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 Q4 2022

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Earnings data Q3 2024

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Earnings data Q1 2025

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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.

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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's industry-first co-engineered solution with Wind River speeds the adoption of open, cloud-native network technologies News summary  Dell Telecom Infrastructure Blocks for Wind River simplify how network operators can deploy and manage open, cloud-native infrastructure Dell services offer streamlined, carrier-grade support for the entire cloud stack including Wind River Studio Dell expands the telecom industry's open ecosystem with the Dell Telecom Partner Self-Certification Program  ROUND ROCK, Texas , Sept. 28, 2022 /PRNewswire/ -- Full story  Dell Technologies (NYSE: DELL) is introducing a new telecom cloud infrastructure solution, co-engineered with Wind River, to help communications service providers (CSPs) reduce complexity and accelerate their cloud-native network deployments.

Dell Technologies and Wind River Transform Telecom Cloud Deployments

Dell Technologies (DELL) is expanding its partnership with Red Hat, which will help enterprises speed up the development and operations (DevOps) of cloud-native applications.

DELL Expands Partnership With Red Hat for Container Solutions

New offerings include on-premises solutions and co-engineering a hybrid cloud solution with Red Hat OpenShift ROUND ROCK, Texas , Sept. 15, 2022 /PRNewswire/ --            News summary Dell APEX Containers for Red Hat OpenShift offers an on-premises cloud experience for developers with a Dell-managed Container-as-a-Service solution Dell Validated Platform for Red Hat OpenShift offers documented guidance for DevOps teams to help speed deployment of on-premises IT for container orchestration Dell and Red Hat are co-engineering a hybrid cloud solution using Dell software to integrate Red Hat OpenShift with Dell infrastructure, and IBM and Dell plan to add optional IBM intelligent automation software for application performance monitoring Full story Dell Technologies (NYSE: DELL) is expanding its long-standing strategic relationship with Red Hat to offer new solutions that simplify deploying and managing on-premises, containerized infrastructure in multicloud environments.

Dell Technologies and Red Hat Expand Strategic Collaboration to Accelerate DevOps in Multicloud Environments

Companies to Jointly Demonstrate Their Combined Technology at Groceryshop 2022 FOSTER CITY, Calif. and ROUND ROCK, Texas , Sept.

Dell Establishes Partnership with Deep North

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Dell Technologies, Inc. (NYSE:DELL ) Goldman Sachs Communacopia + Technology Conference September 12, 2022 6:45 PM ET Company Participants Anthony Whitten - Co-COO Conference Call Participants Roderick Hall - Goldman Sachs Group Chris Hanaway - Allspring Global Investments Roderick Hall All right. I think we're going to get going here.

Dell Technologies, Inc. (DELL) Goldman Sachs Communacopia + Technology Conference Call Transcript

ROUND ROCK, Texas , Sept. 12, 2022 /PRNewswire/ -- News summary Salesforce uses multicloud approach with Dell Technologies to power rapid business growth Salesforce expands use of Dell infrastructure throughout its global data centers to provide reliable and consistent IT experience Dell Latitude PCs to connect Salesforce employees in an increasingly distributed work environment Full story Salesforce signed a significant multi-year agreement with Dell Technologies to create a centralized infrastructure to support global growth across more than 60 data centers, 230 countries and hundreds of thousands of customers.

Salesforce Selects Dell Technologies to Fuel Global Expansion

Affluence Corporation

OAK BROOK, IL / ACCESSWIRE / September 8, 2022 / Affluence Corporation (OTC PINK:AFFU) a leader in Smart City Software and Internet of Things (IoT) technology announced today that OneMind Technology and its Hypervisor product will be on display at the Intersec Saudi Arabia Conference to be held in Riyadh from September 13th to 15th. "I am pleased to announce that next week September 13th through the 15th we're in RICEC Riydah for Intersec Saudi Arabia invited as a technology partner by Dell Technologies (NYSE: DELL)," said Stephane Eyme, CEO of OneMind Technologies.

Affluence Corporation's OneMind Technology Subsidiary on Display at Intersec Conference

Dell Technologies Inc. (NYSE:DELL ) Citi 2022 Global Technology Conference September 7, 2022 10:30 AM ET Company Participants Michael Dell - Chairman and Chief Executive Officer Conference Call Participants Jim Suva - Citigroup Jim Suva Thank you so much for joining us here at the Citigroup Global Technology Conference here live in New York City, New York. This keynote session is featuring Dell Technologies, stock ticker DELL.

