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) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Dell Technologies (DELL) is Poised to Beat Earnings Estimates Again

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Apple , Dell , HP , Samsung and Lenovo are among 110 firms authorised by India to import laptops, tablets and personal computers under a new system aimed at monitoring shipments, two government sources said.

India authorises Apple, Dell, Lenovo and others to import laptops, tablets -sources

Companies pave the way for more accessible generative AI deployments with Llama 2 large language models and Dell systems to accelerate customer innovation ROUND ROCK, Texas , Oct. 31, 2023 /PRNewswire/ -- News summary  Dell Technologies is helping simplify deployment of Meta's Llama 2 models with Dell Generative AI Solutions on premises The Dell Validated Design for Generative AI offers customers a ready-made foundation of pre-tested software and hardware, purpose-built for GenAI efforts Full story  Dell Technologies (NYSE: DELL) is collaborating with Meta to make it easy for Dell customers to deploy Meta's Llama 2 models on premises with Dell's generative AI (GenAI) portfolio of IT infrastructure, client devices and professional services. "We are at the beginning of a new era with generative AI transforming how industries operate, innovate and compete," said Jeff Boudreau, chief AI officer, Dell Technologies.

Dell Technologies and Meta to Drive Generative AI Innovation with Llama 2 On Premises

Here is how Dell Technologies (DELL) and Aehr Test Systems (AEHR) have performed compared to their sector so far this year.

Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?

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Dell Technologies Inc (NYSE:DELL) was last seen 0.5% higher at $65.87, just a little over a month after the stock's Sept.

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OAK BROOK, IL / ACCESSWIRE / October 19, 2023 / Affluence Corporation (AFFU.PK) a leader in Smart City Software and Internet of Things (IoT) technology announced today that OneMind Technology and its HypervisorNG product will be on display with our partners Dell Technologies (NASDAQ: DELL) and Nvidia Software (NASDAQ: NVDA) at the Smart City Expo World Congress 2023 Conference to be held in Barcelona, Spain from November 7th to 9th. The Smart City Expo World Congress 2023 is the premier international event for the smart city sector and over 25,000 attendees are expected.

Affluence Corporation's OneMind Technology Subsidiary on Display With Dell and Nvidia at the Smart City Expo World Congress 2023 Conference

Dell taps into emerging tech trends, boosting its market share in PCs and servers. The company showcases growth in PCs, strong market shares, and potential in emerging tech sectors. Dell prioritizes shareholder returns through dividends, buybacks, and strategic capital allocation.

Dell: Potential For Double-Digit Returns

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Dell Technologies has demonstrated its ability to navigate market fluctuations and register growth, driven by favorable macroeconomic conditions and strong performances in crucial regions. Dell's focus on AI, evident in their product innovations and roadmap for GenAI, showcases their commitment to staying ahead of technological curves. Dell's success in the storage market, particularly with their PowerFlex solution, highlights their capacity to lead and innovate.

Dell Technologies: AI, The Driving Force Behind This Underappreciated Company

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‘Unprecedented' AI server buildout may be happening too quickly, this analyst warns

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We're initiating Dell Technologies Inc. with a hold rating. While we expect Dell to experience PC share gains as the market recovers in 2024, we're less optimistic about Dell's A.I. server backlog. We expect cloud hyperscalers to dominate A.I. due to their economies of scale and see limited room for Dell to substantially participate in the market into 1H24.

Dell Technologies: Not Convinced Of $2B A.I. Server Backlog

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Dell Inc. (NASDAQ:DELL) has maintained its ‘Buy' rating from analysts at Bank of America (BofA) Securities but with a higher price target thanks in part to artificial intelligence (AI) tailwinds buffeting its business. At its Security Analyst Meeting (SAM) in New York City, which featured presentations from CEO Michael Dell and CFO Yvonne McGill, the analysts noted that the company committed to returning more than 80% of annual free cash flow (FCF) to shareholders, higher than their expected 70-80%, while maintaining a target of over 100% net income to FCF conversion.

Dell awarded BofA price target lift from AI tailwinds

Dell Technologies (DELL) expands its Generative AI Solutions portfolio in partnerships with NVDIA and Starburst.

DELL's Expanding Generative AI Portfolio to Aid Prospects

PC and enterprise-hardware firm Dell repeated its previously long-term growth forecast. Analysts see an opportunity in artificial intelligence.

Dell Analyst Day Gets Thumbs Up From the Street. The AI Boost Is Coming.

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Dell Inc. (NASDAQ:DELL) is adding $5 billion to its share buyback authorization, which already includes another $5 billion, the company announced Thursday.  The technology company also intends to raise its quarterly dividend by 10% or more annually through fiscal 2028.

Dell doubles its share buyback allowance with $5B addition

PC and software firm Dell raised its profit-growth target, and now expects to return 80% of free cash flow to shareholders, up from a prior target range of 40% to 60%.

Dell Raises Profit Outlook, Expands Buyback Plan

Dell Technologies Inc. DELL, -0.06% said Thursday it is adding $5 billion to its share buyback authorization, adding to the remaining $5 billion. In a statement released ahead of an investor day, the company said it's also planning to raise its quarterly dividend by 10% or more annually through fiscal 2028.

Dell to add $5 billion to its share buybacks, aims to grow quarterly dividend by 10% or more annually through 2028

NEW YORK , Oct. 5, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will announce updates to its long-term financial framework during its Securities Analyst Meeting taking place today at 8:30 a.m. CT/9:30 a.m.

Dell Technologies Announces Updates to its Long-Term Financial Framework at Securities Analyst Meeting

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New on-premises solutions help drive generative AI efforts with more intelligent data collection, multicloud access and professional services ROUND ROCK, Texas , Oct. 4, 2023 /PRNewswire/ --  News summary Dell Validated Design for Generative AI with NVIDIA for Model Customization helps customers more quickly and securely extract intelligence from their data Dell Professional Services streamline GenAI strategy development, data preparation, platform development and increase operational efficiencies Dell Technologies and Starburst offer an open, modern data lakehouse solution to tap multicloud data for AI efforts Full story Dell Technologies (NYSE: DELL) expands its Dell Generative AI Solutions portfolio, helping businesses transform how they work along every step of their generative AI (GenAI) journeys. "To maximize AI efforts and support workloads across public clouds, on-premises environments and at the edge, companies need a robust data foundation with the right infrastructure, software and services," said Jeff Boudreau, chief AI officer, Dell Technologies.

News for Dell Technologies Stock (DELL)