcript)

Executives from the major personal computer makers were practically giddy talking about business prospects for AI PCs during an event at CES 2024.

HP, Dell Join Intel Push For AI PCs. Microsoft Copilot Called 'Marquee' Feature.

QUALCOMM

It's hard to imagine that the chip and technology sector could repeat the stunning year it had in 2023, but financial and technology analyst groups both are nearly universal in agreement that 2024 will be just that.

These Big Tech stocks look to grab the biggest AI market share in 2024

Caterpillar

Canadian National Railway Company

Canadian Pacific Kansas City Limited

Hudson Technologies

Terex

There are many uncertainties about 2024 and the direction the economy is going to go. Yet, I see three tailwinds that should in any case help three stocks. In three different industries, with no mention of AI, I see three interesting picks I want to share with my readers.

3 Stocks With Strong Tailwinds In 2024

News for Dell Technologies Stock (DELL)