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

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2025

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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.

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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 ) Morgan Stanley Technology, Media & Telecom Conference March 7, 2023 3:55 PM ET Company Participants Chuck Whitten - Co-Chief Operating Officer Conference Call Participants Erik Woodring - Morgan Stanley Erik Woodring All right. So time's up, let's get started.

Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)

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The month of February had a couple of very interesting insider purchases. In this article, we discuss the 10 biggest insider purchases by value. In addition, we will take a look into 2 companies more in-depth, which we found particularly interesting this month.

Top Insider Picks For February 2023

CrowdStrike

AUSTIN, Texas & ROUND ROCK, Texas--(BUSINESS WIRE)--CrowdStrike (Nasdaq: CRWD), a leader in cloud-delivered protection of endpoints, cloud workloads, identity and data, and Dell Technologies (NYSE: DELL) today announced a new strategic alliance to help organizations prevent, detect and respond to cyber threats with frictionless and cost-effective offerings. The alliance entails targeted offerings for businesses of all sizes.

CrowdStrike and Dell Technologies Join Forces to Transform Commercial PC Cybersecurity

The company posted better-than-expected results, despite ongoing weakness in PC demand.

Dell Earnings Top Estimates, but Guidance Misses Expectations. CFO to Retire.

Dell hiked its dividend after reporting record full-year operating income. Full-year operating income was up 24% to US$5.8bn, while non-generally accepted accounting principles (GAAP) operating income was up 11% to US$8.6bn.

Dell hikes dividend after record year

Dell Technologies Inc. (NYSE:DELL ) Q4 2022 Earnings Conference Call March 2, 2023 4:30 PM ET Company Participants Rob Williams - SVP of IR Chuck Whitten - Co-COO Tom Sweet - Executive VP & CFO Tyler Johnson - Senior VP & Treasurer Jeffrey Clarke - Co-COO & Vice Chairman Michael Dell - Chairman & CEO Conference Call Participants Aaron Rakers - Wells Fargo David Vogt - UBS Toni Sacconaghi - Bernstein Jim Suva - Citigroup Erik Woodring - Morgan Stanley Samik Chatterjee - JPMorgan Wamsi Mohan - Bank of America Merrill Lynch Amit Daryanani - Evercore ISI Simon Leopold - Raymond James Sidney Ho - Deutsche Bank Krish Sankar - Cowen Kyle McNealy - Jefferies & Co. Operator Good afternoon, and welcome to the Fiscal Year 2023 Fourth Quarter and Year-end 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 the 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) Q4 2022 Earnings Call Transcript

Dell Technologies (DELL) delivered earnings and revenue surprises of 9.76% and 9.74%, respectively, for the quarter ended January 2023. Do the numbers hold clues to what lies ahead for the stock?

Dell Technologies (DELL) Beats Q4 Earnings and Revenue Estimates

Dell Inc. on Thursday reported fourth-quarter and full-year results that beat Wall Street expectations, giving a boost to its stock in extended trading.

Dell stock climbs on Wall Street beat; company announces CFO change

Computer hardware giant Dell Technologies trounced Wall Street's targets for its fiscal fourth quarter. Dell stock jumped on the news.

Dell Trounces Estimates On Solid Infrastructure Hardware Sales

Dell Technologies Inc said on Thursday Chief Financial Officer Tom Sweet would retire by the end of its fiscal second quarter, and named company veteran Yvonne McGill as his successor.

Dell CFO Tom Sweet to retire

Dell Technologies Inc posted a smaller-than-expected fall in quarterly revenue on Thursday, as demand for servers and network equipment from large businesses helped cushion sluggish PC sales.

Dell revenue beats as server, network demand offsets PC weakness

ROUND ROCK, Texas , March 2, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) today announces on its Q4 fiscal 2023 earnings call that EVP, Chief Financial Officer Tom Sweet  will retire from the company at the end of Q2 fiscal 2024. The company has named Yvonne McGill, currently corporate controller, its new CFO effective the start of Q3 fiscal 2024.

Dell Technologies Announces Tom Sweet to Retire from the Company; Yvonne McGill Named CFO effective Q3 FY24

Dell Earnings Top Estimates; CFO to Retire.

