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 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

Earnings data Q4 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.

Dell reports robust Q3 earnings, eyes AI and storage growth

Dell Technologies delivered a strong Q3 performance with revenue growth, improved EPS, and strong cash flow, underpinned by AI server momentum and product innovation.
While facing challenges in consumer demand and financial services, Dell's resilient supply chain and sustained server growth position it well for future opportunities.
With a focus on AI, storage, and server segments, Dell is poised for continued growth in fiscal year 2026, leveraging market trends and technological advancements.

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 experienced a surge of business to support the development of artificial intelligence (AI).

Is It Too Late to Buy Dell Technologies Stock?

Microsoft

NVIDIA

Artificial intelligence (AI) has been a key sector within the stock market. Many investors have poured their capital into the top AI stocks to buy, but there is plenty of risk.

The Top 3 AI Stocks to Buy in March 2024

Apple

Celsius Holdings

Southwest Airlines

Vistra Energy

Wingstop

As Nvidia Corp. NASDAQ: NVDA continues to lead the S&P 500 higher, even as other big techs such as Microsoft Corp. NASDAQ: MSFT and Apple Inc. NASDAQ: AAPL pull back sharply, some investors are wondering whether Nvidia stock may be overvalued.

Is It Time To Sell These 5 Overvalued Stocks?

Dell Technologies is benefiting from the strong demand of AI servers.

Is Dell Technologies the Next Super Micro Computer?

Dell Technologies Inc. (DELL) Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Hewlett Packard

Super Micro Computer

SoundHound AI Inc

Western Digital

In a previous column, published on Feb. 28, I predicted that medium-cap and small-cap stocks would surge, powered by their “favorable fundamentals and low valuations.” Last week, the latter process did indeed occur to a very large extent.

Seize the Surge: Why Investors Can't Ignore Small Caps, AI and Consumer Confidence Right Now

CrowdStrike

Dell MDR service is now available with the AI-native CrowdStrike Falcon® XDR Platform, delivering the speed, expertise and flexibility customers need to respond to threats AUSTIN, Texas and ROUND ROCK, Texas , March 5, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) and  CrowdStrike (Nasdaq: CRWD) announced an expanded strategic partnership to deliver Dell's  Managed Detection and Response (MDR) services with the industry-leading AI-native  CrowdStrike Falcon ® XDR platform , helping customers defend against increasingly complex cyberattacks. According to the  2024 CrowdStrike Global Threat Report , cyberattacks are faster, more sophisticated and stealthier than ever.

Dell Technologies and CrowdStrike Expand Partnership Delivering Comprehensive Managed Detection and Response

By adding CrowdStrike's Falcon XDR platform to its current Managed Detection and Response (MDR) service, Dell provides its global base of resellers with AI-based technologies their customers need to battle back against attacks.

CrowdStrike and Dell unleash an AI-powered, unified security vision

Dell soared 32% last Friday after its fourth-quarter report, reaching all-time highs. Yet Dell's numbers and commentary indicate perhaps even better things for key rival Super Micro Computer.

3 Reasons Dell's Good News Is Even Better News for Super Micro Computer

Advanced Micro Devices

Dell COO Jeff Clark recently said that the demand for Nvidia's and AMD's GPUs continues to soar. He also made a prediction that was bad news for Amazon, Microsoft, and Google parent Alphabet.

Dell Just Gave Nvidia and AMD Investors Something to Cheer -- and Amazon, Microsoft, and Google Investors Something to Perhaps Fear

Dell Technologies (DELL) stock has soared +32% following its strong Q4 results last Thursday which showed the IT solutions leader continues to gain an edge in its artificial intelligence offerings.

Time to Buy into Dell Technologies (DELL) Post-Earnings Rally?

Dell stock remained near record-high territory on Monday, following the company's upbeat fiscal fourth-quarter earnings report last week.

Dell Stock Pulls Back After Surge From AI-Driven Quarterly Beat

Dell Technologies exceeded expectations in FY Q4 2024, showcasing strong performance and highlighting opportunities in AI and server optimization. Dell's strategic focus on AI and on-premise solutions positions the company as a leader in the growing AI server market, projected to reach $150 billion by 2027. Despite the slow recovery of the PC market, Dell's robust strategy and commitment to long-term goals make it an attractive investment for sustained growth and value creation.

Dell Q4: AI Servers Are A Unique Opportunity

Look out, Super Micro investors, as Dell is starting to cement itself as a major player in artificial intelligence in the computer-server and storage market.

Look out, Super Micro: Dell is cementing itself as an AI play too

Broadcom

BigBear.ai Holdings

Micron Technology

Taiwan Semiconductor Manufacturing

Let's call it the Dell Effect. The storied hardware maker had a blowout fourth quarter, infusing the entire tech sector with optimism.

Why Artificial Intelligence and Tech Hardware Stocks Soared on Friday

Shares of Dell (NYSE: DELL ) stock are up by about 30% after the company reported its fourth-quarter earnings and announced a dividend increase of 20% to $1.78 per share. Much of the gains are attributed to excitement over the company's artificial intelligence (AI) services.

5 Investors Betting Big on Dell Technologies (DELL) Stock

Nvidia's stock market value was on track to close above $2 trillion for the first time on Friday after an upbeat report from Dell Technologies reignited Wall Street's AI-fueled rally.

Nvidia set to close with $2 trillion valuation as Dell stokes AI rally

Dell shares surged 29% on Friday after the company posted fiscal fourth-quarter results on that beat estimates.

Dell shares have best day since return to stock market in 2018

Dell's business is benefiting from surging interest in AI, and management's tone is upbeat. The stock is crushing the market after going public again, but shares might be getting too hot to handle.

Why Dell Technologies Stock Skyrocketed to an All-Time High Today

Dell Technologies (DELL) fourth-quarter fiscal 2024 results reflect strong demand for AI-optimized servers.

Dell (DELL) Q4 Earnings Top Estimates, Revenues Down Y/Y

Dell Technologies Inc. is becoming cool again, emerging as a beneficiary of the artificial-intelligence trend that has sent shares of chip stocks like Nvidia Corp. and Advanced Micro Devices Inc. soaring over the past year.

Why Dell's stock is having its best day on record — and lifting Nvidia, AMD shares

Tech firms Dell Technologies Inc (NYSE:DELL) and Hewlett Packard Enterprise Co (NYSE:HPE) are both in focus following their respective earnings reports, though one is faring much better than the other today.

2 Tech Stocks in Focus After Earnings

Shares of Dell Technologies skyrocketed Friday after the computing company topped Wall Street's expectations for earnings on the back of its growing artificial intelligence unit, sending the legacy company's stock to a record level.

This Old-School Tech Stock Just Hit A New All-Time High Thanks To AI

New York Community Bancorp

Stock futures were little changed in premarket trading on Friday as Dell (DELL) stock surged on demand for AI servers and New York Community Bank (NYCB) tumbled after replacing its CEO amid concerns about its loan portfolio.

Dow Jones Today: Dell Soars on AI Demand; NYCB Sinks on CEO Shake-Up

The tech equipment maker beat earnings expectations, fueled by a surge in demand for its artificial intelligence servers–its backlog rose to $2.9 billion from $1.6 billion just a quarter ago.

News for Dell Technologies Stock (DELL)