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

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

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

Eli Lilly

McDonald's

American Eagle Outfitters

DraftKings

DocuSign

e.l.f. Beauty

General Mills

Johnson & Johnson

Micron Technology

Otis Worldwide

Schlumberger

Here are some of the tickers on my radar for Thursday, Sept. 7, taken directly from my reporter's notebook.

Here are the 13 stocks Jim Cramer is watching, including Eli Lilly, McDonald's

News Summary City of Amarillo and Dell Technologies building a digital assistant that uses generative AI to interact with residents seeking details about government and community services Digital assistant extends ongoing collaboration between Dell and the city of Amarillo to enhance city with new technology and innovations Full story AMARILLO, Texas and ROUND ROCK, Texas , Sept. 6, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) and the city of Amarillo announce plans to create an online digital assistant that uses generative AI (GenAI) to provide residents with details on government and city services.

City of Amarillo Taps Dell Technologies to Make Community Services More Accessible with GenAI

Dell Technologies Inc. DELL reported better-than-expected second-quarter results and raised its outlook for the year.

How To Earn $500 A Month From Dell Stock After Upbeat Earnings - Dell Technologies (NYSE:DELL)

Dell shares surged more than 20% on Friday after the company reported better-than-expected earnings and revenue.

Dell has best day on stock market since its relisting in 2018 after earnings sail past estimates

Shares of Dell Technologies are up on Friday after the company said it was lifting its full year forecast for revenue and profit amid an AI boom and steady demand for computer hardware.

Dell shares jump on raised forecast fueled by AI and hardware sales

Shares of Dell Technologies (DELL) hit an all-time high after the maker of PCs and computer-related services posted better-than-expected results and boosted its guidance as it benefited from booming demand for artificial intelligence (AI) products.

Dell Shares Reach Record High on Demand for AI Products

Dell's business is still declining year over year but not as much as analysts feared. The company sees artificial intelligence as important.

Here's Why Dell Stock Is Hitting New All-Time Highs Today

Earnings season produced one last big winner this week, with Dell Technologies Inc (NYSE:DELL) last seen 21.8% higher to trade at $68.27.

Dell Stock on a Whole New Level After Earnings

Dell shares rise after the company's earnings beat. Capital returns, AI tailwinds and potential inclusion in the S&P 500 could keep its rally going, according to analysts at Evercore.

Dell Stock Is Back in Fashion. 3 Reasons for Optimism.

Broadcom

Nutanix

Nutanix Inc.'s NTNX, +0.94% stock soared more than 18% after quarterly revenue and earnings surpassed analyst estimates, and fiscal first-quarter sales guidance blew past forecasts. The company also announced the repurchase of up to $350 million in stock.

Nutanix and Dell shares rally after results, while Broadcom's stock falls and more moving shares

Although the revenue and EPS for Dell Technologies (DELL) give a sense of how its business performed in the quarter ended July 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Dell Technologies (DELL) Reports Q2 Earnings: What Key Metrics Have to Say

Dell Technologies Inc. (NYSE:DELL ) Q2 2024 Earnings Conference Call August 31, 2023 4:30 PM ET Company Participants Robert 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 Shannon Cross - Credit Suisse David Vogt - UBS Samik Chatterjee - JPMorgan Toni Sacconaghi - Bernstein Aaron Rakers - Wells Fargo Erik Woodring - Morgan Stanley Amit Daryanani - Evercore ISI Wamsi Mohan - Bank of America Asiya Merchant - Citigroup Inc. Michael Ng - Goldman Sachs Simon Leopold - Raymond James Steven Fox - Fox Advisors LLC Krish Sankar - TD Cowen Operator Good afternoon, and welcome to the Fiscal Year 2024 Second 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 a 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) Q2 2024 Earnings Call Transcript

Dell Technologies (DELL) came out with quarterly earnings of $1.74 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $1.68 per share a year ago.

Dell Technologies (DELL) Beats Q2 Earnings and Revenue Estimates

Dell Technologies Inc. (NASDAQ:DELL)shares surged in extended trading after the company's second-quarter revenue and earnings easily exceeded expectations.  For the quarter ended August 4, Dell posted revenue of $22.9 billion, down 13% year-over-year but well above the Street expectations of $20.9 billion.

Dell rides the AI boom to impressive 2Q earnings results

Computer hardware giant Dell Technologies crushed Wall Street's estimates for its fiscal second quarter, sending its shares higher.

