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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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.

BANDAR SERI BEGAWAN, Brunei--( BUSINESS WIRE )--Story Highlights:

Dell Technologies Collaborates with Unified National Networks to Accelerate the Modernization of Brunei's Telecommunications Network

Maximize productivity with the world's first 6K monitor with IPS Black and world's first Zoom certified collaboration keyboard ROUND ROCK, Texas, Jan. 3, 2023 /PRNewswire/ -- Regardless of where you work, technology remains a staple in facilitating productive and collaborative employee experiences. At the center is the overarching PC experience driven largely by an entire ecosystem of devices bringing employees closer to their teams, customers and clients.

Dell Technologies Introduces More "World's First" Collaboration Tools

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For over 10 years, technology stocks led the stock market higher. It seemed like all that investors needed to do was buy one or all of the FAANG stocks, the five of the best-performing tech-centric stocks of the past decade — Facebook (now Meta Platforms), Amazon, Apple, Netflix and Google (now Alphabet) — and huge gains were inevitable.

Tech Stocks Hit Hardest Since 2008 Collapse: 7 ‘Strong Buy' Sector Leaders for 2023 Pay Big Dividends

Berkshire Hathaway built a 10%+ stake in HP Inc. - this appears somewhat surprising as the company operates in largely commoditized and highly competitive industries. In this article, I will highlight reasons why Berkshire has likely preferred HP Inc over Dell Technologies Inc, a somewhat similar but more diversified business.

The Top Reasons Buffett Chose HP Over Dell

Dell Technologies Inc. (NYSE:DELL ) Barclays 2022 Global Technology, Media and Telecommunications Conference December 7, 2022 2:35 PM ET Company Participants Matt Baker - Senior Vice President of Corporate Strategy Conference Call Participants Tim Long - Barclays Tim Long Hello, everybody. Thank you for joining us here for this fireside chat with Dell.

Dell Technologies Inc. (DELL) Presents at Barclays 2022 Global Technology, Media and Telecommunications Conference (Transcript)

Dell Technologies Inc. (NYSE:DELL ) Credit Suisse 26th Annual Technology Conference Call November 30, 2022 10:55 AM ET Company Participants Chuck Whitten - Co-Chief Operating Officer Conference Call Participants Shannon Cross - Credit Suisse Shannon Cross Hi, everyone and thank you for joining us. My name is Shannon Cross, and I'm the IT hardware analyst here at Credit Suisse.

Dell Technologies Inc. (DELL) Credit Suisse 26th Annual Technology Conference (Transcript)

Affluence Corporation

OAK BROOK, IL / ACCESSWIRE / November 30, 2022 / OneMind Technologies a wholly owned subsidiary of Affluence Corporation (OTC PINK:AFFU) has announced today that the company has entered into a strategic partnership with Dell Technologies (NYSE:DELL). Under the terms of the agreement Dell Technologies will incorporate OneMind's Hypervisor into its Digital City Software product.

OneMind Technologies Announces Strategic Partnership with Dell Technologies

PC sales are in the midst of a major pullback, but these high-dividend PC stocks both look quite cheap.

Better Buy: Dell vs. HP

Hardware and infrastructure solutions provider Dell Technologies (NASDAQ: DELL) is a diversified technology company comprised of two main segment

Dell Technologies Shows Network Infrastructure Spending is Robust

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These companies have multiple ways they could deliver multibagger growth in a relatively short period of time.

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ROUND ROCK, Texas , Nov. 23, 2022 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Chuck Whitten, co-chief operating officer, and Matt Baker, senior vice president of corporate strategy, will each present at one of the following upcoming conferences: Credit Suisse 26th Annual Technology Conference – Scottsdale, AZ Wednesday, Nov. 30, 2022 9:55 a.m. CT / 10:55 a.m.

Dell Technologies to Present at Investor Conferences in November and December

Dell Technologies' (DELL) third-quarter fiscal 2023 results reflect sluggish PC demand, hurting Client Solutions Group business.

DELL Q3 Earnings Beat Estimates, Lower PC Sales Hurt Revenues

Dell Technologies Inc (NYSE:DELL) is up 4% at $42.73 at last check, reversing its premarket losses despite the company's dismal current-quarter outlook, after Dell warned of the negative impacts high inflation and a slowing economy could have on consumer spending.