News summary Record full-year revenue of $102.3 billion, up 1%, and fourth quarter revenue of $25 billion, down 11% Record full-year operating income of $5.8 billion, up 24%, and record non-GAAP operating income of $8.6 billion, up 11% Full-year diluted earnings per share at $3.24, and non-GAAP diluted earnings per share at $7.61 Announcing a 12% increase in annual cash dividend to $1.48 per common share ROUND ROCK, Texas , March 2, 2023 /PRNewswire/ --  Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2023 fourth quarter and full year. Revenue for the year was a record $102.3 billion, up 1% over fiscal year 2022.

Dell Technologies Delivers Fourth Quarter and Full Year Fiscal 2023 Financial Results

Broadcom

Hewlett Packard

Marvell Technology

In early trading on Wednesday, the Dow Jones industrials were up 0.05%, but the S&P 500 and the Nasdaq were each down 0.19%.

Earnings Previews: Broadcom, Dell, Hewlett Packard Enterprise, Marvell

At first glance, it might look like Dell Technologies (NYSE: DELL ) stock offers a good value and dividends combo. Don't fall headfirst into a value trap, however.

Is Dell Technologies (DELL) a Buy, Sell, or Hold?

News summary  Dell Telecom Infrastructure Blocks expand to support Red Hat technologies, for simple and efficient open, cloud-native infrastructure deployment and management of telecom networks Dell PowerEdge servers deliver performance and energy efficiency in compact form factors to support telecom and edge use cases The Dell Private Wireless Program offers choice and flexibility with pre-validated private wireless solutions for network operators and enterprises The Dell Open Telecom Ecosystem Lab adds engineering consultation, more partner testing and new Ireland location for global telecom ecosystem collaboration ROUND ROCK, Texas , Feb. 22, 2023 /PRNewswire/ --  Full story  Dell Technologies (NYSE: DELL) is helping the telecommunications industry accelerate the adoption of open, cloud-native technologies with new solutions and partnerships, including Dell Telecom Infrastructure Blocks for Red Hat, new Dell PowerEdge edge servers, a private wireless program and expanded lab capabilities. "The promise of open telecom network architecture is clear to operators, but has so far been a challenge to realize," said Dennis Hoffman, senior vice president and general manager, Dell Technologies Telecom Systems Business.

Dell Technologies Accelerates Adoption of Open Telecom Network Architectures

ROUND ROCK, Texas , Feb. 16, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, March 2, 2023, at 3:30 p.m. CST to discuss its fiscal 2023 fourth quarter and full year financial results.

Dell Technologies to Hold Conference Call March 2 to Discuss Fourth Quarter and Full Fiscal 2023 Financial Results

The iconic computer company's business is drying up much faster than its competitors' is, and things could get worse before they get better.

Dell Is the Worst of the Worst in a Miserable PC Industry

Dell Technologies (1Y Growth at -30.82%) has lagged both the broader market (SPY: -8.25%) and the tech industry (VGT: -12.12%). This reflects Dell's QoQ margin compression, sustained high-debt levels, and limited free cash flow.

Dell Technologies: Capturing Hybrid Infrastructure Growth

I reiterate my bullish stance on Dell Technologies and continue to believe it is a "Buy", despite the challenging demand environment. Dell is, in my opinion, expected to see an operating profit of between $4 and 4.5 billion.

Dell: Profitability Expansion On OpEx Discipline

After companies like Twitter and Meta announced significant job cuts in 2022, more layoffs are on the horizon – and they're moving beyond big tech.

Dell is slashing 6,600 workers amid a layoff wave that has expanded past tech to include bellwethers like Dow and 3M. Here's the full list of major US companies making cuts in 2023.

Dell had already rolled out cost-cutting moves such as a hiring pause and limits on travel.

Dell slashing more than 6,500 jobs as PC market slumps

The PC maker will reduce its global headcount by around 5%.

Dell to Lay Off Over 6,000 as Tech Job Losses Continue

Dell Technologies Inc  (NYSE:DELL) is down 3.2% to trade at $40.89 at last check, after becoming the latest tech giant to announce layoffs.

News for Dell Technologies Stock (DELL)