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

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

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Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 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.

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

Dell Technologies (DELL) to Post Q1 Earnings: What's in Store?

C3.ai

NVIDIA

Looking ahead to next week's earnings lineup, a few artificial intelligence (AI) focused companies are set to release their quarterly reports.

Time to Buy These Artificial Intelligence-Focused Stocks Before Earnings?

Dell Technologies Inc is expected to report a year-over-year decline in earnings on lower revenues when the company announces its first-quarter 2024 financial results on June 1, 2023, after the markets close. According to the Zacks Consensus Estimate, the computer and technology services provider is anticipated to post quarterly earnings of $0.86 per share, representing a year-over-year decline of about 53%, while the company's revenue for the period is expected to fall nearly 23% to $20.2 billion.

Dell Technologies expected to show revenue and earnings decline in 1Q: preview

Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Dell Technologies (DELL) Q1 Earnings Expected to Decline

ROUND ROCK, Texas , May 24, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Sam Burd, president of Client Solutions Group, will present in a fireside chat at the following conference: Bank of America 2023 Global Technology Conference – San Francisco, CA Tuesday, June 6, 2023 11:20 a.m. CT / 12:20 p.m.

Dell Technologies to Present at Investor Conference in June

LAS VEGAS , May 23, 2023 /PRNewswire/ -- DELL TECHNOLOGIES WORLD -- News summary Project Helix makes it easy for enterprises to build and deploy trustworthy generative AI Dell and NVIDIA infrastructure and software include built-in data security for on-premises generative AI applications Full story Dell Technologies (NYSE: DELL) and NVIDIA (NASDAQ: NVDA) announce a joint initiative to make it easier for businesses to build and use generative AI models on-premises to quickly and securely deliver better customer service, market intelligence, enterprise search and a range of other capabilities. Project Helix will deliver a series of full-stack solutions with technical expertise and pre-built tools based on Dell and NVIDIA infrastructure and software.

Dell Technologies and NVIDIA Introduce Project Helix for Secure, On-Premises Generative AI

Dell Technologies edge portfolio advancements make it easier to deploy and secure edge infrastructure, improve operations and boost network performance LAS VEGAS , May 23, 2023 /PRNewswire/ -- DELL TECHNOLOGIES WORLD -- News summary  Dell NativeEdge software platform simplifies, secures and automates edge infrastructure and application deployment Customers can achieve up to 130% return on investment in three years, significantly improve deployment times and reduce edge operations costs1 Dell Validated Design for Retail Edge provides intelligent warehouse automation to improve worker productivity and accelerate customer order fulfillment with inVia Robotics Dell Private Wireless Program expansion boosts secure enterprise connectivity across edge locations Enterprise SONiC Distribution by Dell Technologies simplifies how customers build and manage network fabric performance across the edge, data centers and public clouds Dell ProDeploy Flex service further accelerates deployment of edge solutions Full story  Dell Technologies (NYSE:DELL) introduces Dell NativeEdge, an edge operations software platform, designed to help businesses simplify and optimize secure edge deployments. Customers can streamline edge operations across thousands of devices and locations from the edge to core data centers and multiple clouds.

Dell NativeEdge Software Transforms Edge Operations

LAS VEGAS , May 23, 2023 /PRNewswire/ -- DELL TECHNOLOGIES WORLD --                                                      News summary Project Fort Zero will deliver an end-to-end, validated Zero Trust solution to help organizations minimize the risk of cyberattacks Dell expands its portfolio of security solutions and services to help organizations protect against threats, withstand and recover from attacks and outages Full story Dell Technologies introduces Project Fort Zero to provide an end-to-end Zero Trust security solution for global organizations to protect against cyberattacks. The solution will be validated by the U.S. Department of Defense and is part of a Dell Security portfolio expansion.

Dell Technologies Project Fort Zero to Transform Security

Dell and Nvidia extend partnership with Project Helix, bringing the power of generative AI to on-premises enterprise deployments.

Nvidia and Dell look to breathe new life into AI on premises with Project Helix

The industry's most comprehensive as-a-Service  and multicloud portfolio helps companies better manage their data and applications wherever they live LAS VEGAS , May 22, 2023 /PRNewswire/ -- DELL TECHNOLOGIES WORLD --  News summary Dell APEX expands with first Microsoft and Red Hat offerings, a series of collaboratively engineered Dell APEX Cloud Platforms to more seamlessly extend public cloud operating environments to on-premises IT deployments Dell APEX Storage for Public Cloud brings Dell's industry-leading block and file enterprise storage performance and features to public clouds for easy management, data mobility and security  Dell APEX Navigator software simplifies data mobility, storage and container management across multicloud environments Dell APEX Compute delivers high performance compute for organizations to easily scale based on business needs Dell APEX PC-as-a-Service delivers modern PC solutions while allowing customers to free up capital through a predictable subscription Dell Technologies and Databricks to connect on-premises data in Dell object storage with Databricks' Lakehouse Platform for simpler access to data insights Full story Dell Technologies (NYSE: DELL) unveils new Dell APEX offerings across cloud platforms, public cloud storage software, client devices and compute. These additions to the industry's most comprehensive as-a-Service and multicloud portfolio spanning data center to public cloud and client devices1 will help businesses operate and innovate faster through improved management and mobility of their applications and data wherever they reside.

Dell APEX Portfolio Advancements Help Customers Strengthen Multicloud Strategies and Simplify IT Operations

ROUND ROCK, Texas , May 18, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, June 1, 2023, at 3:30 p.m. CDT to discuss its fiscal 2024 first quarter financial results.

