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

Earnings data Q2 2024

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.

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.

Aehr Test Systems

Applied Materials

Advanced Micro Devices

ASML Hld

ChargePoint Holdings

Freeport-McMoRan

First Solar

Infineon Technologies AG

Lucid Group

Microsoft

NextEra Energy

NVIDIA

ON Semiconductor

Rivian Automotive

Super Micro Computer

S&P Global

Tesla

Taiwan Semiconductor Manufacturing

Texas Instruments

UBS Group AG

Artificial intelligence is poised to transform our lives -- perhaps sooner than many realize. The clean-energy transition has been turbocharged by massive green subsidies in the U.S., Europe, and China.

2 Top Trends to Invest $1,000 in Right Now

Cisco Systems

With sentiment continuing to grow toward the broader technology sector, this poses the question of if it's time to buy either of these historic tech companies.

Cisco Systems Vs. Dell Technologies which Computer Stock is the Better Buy

Airbnb

Blackstone Group

S&P Dow Jones Indices will now allow companies with multiple classes of stock to be included in the S&P 500 index.

Blackstone, Airbnb, Dell Get Boost from S&P 500 Change

J.P. Morgan favors the relative benefit to HP from a recovery in sales over Dell. It puts it at odds with the majority of Wall Street analysts.

Pick HP Over Dell for the PC Recovery. PC Sales Are Set for a Turnaround.

Apple

Lenovo Group Ltd

Bleak global economic outlook, tepid consumer demand for PCs and high channel inventory levels result in a 29% plunge in PC shipments in Q1, according to International Data Corporation ("IDC").

PC Shipments Plunge in Q1 on Weak Demand & Excess Inventory

AbbVie

AmerisourceBergen

Best Buy

Cigna

ConocoPhillips

CVS Health

Devon Energy

eBay

Expeditors International of Washington

Twenty-First Century Fox

Gilead Sciences

KLA-Tencor

Lam Research

McKesson

Altria

Mosaic

Marathon Petroleum

Nutrien

Nucor

QUALCOMM

The following is a dividend portfolio strategy for large caps that score the highest amongst Joel Greenblatt's Magic Formula screener. The list follows large caps that have dividends.

Magic Formula Dividend Portfolio For April

CrowdStrike

CrowdStrike hosts an investor day Tuesday, where it's expected to provide views on competition with Microsoft and a new partnership with Dell. The post CrowdStrike Investor Day On Tap: Microsoft, Dell Hot Topics appeared first on Investor's Business Daily.

CrowdStrike Investor Day On Tap: Microsoft, Dell Hot Topics

Dell Technologies Inc. (NYSE:DELL ) Bank of America's View from the Top CEO Series Conference Transcript March 29, 2023 3:30 PM ET Executives Michael Dell - Chairman and CEO Analysts Wamsi Mohan - Bank of America Wamsi Mohan Hello and good afternoon. Welcome to our View from the Top CEO Call Series, where we're focused on the vision and strategy CEOs that are driving their organizations toward.

Dell Technologies Inc. (DELL) Management Presents at Bank of America's View from the Top CEO Series Conference (Transcript)

Corning

Juniper Networks

Seagate Technology Holdings PLC

Interest rates have risen the fastest in the past year since the 1980s, and investing seems to be getting increasingly complicated, as much of the trading on Wall Street is computer-driven by algorithms.

7 Tech Stocks to Buy Now That Have a Higher Dividend Yield Than the S&P 500

Amazon

Alphabet

SAP SE

Global tech giants from Microsoft and Google to SAP have laid off thousands of employees since the start of the year despite being profitable.

These tech giants are still making money, but layoffs are coming hard and fast

ROUND ROCK, Texas , March 23, 2023 /PRNewswire/ -- Small and medium business (SMB) leaders may view an in-house IT team as a luxury. However, IT is more than purchasing a few laptops and shipping them to employees, especially when setting the foundations for scaling a successful business.

Get Back to Business with Dell APEX Managed Device Service

Whether it's hybrid, remote, flexible or in-office, how we work and where it happens today is different for everyone. ROUND ROCK, Texas , March 23, 2023 /PRNewswire/ -- Let's face it, how we work and where we work today is different for everyone.

