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

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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 (NYSE: DELL ) joined the tech layoff trend, saying it will cut 6,650 employees or roughly 5% of its workforce. The company blamed the move on weakness in the PC market.

Dell Layoffs 2023: What to Know About the Latest DELL Job Cuts

Dell Technologies Inc (NYSE: DELL) is in focus this morning after the computer company joined its tech peers and announced layoffs. Dell to cut 5.0% of its workforce On Monday, an SEC filing confirmed that the Texas-headquartered firm plans on lowering its headcount by 5.0%.

Dell announces layoffs to ‘be ready when the market rebounds'

Dell has joined Okta, Splunk, PayPal, IBM, SAP, Spotify, Alphabet, Intel, Microsoft, Coinbase, Cisco, Amazon, Salesforce, HP, Roku, Beyond Meat, Meta and Twitter in announcing major layoffs in recent months.

Dell joins Okta, Splunk, PayPal, IBM, SAP, Spotify, Google, Intel, Microsoft, Amazon and other tech companies making layoffs

American computer firm Dell said Monday that it will lay off some five percent of its global workforce, or around 6,650 employees, the latest casualties of a job-slashing wave hitting the US tech sector.

US tech giant Dell to cut 5% of its global workforce

Tech workers took another big hit today when Dell announced it was laying off 5% of its worldwide employees in the face of plunging PC sales and general economic uncertainty. That's 6650 more people who will be out of work.

More tech job market misery as Dell lays off 5% of worldwide workforce

Dell on Monday announced plans to lay off more than 6,650 employees, or about 5% of its workforce.

Dell to lay off 6,650 workers, or 5% of its workforce

US-based PC maker makes move in order to reduce costs as ‘market conditions continue to erode'

Dell to cut 5% of global workforce as ‘uncertain future' looms

Dell says the layoffs are 'prudent steps in light of a challenging global economic environment.'

Dell to Cut 5% of Workforce as Tech Jobs Rout Rolls on

Dell Technologies said it is cutting about 5% of its workforce as market conditions continue to erode.

Dell to Cut 5% of Workforce

Dell is to slash more than 6,500 jobs, around 5% of the company's workforce, due to a computer sales slump. The IT company follows other tech businesses like Microsoft, Google and Amazon in shrinking its workforce.

Dell to lay off 6,500 workers in another set of tech job cuts

Dell Technologies Inc said on Monday it would lay off about 5% of its workforce as it struggles with a slump in the personal computer market and braces for a potential recession.

Dell to lay off 5% of workforce amid PC slump

Dell Technologies Inc. will eliminate about 6,650 jobs due to a decline in demand for the company's personal computers. This is about 5% of Dell's global workforce.

Dell to cut 6,650 jobs amid diminishing demand for company's computers

Major U.S. companies laid off more than 81,000 employees in January.

2023 Layoffs: Dell Reportedly Cuts 6,650 Jobs

Dell Technologies will join the ranks of technology companies slashing jobs as the computer maker will shed 6,650 positions, according to a published report on Monday.

Dell to cut 6,650 jobs, report says

Dell Technologies Inc will eliminate about 6,650 jobs, or about 5% of its global workforce, Bloomberg news reported on Monday.

Dell to slash about 6,650 jobs -Bloomberg News

Broadcom

Cisco Systems

Juniper Networks

Microsoft

QUALCOMM

It had been almost 15 years since we had seen the kind of selling and overall disruption in the technology sector we witnessed in 2022.

Big Tech Is on a Huge Roll: 7 Stocks to Buy Now That Pay Big Dividends

Shutterstock

Hey, party people, it's Kyle, continuing to step in for Greg to write Week in Review as he spends time with his newborn. Dunno about y'all, but it's been a week.

Stripe eyes an exit, Dell bets on the cloud, and Shutterstock embraces generative AI

Dell Technologies Inc.'s PC business has faced significant headwinds. Despite the headwinds, the Dell ISG group is the future.

Don't Focus On Dell's PC Business, The Real Story Is In Their ISG Division

Dell is making an acquisition to beef up its cloud services business, specifically its offerings in DevOps: the company is buying Cloudify, an Israeli startup that has built a platform for cloud orchestration and infrastructure automation. Cloudify's tools are used by cloud architects and DevOps engineers to manage containers, workloads, and more across hybrid environments.

Dell has acquired cloud orchestration startup Cloudify, sources tell us for around $100M

AvalonBay Communities

Canadian Imperial Bank of Commerce

Ford Motor Company

Intel

Walgreens

With the shifting of market fortunes over the past year, we've seen a major rotation. Growth stocks are out.

7 Dividend Stocks That Will Be Big Winners in 2023

ROUND ROCK, Texas , Jan. 17, 2023 /PRNewswire/ --  News summary Dell PowerEdge server portfolio expansion offers more performance, including up to 2.9x greater AI inferencing Dell Smart Flow design and Dell Power Manager software advancements deliver greater energy efficiency Dell Secured Component Verification helps secure the supply chain with cryptographic verification Dell APEX portfolio to offer a modern compute as-a-Service experience, helping companies improve IT operations while making the most of their resources Full story Dell Technologies (NYSE:DELL) expands the industry's top selling server portfolio1, with an additional 13 next-generation Dell PowerEdge servers, designed to accelerate performance and reliability for powerful computing across core data centers, large-scale public clouds and edge locations. Next-generation rack, tower and multi-node PowerEdge servers, with 4th Gen Intel Xeon Scalable processors, include Dell software and engineering advancements, such as a new Smart Flow design, to improve energy and cost efficiency.

Next-Generation Dell PowerEdge Servers Deliver Advanced Performance and Energy Efficient Design

Apple

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 Its Multi-Year Lows?

Macroeconomic headwinds, tepid consumer demand for PCs and high inventory levels induces the steepest personal computer shipment decline in years in the fourth quarter, according to Gartner.

PC Shipments Crashes in Q4 on Weak Demand, Macroeconomic Woes

The move comes as geopolitical relations between Washington and Beijing sour, and as factory operations continue to be hit by China's COVID policies.

PC giant Dell will reportedly stop using Chinese chips as soon as next year, and it shows how Washington-Beijing tensions are forcing companies to diversify their supply chains

Dell Technologies Inc plans to stop using China-made chips by 2024 and has told suppliers to reduce the amount of other made-in-China components in its products amid concerns over U.S.-Beijing tensions, Nikkei reported on Thursday.

News for Dell Technologies Stock (DELL)