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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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 Technologies Inc.'s stock DELL, -0.17% rose 2.5% in premarket trading on Monday after JP Morgan upgraded the company to overweight from neutral.

Dell Technologies stock moves up after JPMorgan upgrades tech company to overweight on AI prospects

ROUND ROCK, Texas , Jan. 3, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Michael Dell, chairman and chief executive officer, will participate in a virtual fireside chat hosted by Bernstein on January 9, 2024 at 12:15pm CT / 1:15pm ET. A live webcast and a replay will be available on Dell Technologies' Investor Relations page at investors.delltechnologies.com.

Dell Technologies to participate in Fireside Chat in January

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A recent analysis by British fund manager Janus Henderson (NYSE: JHG ) found that U.S. stocks are on track for record dividend payments in 2023. 98% of companies are holding their payouts steady or raising them in the third quarter alone.

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SANTA CLARA, Calif.--(BUSINESS WIRE)-- #DellOroGroup--Versa Networks, the global leader in AI/ML-powered Unified Secure Access Service Edge (SASE) and Software-Defined WAN (SD-WAN), today announced it has once again been ranked as the current worldwide Unified SASE market share leader, commanding nearly 40 percent of the global market share in 3Q 2023 revenue, according to the Dell'Oro Group 3Q 2023 SASE & SD-WAN Quarterly Report. This follows Versa Networks' previous consecutive rankings as the global Uni.

Dell'Oro Group Again Ranks Versa Networks as the Current Worldwide Unified SASE Market Share Leader

ROUND ROCK, Texas , Dec. 18, 2023  /PRNewswire/ -- Dell Technologies Inc. ("Dell Technologies") (NYSE:DELL) today announced the pricing terms of the previously announced cash tender offers (collectively, the "Offers") by Dell Inc., its wholly-owned subsidiary ("Dell"). Dell expects to accept for purchase $350,000,000 in aggregate principal amount of the 3.450% Senior Notes due 2051 and $150,000,000 aggregate principal amount of the 8.350% Senior Notes due 2046 that were validly tendered and not validly withdrawn at or before the Early Tender Deadline referenced below from the registered holders (collectively, the "Holders") thereof.

Dell Technologies Announces Pricing Terms for Cash Tender Offers for Certain Outstanding Debt Securities

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We screened our 24/7 Wall St. technology research universe, looking for companies that are buy-rated on Wall Street and pay dividends higher than the S&P 500, which currently stands at 1.52%, a 15-year low.

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ROUND ROCK, Texas , Dec. 15, 2023 /PRNewswire/ -- Dell Technologies Inc. ("Dell Technologies") (NYSE:DELL) today announced that, in connection with the previously announced cash tender offers (collectively, the "Offers") by Dell Inc., its wholly-owned subsidiary ("Dell"), for up to $500 million aggregate principal amount (the "Aggregate Tender Cap") of the debt securities listed in the table below (collectively, the "Securities" and each referred to as a "series" of Securities) from each registered holder of Securities (individually, a "Holder," and collectively, the "Holders"), $548,471,000 in aggregate principal amount of the 3.450% Senior Notes due 2051 and $262,091,000  in aggregate principal amount of the 8.350% Senior Notes due 2046 was validly tendered and not validly withdrawn at or prior to 5:00 p.m., New York City time, on December 15, 2023 (the "Early Tender Deadline"), in the aggregate amounts as shown in the table below.

Dell Technologies Announces Early Results and Increase of Tender Sub-Cap for Cash Tender Offers for Certain Outstanding Debt Securities

Dell Technologies (DELL) clientele expands as CoreWeave picks PowerEdge servers to boost its cloud platform using AI and GenAI.

Dell Technologies (DELL) XE9860 Servers to be Used by CoreWeave

ROUND ROCK, Texas , Dec. 14, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that CoreWeave has purchased thousands of Dell PowerEdge servers, expanding access to compute power organizations need to innovate using AI and generative AI (GenAI). CoreWeave is a specialized cloud provider for large-scale NVIDIA GPU-accelerated workloads.

CoreWeave Taps Dell Technologies to Strengthen Cloud Platform for AI and Machine Learning

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Dell Technologies' (DELL) expanding storage solutions for AI and Generative AI are expected to benefit top-line growth.

Dell Technologies (DELL) Aids Customers With New Upgrades

ROUND ROCK, Texas , Dec. 7, 2023 /PRNewswire/ --  News summary Dell PowerScale systems deliver up to a 200% performance improvement for streaming reads and writes to help customers more quickly access data for AI workloads Dell PowerScale OneFS software updates improve AI modeling capabilities for data preparation, training, fine-tuning and inferencing Dell PowerScale is expected to be the first ethernet storage solution validated on NVIDIA DGX SuperPOD, which will give customers increased flexibility, speed and ease for AI storage Dell APEX File Storage for Microsoft Azure delivers enterprise class file performance and capabilities to support demanding AI and ML workloads Full story Dell Technologies (NYSE: DELL) is helping customers achieve faster AI and generative AI (GenAI) performance with new enterprise data storage advancements and validation with the NVIDIA DGX SuperPOD AI infrastructure. "Storage performance is a critical factor for successful AI and generative AI outcomes," said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies.