Work Anywhere, Do Everything with Dell

ROUND ROCK, Texas , March 22, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Michael Dell, chairman and chief executive officer, will participate in a virtual fireside chat hosted by Wamsi Mohan of Bank of America on Wednesday, March 29, 2023 at 2:30 p.m. CT / 3:30 p.m.

Dell Technologies to present at Bank of America's View from the Top CEO Series

One analyst thinks Dell stock is headed to $43. The analyst thinks Dell will generate significant free cash flow over the next 12 months.

Dell Stock: Headed to $43?

Credit Suisse

Glencore PLC

Glencore, and computer maker Dell were among the topics under the broker spotlight for Monday – albeit most of the City's attention was on the European banking crisis.

Glencore, Dell and Credit Suisse crisis in Monday's broker spotlight

Xerox

With the Federal Reserve vowing higher interest rates for longer, the 10-year Treasury Note yield entered March like a lion roaring above 4% for the first time since November 2022. After finishing last week at 3.4%, it appears to be heading out like a lamb.

5 Tech Stocks With Bank-Like Dividend Yields

Goldman Sachs (NYSE:GS) has initiated coverage in US-based technology hardware group Dell Inc, alongside competitor Hewlett-Packard Enterprise Company. Analysts at the multinational investment bank believe Dell should benefit from an “improvement in investor sentiment over the next 12 months” as pricing estimates “approach a cyclical bottom” in Dell's diversified lines of personal computers, servers and data storage, all the while benefitting from a “leading market share” position.

Goldman Sachs goes bullish on Dell, notes ‘shareholder-friendly' capital returns

CrowdStrike is focused on winning business from large customers, but doesn't want to ignore smaller customers. The company is leveraging Dell's massive enterprise expertise to grow efficiently.

Here's Why CrowdStrike Is Thrilled to Partner With Dell

Allegro MicroSystems

BJ`s Wholesale Club Holdings Inc

Oracle

Stryker

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including BJ's & CrowdStrike

Top Wall Street analysts pick these five stocks for the long term

Dell Technologies (DELL) is expanding its security portfolio, which holds promise for its prospect this year despite the sluggish PC market.

Dell's Expanding Security Portfolio to Aid 2023 Prospects?

ROUND ROCK, Texas , March 15, 2023 /PRNewswire/ --  News summary Dell Technologies Managed Detection and Response Pro Plus blocks routes to cyberattacks and accelerates recovery Dell extends threat management capabilities across endpoints, networks and clouds with addition of CrowdStrike Dell Secured Component Verification offers expanded cloud-based option, delivering additional supply chain assurance Dell Product Success Accelerator for Cyber Recovery helps protect critical data from cyber threats Full story Dell Technologies is announcing new security services and solutions to help organizations protect against threats, respond to attacks and secure their devices, systems and clouds. Seventy-two percent of IT business leaders and professionals believe the changing working world exposes their organization to even greater risk.i The highly distributed IT environment creates new opportunities for cybercriminals and requires organizations to transform their approach to securing and recovering their data and systems.

Dell Technologies Strengthens Security Portfolio with New Services and Solutions

Twilio

Zoom Video

Coinbase

Salesforce

The tech industry has seen a string of layoffs in the face of uncertain economic conditions.

Google, Meta, Amazon and other tech companies have laid off more than 95,000 employees in the last year

Dell Technologies Inc. and HP Inc. recently reported their earnings results, which were quite fine given the challenging economic environment and deteriorating consumer sentiment. However, since investors likely own DELL and HPQ stock for the dividend and buybacks, it is important to understand the reasons for the cash flow vacuum apparent at both companies.

Dell Vs. HP Stock: Which Is The Better Dividend Pick?

Synovus Financial

Sun Communities

Toronto-Dominion Bank

Wyndham Hotels & Resorts Inc

Investors may keep a tab on stocks like SUI, DELL, SNV, WH and TD, which have lately hiked their dividend payments.

5 Stocks to Watch on Dividend Hikes Amid Market Uncertainty

As Federal Reserve Chairman Jerome Powell and his colleagues strive to gain significant ground in the battle to tame inflation, employment remains expendable collateral damage amidst this giant shift in policy. Technology companies - expressed in their typically higher betas - are more sensitive to changes in fiscal policy, particularly rising interest rates.

Latest Tech Layoffs at Dell May Provide Buying Opportunity

News for Dell Technologies Stock (DELL)