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.

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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.

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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 (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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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.

Dell's stock is down on a revenue miss

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

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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.

News for Dell Technologies Stock (DELL)