Dell Technologies Storage Advancements Accelerate AI and Generative AI Strategies

ROUND ROCK, Texas , Dec. 4, 2023 /PRNewswire/ -- Dell Technologies Inc. ("Dell Technologies") (NYSE:DELL) today announced that Dell Inc., its wholly-owned subsidiary ("Dell"), has commenced cash tender offers (collectively, the "Offers") for up to $500.0 million aggregate principal amount (the "Aggregate Tender Cap") of the debt securities listed in the table below (collectively, the "Securities") and subject to the Tender Sub-Caps (as defined herein). The Offers are subject to the Aggregate Tender Cap, the Tender Sub-Caps and proration procedures described in the Offer to Purchase dated December 4, 2023, as amended or supplemented (the "Offer to Purchase"), and order of priority (the "Acceptance Priority Levels" as set forth in the table below under "Acceptance Priority Level"), and are made to each registered holder of Securities (individually, a "Holder," and collectively, the "Holders").

Dell Technologies Announces Cash Tender Offers for Certain Outstanding Debt Securities

Dell Technologies NYSE: DELL Q3 results weren't stellar but give the market reason to cheer. The results are mixed with revenue weakness offset by a significant margin improvement, a positive outlook and robust capital returns.

Dell Technologies slips into the buy zone

Investors need to pay close attention to Dell Technologies (DELL) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in Dell Technologies (DELL) Stock?

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U.S. stocks closed higher on Friday, with the S&P 500 index jumping to a new closing high for 2023.

This Analyst With 84% Accuracy Rate Sees Over 19% Upside In Dell Technologies - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts - ATI (NYSE:ATI), Dell Technologies (NYSE:DELL)

Shares of Dell Technologies (DELL) dropped about 5% in early trading Friday as the PC maker continued to struggle with the weak recovery of that market after demand boomed during the pandemic.

Dell Shares Fall as PC Business Slumps, But Interest in AI Drives Server, Networking Sales

DELL's third-quarter fiscal 2024 results reflect sluggish product revenues driven by lower storage and PC sales.

DELL Q3 Earnings Beat Estimates, Lower Storage Hurt Revenues

The headline numbers for Dell Technologies (DELL) give insight into how the company performed in the quarter ended October 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Dell Technologies (DELL) Reports Q3 Earnings: What Key Metrics Have to Say

Dell Technologies Inc. (NYSE:DELL ) Q3 2024 Earnings Conference Call November 30, 2023 4:30 PM ET Company Participants Rob Williams - Head of Investor Relations Jeff Clarke - Vice Chairman and Chief Operating Officer Yvonne McGill - Chief Financial Officer Tyler Johnson - Senior Vice President & Treasurer Conference Call Participants Amit Daryanani - Evercore ISI Wamsi Mohan - BofA Securities Toni Sacconaghi - Bernstein Erik Woodring - Morgan Stanley Ben Reitzes - Melius Research Asiya Merchant - Citigroup Inc. Michael Ng - Goldman Sachs Simon Leopold - Raymond James Sidney Ho - Deutsche Bank Krish Sankar - TD Cowen Aaron Rakers - Wells Fargo Samik Chatterjee - JPMorgan David Vogt - UBS Operator Good afternoon, and welcome to the Fiscal Year 2024 Third Quarter Financial Results Conference Call for Dell Technologies Inc. I'd like to inform all participants, this call is being recorded at the request of Dell Technologies. This broadcast is the copyrighted property of Dell Technologies Inc. Any rebroadcast of this information in whole or in part without the prior written permission of Dell Technologies is prohibited.

Dell Technologies Inc. (DELL) Q3 2024 Earnings Call Transcript

Dell Technologies (DELL) came out with quarterly earnings of $1.88 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $2.30 per share a year ago.

Dell Technologies (DELL) Surpasses Q3 Earnings Estimates

Dell Technologies Inc delivered mixed third quarter fiscal 2024 financial results after Thursday's close, beating on the bottom line while its top-line figure fell short.   Dell stock slipped as much as 4% after hours.

Dell stock falls after 3Q revenue miss on weak PC demand

Dell Technologies beat Wall Street's earnings target for its fiscal third quarter but missed views on sales. Dell stock fell.

Computer Maker Dell Tops Earnings Goal But Misses Sales Target

Dell Technologies Inc.'s DELL, +1.08% stock dipped 2% in extended trading Thursday after the PC maker reported lower-than-expected quarterly revenue. Dell reported fiscal-third-quarter net income of $1 billion, or $1.36 a share, compared with net income of $241 million, or 33 cents a share, in the same quarter a year ago.

News for Dell Technologies Stock (DELL)