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

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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 is gaining strength in the AI server market, positioning itself for long-term growth in this high-demand sector. The anticipated 2026 PC upgrade supercycle offers a major revenue boost opportunity. Dell's diversified business model reduces risk, balancing weaker PC sales with strong AI server growth.

Dell: Unveiling The Quiet Revolution

The latest trading day saw Dell Technologies (DELL) settling at $128.35, representing a +0.49% change from its previous close.

Dell Technologies (DELL) Advances But Underperforms Market: Key Facts

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Additions to the world's broadest GenAI solutions portfolio empower organizations with flexible AI solutions SAN FRANCISCO , Oct. 10, 2024 /PRNewswire/ --  News Summary Additions to the Dell AI Factory span infrastructure, solutions and services to simplify and speed enterprise AI adoption Five new Dell PowerEdge servers with AMD 5th Generation EPYC processors deliver industry-leading AI performance, efficiency and flexibility at scale Dell Generative AI Solutions for AMD simplify AI deployment with significant time-to-value improvements The Dell Enterprise Hub now supports Dell PowerEdge XE9680 with AMD InstinctTM MI300X accelerators to securely deploy the latest Llama and Mixtral models Dell Implementation Services for Generative AI Platform provides easy to manage, secure on-premises AI platform solutions to speed AI innovation Full story  AMD Advancing AI – Dell Technologies (NYSE: DELL) expands the world's broadest generative AI (GenAI) solutions portfolio with Dell AI Factory additions tailored for AMD environments. These solutions offer enterprises enhanced AI capabilities, including greater scalability and flexibility, to stay competitive in the evolving technology landscape.

Dell Technologies Expands Dell AI Factory with New PowerEdge Servers to Accelerate Enterprise AI Adoption

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Here's Why Dell Technologies (DELL) is a Strong Value Stock

Dell Technologies Inc. (DELL, Financial) has successfully completed a public offering of senior notes, raising a total of $1.5 billion. The offering, which took place on October 8, 2024, involved two wholly-owned subsidiaries of Dell Technologies, Dell International L.L.C.

Dell Technologies (DELL) Completes $1.5 Billion Senior Notes Offering

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Although DELL's AI push and cheap valuation are attractive, contracting gross margin and weakness in consumer PC shipment are near-term headwinds.

DELL Rises 56% Year to Date: Can AI Focus Push the Stock Higher?

Long-established in the Hardware industry, Dell Technologies Inc (DELL, Financial) has enjoyed a stellar reputation. It has recently witnessed a daily gain of 1.02%, juxtaposed with a three-month change of -17.23%.

Is Dell Technologies Inc (DELL) Set to Underperform? Analyzing the Factors Limiting Growth

Michael Dell (Trades, Portfolio), the founder and CEO of Dell Technologies (DELL, Financial), has recently sold a significant stake in his own company, unloading approximately $1.2 billion worth of shares at an average price of $122.40 each. Despite this sale, he still retains 16.9 million shares, maintaining the largest holding in the company.

Michael Dell Sells $1.2B in Stock, Cuts Stake After S&P 500 Inclusion and AI Growth

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These two tech companies are getting a nice boost thanks to AI -- a trend that could continue in the long run.

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Dell Technologies is a strong investment choice due to its AI server sales growth, reasonable valuation, and low downside risk. Dell's AI server sales exceeded expectations, driving a 9% total revenue increase, despite a 4% decline in PC sales. Dell's current P/E ratio is significantly lower than other AI beneficiaries, suggesting potential for price appreciation and a target price range of $124-$144.

Dell Offers Compelling Value For An AI Beneficiary

The company's founder has been selling billions of stock of the AI server-maker all year.

Dell's Founder and CEO Unloads $1.2 Billion in Stock: Should Investors Worry?

Dell targets a $174 billion AI hardware and services market by 2027, growing at a 22% CAGR. ISG is now Dell's growth driver, offering AI-focused products like PowerScale, APEX, and AI Factory. Dell's PowerScale F910 offers 127% performance improvement, while PowerEdge XE9680L boosts GPU density by 33%.

Inside Dell's Explosive AI Expansion

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Amazon recently announced that it will invest several billions more in UK-based data centers. In the AI server space, Dell Technologies and Super Micro have also benefited from the data center boom, up 71% and 82%, respectively, in the past 12 months. Bitcoin miners are increasingly pivoting to artificial intelligence data center operations, leveraging their existing infrastructure and expertise to capitalize on the growing demand for AI computing.

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Although things were starting to look optimistic for Dell Technologies (NYSE: DELL) stock following the company's announcement of an expansion of its partnership with Nvidia (NASDAQ: NVDA), its CEO Michael Dell might not be as bullish, considering his latest trade.

Monster insider trader alert as Dell CEO sells over $1 billion in company's shares

Dell was removed from the S&P 500 when it went private in 2013. The company's infrastructure and client solutions businesses are well positioned for AI-driven growth.

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Nvidia's Blackwell GPUs are set to generate some near-term growth for the company. IT infrastructure companies such as Dell and Super Micro Computer may be the better buys for the long run.

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Dublin, Sept. 27, 2024 (GLOBE NEWSWIRE) -- The "Enterprise Tech Ecosystem Series: Dell Technologies 2024" company profile has been added to ResearchAndMarkets.com's offering.

Dell Technologies' Digital Transformation Strategies and Innovations, 2024: Partnerships, Product Launches, ICT Budgets, Major ICT Contracts & More

During the recent rebalancing, the S&P 500 Index added Dell. The personal computer (PC), server, and IT specialist has decades of experience and recently turned its attention to generative AI.

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Dell's increasing penetration of AI server opportunities have overshadowed the tepid recovery outlook in its core PC sales, and underpinned the stock's continued upsurge this year. DELL's expanding operating margins, despite the increasing mix of less profitable AI server sales, also differentiates from bottom line compression observed at key rivals Super Micro and HPE. The impending transition to DLC servers with the upcoming deployment of Nvidia Blackwell systems will be an incremental growth catalyst for Dell in the AI transformation cycle.

Here's Why We're Long Dell And Short Super Micro Computer

Last week, Amazon said it would require employees to return to working at company offices five days per week, beginning next year, toughening a prior three-day mandate.

Dell demands employees to work 5 days a week in office and ‘grow skills'

Dell Technologies said on Thursday that their global sales team employees who are able to work from the company offices must do so five days a week, starting Sept. 30, according to a memo seen by Reuters.

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