Dell Technologies to Hold Conference Call June 1 to Discuss First Quarter Fiscal 2024 Financial Results

AUSTIN, Texas--(BUSINESS WIRE)--GRC (Green Revolution Cooling), the leader in immersion cooling for data centers, announced today its participation at Dell Tech World, a community of forward thinkers and innovators to help businesses level up for tomorrow's emerging trends, taking place May 22-25 at the Mandalay Bay hotel in Las Vegas. In addition to participating in speaking engagements, GRC will be exhibiting at booth #1416, where they will have a full-sized ICEraQ Series 10 Duo on display—IC.

GRC Announces Participation at Dell Tech World in Las Vegas to Discuss the Necessity of Single-Phase Liquid Immersion Cooling to Create Energy-Efficient Data Centers

SAN JOSE, Calif.--(BUSINESS WIRE)-- #KumoScale--KIOXIA will be at Dell Technologies World next week highlighting new technologies, products, and form factors.

KIOXIA Spotlights Flash Storage Breakthroughs that Bring Innovation to Life at Dell Technologies World

LAS VEGAS--(BUSINESS WIRE)--CONVERGED User Group announces its rebrand to Elevate Technology User Group at Dell Technologies World 2023.

CONVERGED User Group Announces Its Rebrand to Elevate Technology User Group, at Dell Technologies World 2023

NEW YORK--(BUSINESS WIRE)--Cymulate, an award-winning leader in exposure management and security validation, today announced it will host an education session at Dell Technologies World 2023 titled: “What Cymulate learned from 1.7 million hours of attacks.” Andrew Barnett, chief strategy officer at Cymulate, will highlight proactive security validation approaches to identify weaknesses, determine actionable mitigations and maintain a strong cyber posture. WHO: Andrew Barnett, chief strategy off.

Cymulate to Present Findings from 1.7M Hours of Cyber Attacks During Dell Technologies World

Apple

Advanced Micro Devices

Intel

Microsoft

PC sales collapsed last year following an unprecedented sales surge during the Covid pandemic. But when will they recover?

When Will PC Sales Recover? And Which Stocks Are Most Counting On A Rebound?

Dell has a deeply entrenched market position in tech. Dividends are stable and growing.

Dell Technologies Turns Off And On Again: An Investor Opportunity

ROUND ROCK, Texas , May 10, 2023 /PRNewswire/ -- News summary Dell PowerStore security enhancements accelerate Zero Trust adoption to help customers better protect, prevent and respond to cyberattacks PowerStore simplifies data backup to multicloud environments to drive customer innovation with flexible storage automation PowerStore delivers up to 60% more IOPS per watt1 with ENERGY STAR® configurations,2 making it the most energy efficient PowerStore system to date Advancements across the Dell Storage portfolio span automation to improve cyber resilience, DevOps and system performance Full story Dell Technologies (NYSE: DELL) advances software-driven innovation across its industry-leading3 storage portfolio, driving increased cyber resiliency, energy efficiency and automation to power customers' multicloud journeys. Dell's commitment to software development has resulted in more than 2,000 storage portfolio advancements in the past twelve months across every category of the external storage industry.

Dell Technologies Storage Software Innovations Bolster Cyber Resilience and Advance IT Efficiency

Cisco Systems

Corning

Juniper Networks

Seagate Technology Holdings PLC

Texas Instruments

So far, this year has been a big improvement over 2022, and investors can thank big technology stocks for the huge turnaround.

2023 Stock Market Gains Are Tech Driven: Take Profits Now and Move to Legacy Dividend Tech Stocks

The PC maker's stock should see gains as demand for computers recovers, Morgan Stanley says.

Buy Dell Stock for the Coming PC Rebound, Morgan Stanley Says

Dell Technologies Inc. shares rose Tuesday after Morgan Stanley upgraded the PC maker and called a March-ending quarter bottom in the sector still reeling from inventory issues.

Dell stock rises as analyst upgrades after calling bottom to PC market

Dell Technologies Inc (NYSE:DELL) is up 3.3% at $45.30 this morning after Morgan Stanley upgraded it to "overweight" from "equal weight," saying the personal computer market is bottoming out.

Analyst: Personal Computer Market Has Hit a Bottom

GRENOBLE, France--(BUSINESS WIRE)--Kalray (Euronext Growth Paris: ALKAL), a leading provider of hardware and software technologies and solutions for high-performance data-centric computing markets, from Cloud to Edge, is pleased to announce its presence at Dell Technologies World as a Dell ETC Partner, from May 22 to 25, 2023, in Las Vegas. Dell Technologies World (DTW) is a major annual event that brings together industry leaders, experts, and customers to discuss the latest trends and innovat.

Kalray Showcases Leading Solutions for High-performance Computing and Unstructured Data at Dell Technologies World 2023

BOCA RATON, Fla.--(BUSINESS WIRE)--Dell Laser Consultants recently signed an agreement to use ModMed® Ophthalmology's all-in-one solution and ModMed Pay in the state-of-the-art eye practice in Austin, Texas. Dell Laser Consultants' services include vision correction surgery, dry eye treatment and cataract surgery services. Medical Director Dr. Steven J. Dell and colleagues were searching for a system that would reduce rather than create new work for the practice. “We performed a fairly deep div.

Dell Laser Consultants chooses award-winning ModMed Ophthalmology software suite and billing solutions

Lenovo Group Ltd

PC shipments have been declining over the past few quarters, impacting players like Lenovo Group (LNVGY), HP Inc. (HPQ), Dell Technologies (DELL) and Apple (AAPL).

News for Dell Technologies Stock (DELL)