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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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 is downgraded to Hold, from my prior May rating of Buy. The hold rating is in line with the SA quant system rating. Positives: dividend yield vs sector, P/E ratio vs sector, capital strength. Headwinds: poor YoY earnings growth, share price vs 200-day SMA is overpriced.

Holding On To Dell Technologies: A Dividend Pick Among Tech Stocks

ROUND ROCK, Texas , Aug. 17, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, Aug. 31, 2023, at 3:30 p.m. CDT to discuss its fiscal 2024 second quarter financial results.

Dell Technologies to Hold Conference Call Aug. 31 to Discuss Second Quarter Fiscal 2024 Financial Results

DELL announces that its Australian unit has been fined A$10 million by the Federal Court over false monitor discount information.

DELL Australia Faces $6.5M Fine for False Monitor Pricing

Hewlett Packard

Dell Technologies and Hewlett Packard Enterprise are two of the largest sellers of servers worldwide.

Computer Server Demand Is Fading. AI May Be Why.

Helmerich & Payne

Taiwan's Acer and Asus both showed year-over-year growth in July PC sales.

With HP and Dell Earnings Coming Soon, PC Demand Is Showing Signs Of Life

Morgan Stanley says the company could be a play on servers used for generative artificial intelligence applications.

Dell Stock Spikes on High Hopes for AI-Related Servers

The wider PC market has faced challenges in the post-COVID world, with longer IT refresh cycles and reduced budgets. Dell computer has been affected by these industry-wide trends. However, we think investors have largely overlooked the coming AI opportunity set for IT hardware.

Investors Are Overlooking The AI Opportunity At Dell

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NVIDIA

Dell is announcing new validated designs with Nvidia for helping enterprises deploy Generative AI workloads into production on-premises.

Dell, Nvidia join forces for next-gen generative AI solutions

Dell Technologies on Monday launched new generative artificial intelligence (GenAI) solutions in collaboration with Nvidia whose chips enable the technology behind OpenAI's ChatGPT.

Dell expands 'Project Helix' with Nvidia to provide generative AI solutions

ROUND ROCK, Texas , July 31, 2023 /PRNewswire/ -- News summary Dell Generative AI Solutions include a new suite of Dell products and services, in collaboration with NVIDIA, to help businesses gain real-time insights and enable innovation through intelligence Dell Validated Design for Generative AI with NVIDIA offers pre-tested and proven Dell infrastructure, software and services to power transformative business outcomes with GenAI Dell Professional Services help customers with strategy, implementation and scaling to accelerate GenAI adoption Dell Precision workstations, with expanded NVIDIA GPU configurations, help users accelerate GenAI workloads locally on the device Full story Dell Technologies (NYSE: DELL) introduces new offerings to help customers quickly and securely build generative AI (GenAI) models on-premises to accelerate improved outcomes and drive new levels of intelligence.  New Dell Generative AI Solutions, expanding upon our May's Project Helix announcement, span IT infrastructure, PCs and professional services to simplify the adoption of full-stack GenAI with large language models (LLM), meeting organizations wherever they are in their GenAI journey.

Dell Technologies Expands AI Offerings to Accelerate Secure Generative AI Initiatives

Subscribers to Schaeffer's Weekend Trader options recommendation service received this DELL commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

Dell Stock Pullback Presents Attractive Entry Point

A unique, innovative, and scalable system to support the open science community AUSTIN, Texas , July 24, 2023  /PRNewswire/ -- The Texas Advanced Computing Center (TACC) today announced Stampede3, a powerful new Dell Technologies (NYSE:DELL) and Intel based supercomputer that will enable groundbreaking open science research projects in the U.S. while leveraging the nation's previous high performance computing investment funds. For over a decade, the Stampede systems — Stampede (2012) and Stampede2 (2017) — have been flagships in the U.S. National Science Foundation's (NSF) XSEDE/ACCESS scientific supercomputing ecosystem.

TACC's New Stampede3 Advances NSF Supercomputing Ecosystem

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Dell Technologies is a promising business with robust long-term investment potential, despite facing a challenging macroeconomic environment and soft demand from consumers and enterprises due to cautious IT spending. Dell's Infrastructure Solutions Group segment, which accounts for 40% of its revenue and focuses on cloud operations, on-premises storage infrastructure, and AI technologies, presents significant growth potential for the company. Despite a decrease in revenue YoY, Dell's strong cost discipline resulted in a strong YoY and sequential gross margin performance, and the company is committed to its long-term targets.

Dell: This Industry Leader Is Still Undervalued

Dell Technologies signed a definitive agreement to buy Moogsoft, an AI-driven provider of intelligent monitoring solutions that support development operations and information technology operations.

Dell to acquire AI-driven IT provider Moogsoft

ROUND ROCK, Texas , July 19, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announced it has signed a definitive agreement to acquire Moogsoft, an AI-driven provider of intelligent monitoring solutions that support DevOps and ITOps. This transaction will further enhance Dell's AIOps capabilities, as part of its longstanding approach of embedding AI functionality within its product portfolio and as a critical component of its "multicloud by design" strategy.

Dell Technologies Announces Intent to Acquire Moogsoft

ROUND ROCK, Texas , July 17, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call July 27 at 3 p.m. CT / 4 p.m.

Dell Technologies to Hold Investor Conference Call July 27 to Discuss its Corporate Sustainability Strategy

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Fintel reports that Silver Lake Group, L.L.C. has filed a 13D/A form with the SEC disclosing ownership of 90.77MM shares of Dell Technologies Inc – Class C (DELL). This represents 26.0% of the company.

Silver Lake Group, L.L.C. Now Owns 26% of Dell Technologies

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ROUND ROCK, Texas , June 29, 2023 /PRNewswire/ -- Dell Technologies Inc. ("Dell Technologies") (NYSE: DELL) today announced that, in connection with the previously announced cash tender offers (collectively, the "Offers") by Dell Inc., its wholly-owned subsidiary ("Dell"), for up to $1.0 billion aggregate principal amount (the "Aggregate Tender Cap") of the debt securities listed in the table below (collectively, the "Securities" and each referred to as a "series" of Securities) from each registered holder of Securities (individually, a "Holder," and collectively, the "Holders"), $2,089,943,000 in aggregate principal amount of the 6.020% Senior Notes due 2026 was validly tendered and not validly withdrawn at or prior to 5:00 p.m., New York City time, on June 29, 2023 (the "Early Tender Deadline"), in the aggregate amounts as shown in the table below.

Dell Technologies Announces Early Results for Cash Tender Offers for Certain Outstanding Debt Securities

ROUND ROCK, Texas , June 28, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that it will host an "Ask the Experts" Q&A session on July 17 at 1:45 p.m. CT. Leaders from Dell Technologies will discuss current technology trends and how the company is innovating across its leading capabilities, with a focus on AI/ML, multicloud, edge, and Zero Trust.

Dell Technologies to Hold "Ask the Experts" Q&A

Dell Technologies NYSE: DELL have risen nearly 60% since the stock found a sensible bottom during the fourth quarter of 2022. The momentum in the stock's advance during this time could be seen as a 'forward looking' behavior in part of the broader markets, as the bottlenecks and demand issues in the overall personal computer industry began to clear up.

Dell Maintains Its Dividend Payout, Sign Of Better Things To Come

Dell Technologies presents a growth opportunity due to advancements in AI, particularly in the AI-optimized server market. The company's financials are mixed, but with conservative estimates of future revenue growth, it is a buy for long-term investors. The Client Solutions Group segment may continue to drag down profits, but the Infrastructure Solutions Group has potential to outperform with AI advancements.

News for Dell Technologies Stock (DELL)