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 Q1 2022

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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

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 Inc. (NYSE:DELL ) Q3 2025 Earnings Conference Call November 26, 2024 4:30 PM ET Company Participants Paul Frantz - Head of Investor Relations Jeff Clarke - Vice Chairman and Chief Operating Officer Yvonne McGill - Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore ISI Toni Sacconaghi - Bernstein Aaron Rakers - Wells Fargo David Vogt - UBS Erik Woodring - Morgan Stanley Wamsi Mohan - Bank of America Ben Reitzes - Melius Research Asiya Merchant - Citi Mehdi Hosseini - SIG Krish Sankar - TD Cowen Michael Ng - Goldman Sachs Samik Chatterjee - JPMorgan Simon Leopold - Raymond James Steven Fox - Fox Advisors Tim Long - Barclays Operator Ladies and gentlemen, good afternoon, and welcome to the Fiscal Year 2025 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 copyrighted property of Dell Technologies Inc. Any rebroadcast of this information in whole or part without the prior written permission of Dell Technologies is prohibited.

Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Transcript

The headline numbers for Dell Technologies (DELL) give insight into how the company performed in the quarter ended October 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Dell Technologies (DELL) Q3 Earnings: A Look at Key Metrics

Dell Technologies (DELL) came out with quarterly earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.06 per share. This compares to earnings of $1.88 per share a year ago.

Dell Technologies (DELL) Q3 Earnings Beat Estimates

Dell (DELL) posted third-quarter revenue that fell short of analysts' expectations, sending shares lower after the closing bell Tuesday.

Dell Stock Slides After Revenue Falls Short of Estimates

IT hardware and solutions specialist Dell Technologies (DELL -1.68%) reported fiscal 2025 third-quarter results on Tuesday, Nov. 26, that missed top-line estimates but beat on the bottom line. Adjusted earnings per share of $2.15 were up 14% year over year while total revenue of $24.4 billion jumped 10%.

Dell Technologies Q3 Revenue Misses Mark

Dell Technologies Inc (NASDAQ:DELL) posted strong third-quarter earnings driven by record AI server demand, though revenue fell short of Wall Street expectations, sending shares down 5% in postmarket trading. Revenue for the quarter ended November 1 rose 10% year-over-year to $24.4 billion, missing estimates of $24.7 billion.

Dell Technologies Q3 earnings beat on AI demand but revenue misses estimates

Dell reported mixed fiscal third quarter results, with revenue coming in short of estimates. The post Dell Stock Slips As Revenue Misses Forecasts Despite Earnings Beat appeared first on Investor's Business Daily.

Dell Stock Slips As Revenue Misses Forecasts Despite Earnings Beat

Dell beat expectations in its infrastructure solutions group, which includes servers, but came up short in client solutions, which includes PCs

Dell sees AI-server boom gain more steam, but overall revenue falls short

Dell Technologies missed Wall Street expectations for third-quarter revenue on Tuesday, weighed down by weaker demand for its traditional PCs and stiff competition from rival server makers.

Dell's third-quarter revenue misses on PC weakness

Dell Technologies reported quarterly earnings on Tuesday that beat analyst expectations for earnings per share but came up light on overall revenue. Dell shares have risen 86% so far in 2024 as investors realize that it is one of the most important companies selling tools and systems for AI developers.

Dell server sales rise 58% as company says AI shows 'no signs of slowing down'

News summary Third quarter revenue of $24.4 billion, up 10% year over year Infrastructure Solutions Group (ISG) revenue of $11.4 billion, up 34% year over year, with servers and networking revenue of $7.4 billion, up 58% Client Solutions Group (CSG) revenue of $12.1 billion, down 1% year over year, with commercial client revenue up 3% at $10.1 billion Diluted earnings per share of $1.58, up 16% year over year, and non-GAAP diluted earnings per share of $2.15, up 14% ROUND ROCK, Texas , Nov. 26, 2024 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2025 third quarter. Revenue was $24.4 billion, up 10% year over year.

Dell Technologies Delivers Third Quarter Fiscal 2025 Financial Results

Dell Technologies Inc (NYSE:DELL) is slated to take to the earnings confessional after the close today, where the chip giant will report third-quarter results.

What Options Traders Expect from Dell Earnings

Dell Technologies Inc DELL will be reporting its third-quarter earnings on Tuesday. Wall Street expects $2.05 in EPS and $24.65 billion in revenues as the company reports after market hours.

Dell's 93% Rally Hits Q3 Crossroads – What's Next For The Stock?

Dell Technologies (DELL -0.04%) may not seem like the most exciting stock in the world. Many investors probably know Dell from a laptop they own or use at work, and it may seem like the furthest thing from an exciting artificial intelligence (AI) stock.

Is Dell the Next Big-Time Artificial Intelligence (AI) Stock?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?

Dell (DELL) is set to report third-quarter earnings after the market closes Tuesday, with analysts anticipating sales and profit gains from the year prior, but little further appreciation for the stock.

What Wall Street Analysts Think of Dell's Stock Ahead of Earnings

Furious investments in data centers are spurred by our growing need for data storage and processing power and the tremendous requirements of artificial intelligence (AI) programs. While some data centers are relatively small, others are larger than 100,000 square feet (often millions of square feet).

Prediction: This Company Will Be the Biggest Beneficiary of Super Micro Computer's Problems

CrowdStrike

CNBC's Jim Cramer previewed next week's important Wall Street action, pointing to a slew of retail earnings, as well as reports from Dell and CrowdStrike. Best Buy, Abercrombie & Fitch, Kohl's, Macy's, Burlington Stores and Dick's Sporting Goods all report Tuesday.

Cramer's week ahead: Earnings from Dell, CrowdStrike and several big retailers

ADTRAN Holdings Inc

ADTRAN launches scalable AI private cloud solutions to enhance AI networking for US federal agencies, in collaboration with Dell.

ADTN and DELL Team Up to Boost AI Networking for U.S. Federal Agencies

After a 50% pullback, Dell stock has rallied furiously off lows amid strong demand for the company's AI servers. The post AI Server Leader Dell Stays In Rally Mode Ahead Of Quarterly Results; CrowdStrike Also On Tap appeared first on Investor's Business Daily.

AI Server Leader Dell Stays In Rally Mode Ahead Of Quarterly Results; CrowdStrike Also On Tap

DELL's third-quarter fiscal 2025 performance is expected to reflect strong AI-driven momentum and strategic partnerships despite challenges in the PC market.

DELL Set to Report Q3 Earnings: Buy, Sell or Hold the Stock?

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

Dell Technologies Inc. (DELL) is Attracting Investor Attention: Here is What You Should Know

Prediction: This Artificial Intelligence (AI) Stock Is Going to Soar Higher After Nov. 26

Dell stock price has bounced back in the past few weeks as investors wait for the upcoming earnings, which will provide more color about its business. After bottoming at $86.95 in August, it has rebounded by almost 60% to trade at $138.85, giving it a market cap of over $87 billion.

Red alert as the Dell stock price forms a risky pattern ahead of earnings

NVIDIA

Super Micro Computer

Shares of Super Micro Computer (SMCI), Dell (DELL), and other Nvidia (NVDA) partners surged Thursday on expectations they could stand to benefit after the chipmaker reported fiscal third-quarter results that blew past analysts' expectations.

News for Dell Technologies Stock (DELL)