Dell Technologies Trounces Second-Quarter Goals; Stock Jumps

News summary Second quarter revenue of $22.9 billion Operating income of $1.2 billion and non-GAAP operating income of $2 billion Diluted earnings per share of $0.63, and non-GAAP diluted earnings per share of $1.74 Second quarter cash flow from operations of $3.2 billion ROUND ROCK, Texas , Aug. 31, 2023 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2024 second quarter. Revenue was $22.9 billion, down 13% year-over-year and up 10% sequentially.

Dell Technologies Delivers Second Quarter Fiscal 2024 Financial Results

Juniper Networks

NVIDIA

After a careful search, the top five high-yield blue-chip dividend-paying tech stocks have been rooted out. These companies are all leaders in their field, supported by secular trends, producing solid results in 2023, expected to grow in 2024 and have exposure to AI.

The Top 5 High Yield Blue Chip Dividend-Paying Tech Stocks

Lululemon Athletica

Investors and analysts alike will be watching Thursday for whether Dell Inc. (NASDAQ:DELL) can ride the coattails of its surging artificial intelligence (AI) partner NVIDIA Corporation (NASDAQ:NVDA) when the company reports second-quarter earnings after the bell. Dell offers some exposure to Nvidia's success through Project Helix, an effort to help businesses use breakthrough generative AI that the two companies launched in May.

Dell looks for Nvidia bump, Lululemon and others to report: Day ahead

Dell Inc. (NASDAQ:DELL) is scheduled to report earnings after the market closes on Thursday, and investors are hoping the recent surge from the company's artificial intelligence partner NVIDIA Corporation (NASDAQ:NVDA) is a positive indicator.  Nvidia shares hit a record high Wednesday on the heels of the company's own results, driven by soaring demand for its AI chips.

Dell hopes for 2Q Nvidia bounce thanks to Project Helix partnership

After U.S. markets closed on Tuesday, HP met analysts' consensus estimate for earnings per share (EPS) and missed the revenue consensus by about 1.4%.

Earnings Previews: Broadcom, Dell, Lululemon

ROUND ROCK, Texas , Aug. 30, 2023 /PRNewswire/ -- News Summary Dell Technologies and Denvr Dataworks offer cloud solutions for LLM training and inference for organizations using generative AI Organizations can manage datasets containing hundreds of billions of parameters with Denvr Dataworks' solution on Dell PowerEdge XE9680 servers Full story Dell Technologies (NYSE: DELL) and Denvr Dataworks, an emerging provider of high-performance cloud infrastructure, are working together to help organizations tap the capabilities of generative AI (GenAI). By combining the security and reliability of the Dell PowerEdge XE9680 server with Denvr Dataworks' delivery of high performance cloud computing optimized for AI, organizations can spend less time on configuring their environments and start producing groundbreaking AI results faster.

Dell Technologies and Denvr Dataworks to Unleash Generative AI Innovation

Momo

Broadcom (AVGO) and Momo (MOMO) are two top-rated tech stocks set to report their quarterly results on Thursday, August 31.

Top-Rated Tech Stocks to Consider as Earnings Approach

Many eyes are on Dell Technologies (DELL) stock this week with the technology solutions provider set to report its Q2 results on Thursday, August 31.

Will Nvidia Partnership Give Dell Technologies Q2 Earnings a Boost?

Ecosystem partners help customers more simply deploy and manage solutions for smarter edge environments ROUND ROCK, Texas , Aug. 29, 2023 /PRNewswire/ -- News summary  Dell NativeEdge software platform, now globally available, simplifies application orchestration and infrastructure management across thousands of edge devices and locations Dell collaborates with ISVs, system integrators, resellers and OEM customers to expand availability of new edge solutions with Dell NativeEdge Full story  Dell Technologies (NYSE:DELL) announces the global availability of Dell NativeEdge, the edge operations software platform that simplifies how customers deploy, manage and secure their edge infrastructure and applications. Dell is also growing its partner and OEM customer ecosystem to help organizations use Dell NativeEdge to simplify the orchestration and expansion of their edge environments.

Dell NativeEdge Software Empowers Innovation at the Edge

SAN FRANCISCO--(BUSINESS WIRE)-- #IIoT--Former FogHorn CEO David C. King joins the board of directors, providing significant guidance for the American industrial IoT market.

News for Dell Technologies Stock (DELL)