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.

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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.

News summary Third quarter revenue of $22.3 billion Operating income of $1.5 billion and non-GAAP operating income of $2 billion Diluted earnings per share of $1.36, and non-GAAP diluted earnings per share of $1.88 Third quarter cash flow from operations of $2.2 billion, with $9.9 billion throughout the last 12 months ROUND ROCK, Texas , Nov. 30, 2023 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2024 third quarter. Revenue was $22.3 billion, down 10% year-over-year.

Dell Technologies Delivers Third Quarter Fiscal 2024 Financial Results

Revenue in the company's Client Solutions Group, mostly PCs, was $12.3 billion, down 11% from a year ago.

Dell Earnings Top Estimates, But Sales Miss on Weak PC Demand

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Third-quarter earnings season is drawing to a close as we come to the end of November. That means that analysts up and down Wall Street are revising their ratings and price targets on various stocks after the companies behind them either exceeded expectations or struck out with their Q3 financial results.

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DELL inks deal with Imbue to build a high-performance computing cluster, which will be used to train foundation models optimized for reasoning.

DELL Signs $150M Deal With Imbue, Strengthens Prospects

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Dell Technologies (DELL) and Titan Machinery (TITN) are two attractive value stocks to consider ahead of their Q3 results on Thursday, November 30.

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Dell Technologies' (DELL) third-quarter fiscal 2024 performance is expected to have suffered from a sluggish PC market and unfavorable forex.

Dell Technologies (DELL) to Post Q3 Earnings: What's in Store?

Dell PowerEdge server cluster with nearly 10,000 NVIDIA H100 Tensor Core GPUs to train foundation models with greater reasoning and problem-solving abilities ROUND ROCK, Texas and SAN FRANCISCO , Nov. 28, 2023 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) and Imbue, an independent AI research company, have entered into a $150 million agreement to build a new high-performance computing cluster for training foundation models optimized for reasoning. Imbue is one of the few independent AI labs that develops its own foundation models, and trains them to have more advanced reasoning capabilities — like knowing when to ask for more information, analyzing and critiquing their own outputs, or breaking down a difficult goal into a plan and then executing on it.

Imbue to Develop Next-Generation AI Models with $150 Million Dell High Performance Computing System

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Beyond analysts' top -and-bottom-line estimates for Dell Technologies (DELL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended October 2023.

Unveiling Dell Technologies (DELL) Q3 Outlook: Wall Street Estimates for Key Metrics

If you're in the market for a new desktop computer or laptop, chances are HP (NYSE: HPQ) and Dell (NYSE: DELL) will have options close to the top of your list.

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Microsoft, Uber and Dell are among companies interested in adding support to the idea of creating government-sponsored stock investing accounts for every child.

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Dell Inc. (NASDAQ:DELL) investors are hoping the company's third quarter financial results will continue to propel the stock which has gained more than 82% in the year to date. The company's 2Q earnings crushed expectations with earnings per share (EPS) of $1.74 on revenue of $22.9 billion against estimates of $1.14 and $20.9 billion respectively, sending its stock more than 20% higher.

Dell investors hoping for another quarterly earnings beat

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27 firms have been approved under a production linked incentive scheme to manufacture IT hardware in India, as the country aims to boost domestic manufacturing.

HP, Dell and Lenovo among 27 firms granted approval to manufacture tech hardware in India under incentive scheme

ROUND ROCK, Texas , Nov. 20, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, Nov. 30, 2023, at 3:30 p.m. CST to discuss its fiscal 2024 third quarter financial results.

Dell Technologies to Hold Conference Call Nov. 30 to Discuss Third Quarter Fiscal 2024 Financial Results

The Dell Technologies chart shows the stock breaking out of a double-bottom base above a buy point of $70.77 and rising. The stock closed at $73.60 on November 17, a new closing high.

Dell Technologies breaks out, riding high on AI

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2023 has been a much better year than 2022, as all major indices are higher. The tech-heavy Nasdaq is up a whopping 32.5%, while the venerable S&P 500 is up 15.36% and the Dow Jones Industrial just 3.5%, but it hasn't felt like a bull market, at least not yet.

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Hugging Face names Dell Technologies a  preferred on-premises infrastructure provider to support enterprise adoption of tailored, open-source generative AI datasets, libraries and models ROUND ROCK, Texas and NEW YORK , Nov. 14, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) and Hugging Face are collaborating to make it easy for enterprises to create, fine-tune and implement their own open-source generative AI (GenAI) models with the Hugging Face community on industry-leading Dell infrastructure products and services. The companies will create a new Dell portal on the Hugging Face platform to offer simplified on-premises deployment of customized large language models (LLM) on the industry's top selling infrastructure technology portfolio.

Dell Technologies and Hugging Face to Simplify Generative AI with On-Premises IT

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BASEL, Switzerland--(BUSINESS WIRE)--Syngenta Group announced today that Mary-Dell Chilton, Ph.D., has been awarded the National Medal of Technology and Innovation by President Biden. Dr. Chilton led the team of Syngenta researchers that produced the first transgenic plant and pioneered plant biotechnology, discovering novel methods to improve plants' ability to control pests and withstand extreme conditions. The award was bestowed by the President in a ceremony at the White House on October 24.

Syngenta Group Announces Mary-Dell Chilton Awarded National Medal of Technology and Innovation

Dell Technologies (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Dell Technologies Inc. (DELL) Soars to 52-Week High, Time to Cash Out?

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RITM, ANDE and DELL made it to the Zacks Rank #1 (Strong Buy) income stocks list on November 10, 2023.

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PBF, DELL and DDI made it to the Zacks Rank #1 (Strong Buy) value stocks list on November 10, 2023.

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DELL, LBRT and HEES made it to the Zacks Rank #1 (Strong Buy) growth stocks list on November 10, 2023.

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News for Dell Technologies Stock (DELL)