Dell Technologies Stock Brushes Off Forecast, Bear Notes

Dell Technologies Inc. (NYSE:DELL ) Q3 2023 Results Conference Call November 21, 2022 4:30 AM ET Company Participants Rob Williams - Head, IR Jeff Clarke - Vice Chairman and Co-COO Chuck Whitten - Co-COO Tom Sweet - CFO Tyler Johnson - SVP and Treasurer Conference Call Participants Krish Sankar - Cowen and Company David Vogt - UBS Tim Long - Barclays Samik Chatterjee - JP Morgan Amit Daryanani - Evercore Aaron Rakers - Wells Fargo Sidney Ho - Deutsche Bank Erik Woodring - Morgan Stanley Steven Fox - Fox Advisors Ruplu Bhattacharya - Bank of America Simon Leopold - Raymond James Toni Sacconaghi - Bernstein Shannon Cross - Credit Suisse Jim Suva - Citigroup Operator Good afternoon, ladies and gentlemen. And welcome to the Fiscal Year 2023 Third Quarter Financial Results Conference Call for Dell Technologies Incorporated.

Dell Technologies Inc. (DELL) Q3 2023 Earnings Call Transcript

Dell Technologies (DELL) delivered earnings and revenue surprises of 43.75% and 0.99%, respectively, for the quarter ended October 2022. Do the numbers hold clues to what lies ahead for the stock?

Dell Technologies (DELL) Q3 Earnings and Revenues Top Estimates

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The market's benchmark indexes finished the day lower.

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Dell Technologies Inc. shares surged in the extended session Monday after the computer maker's quarterly results topped Wall Street estimates.

Dell stock surges more than 5% after earnings beat

Dell Technologies beat Wall Street's targets for its fiscal third quarter thanks to strong sales of servers and other enterprise hardware. The post Dell Tops Third-Quarter Views On Growth In Servers, Storage appeared first on Investor's Business Daily.

Dell Tops Third-Quarter Views On Growth In Servers, Storage

Dell Technologies Inc posted a 68% rise in quarterly operating profit on Monday, as strong demand for servers and network equipment cushioned weak PC sales and easing supply-chain pressures helped rein in costs.

Dell quarterly profit jumps on higher server demand, lower costs

News summary Third quarter revenue down 6% at $24.7 billion Operating income up 68% at a record $1.8 billion, and non-GAAP operating income up 22% at a record $2.4 billion Diluted earnings per share at $0.33, and non-GAAP diluted earnings per share at $2.30 ROUND ROCK, Texas , Nov. 21, 2022 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2023 third quarter. Revenue was $24.7 billion, down 6%.

Dell Technologies Announces Third Quarter Fiscal 2023 Financial Results

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The PC boom has gone bust, and we are about to see the results ahead of Black Friday

The three major U.S. equity indexes closed lower Thursday. The Dow Jones industrials ended the day down 0.02%, the S&P 500 closed 0.31% lower and the Nasdaq retreated 0.35%.

Earnings Previews: Dell Technologies, Urban Outfitters, Zoom Video

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Over 90% of S&P 500 companies have reported their third quarter earnings as of last week.

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Dell's AI-powered software and operational security capabilities help drive Zero Trust, protecting data and reducing risk from cyberattacks ROUND ROCK, Texas , Nov. 17, 2022 /PRNewswire/ -- News summary Dell PowerProtect Data Manager software advancements and new appliance help customers improve operational security and cyber resiliency Dell brings isolated cyber vaults to Google Cloud, broadening its cyber recovery capability in leading public clouds Dell APEX Data Storage Services adds flexible backup storage as-a-Service Dell multicloud data protection solutions accelerate adoption of Zero Trust principles with built-in capabilities for operational security Dell introduces a Cyber Recovery Guarantee Full story Dell Technologies (NYSE:DELL) is expanding its industry leadership in data protection appliances and software1 to help customers protect their data on premises, in public clouds and at the edge.  The Dell PowerProtect Data Manager Appliance leads a series of advancements for multicloud data protection that are simple to use and easy to consume.

News for Dell Technologies Stock (DELL)