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

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Earnings data Q1 2025

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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.

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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.

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

NVIDIA

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).

Can the PC Market Bounce Back From the Cuurent Lows?

Aehr Test Systems

Applied Materials

ASML Hld

ChargePoint Holdings

Freeport-McMoRan

First Solar

Infineon Technologies AG

Lucid Group

NextEra Energy

ON Semiconductor

Rivian Automotive

Super Micro Computer

S&P Global

Tesla

Taiwan Semiconductor Manufacturing

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

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.

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.

News for Dell Technologies Stock (DELL)