Dell Technologies Inc. (DELL) CEO Michael Dell Presents at Citi 2022 Global Technology Conference (Transcript)

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PC shipments are likely to decline further in Q3 due to persistent supply-chain bottlenecks, logistic delays, inflationary pressure and geopolitical challenges.

Will the Worldwide Shipments of PC Further Decline in Q3?

Dell Technologies, Inc. (NYSE:DELL ) Deutsche Bank 2022 Technology Conference August 30, 2022 4:30 PM ET Company Participants Yvonne McGill - CFO, SVP of Infrastructure Solutions Group and SVP of Global Financial Planning & Analysis Conference Call Participants Sidney Ho - Deutsche Bank Sidney Ho Okay. Well, good afternoon, everyone.

Dell Technologies, Inc. (DELL) Presents at Deutsche Bank 2022 Technology Conference - (Transcript)

Dell's stock is experiencing another pullback, after a rough first half of the year, due to underwhelming forward guidance. Sales have grown at a 5.9% CAGR over the last decade.

Dell: Looking At Recent Q2 Results And The Longer-Term Outlook

SAN FRANCISCO , Aug. 30, 2022 /PRNewswire/ -- VMware EXPLORE News summary Dell VxRail boosts application and networking performance with industry-first jointly engineered HCI solution support for Data Processing Units (DPUs) while new models expand VMware edge capabilities with smallest-ever systems Dell APEX adds managed VMware Tanzu Kubernetes Grid services to help improve developer productivity, and new compute-only options support more workloads and offer greater efficiency when scaling infrastructure at the edge Dell Validated Designs for AI adds AutoML, helping make it easier and faster for organizations to create and deploy AI-powered applications with automated machine learning Full story Dell Technologies (NYSE: DELL) is introducing new infrastructure solutions, co-engineered with VMware, that deliver greater automation and performance for organizations embracing multicloud and edge strategies. "Customers tell us they want help simplifying their multicloud and edge strategies as they look to drive more efficiency and performance from their IT," said Jeff Boudreau, president, Dell Technologies Infrastructure Solutions Group.

Dell Technologies Delivers Industry-First Innovations with VMware to Power Multicloud and Edge Solutions

NVIDIA

VMware

At the VMware Explore conference, Dell and Nvidia announced the launch of a new data center solution that integrates Dell PowerEdge servers and the new VMware vSphere 8 virtualization platform, alongside Nvidia GPUs.

Dell, Nvidia and VMware partner to boost data center speed

Dell provides weak fiscal third-quarter guidance due to ISG demand environment as well as demand weakness in both Consumer and Commercial businesses.

DELL Exits Russia, Shares Decline on Dismal Q3 Outlook

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Many of the researchers and engineers working for Dell Technologies Inc. in Russia have already been offered new jobs, the industry ministry said, after media reports that the company was making a full exit from the Russian market.

Russia shrugs off jobs impact after reports of Dell exiting the country

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Are Dell, HP, and Micron stocks cheap enough to buy now?

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Dell Technologies Inc. shares headed toward their second-worst day since returning to Wall Street on Friday after the personal-computer maker's executives changed their tune on the industry.

Dell sees PC sales decline worse than estimates, stock heads for second worst day since return to Wall Street

Dell Technologies Inc (NYSE: DELL) shares are trading lower by 10.10% to $43.06 Friday morning after the company reported worse-than-expected second-quarter sales results. What Happened?

Here's Why Dell Technologies Shares Are Nosediving

Dell's stock trades at a relatively cheap valuation, and despite weakness in the hardware segment, the enterprise business remains intact.

Dell Stock Retreats On Weaker Sales, Falls Into Value Terrirtory

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As Wall Street fixates on what Federal Reserve Chairman Jerome Powell's Jackson Hole speech means for interest rates, Main Street continues to wrestle with a spending crunch.

Consumer Gloom Spreads to Electronics as Powell Steps Up to Speak

Dell Inc. (NASDAQ:DELL) cut its full-year outlook and warned it is seeing growing signs of customers becoming more cautious amid a sluggish economy and soaring inflation. Shares of the tech giant tumbled 8% in after-market trading on Thursday after it reported quarterly results, joining rivals in forecasting a slowdown.

Dell lowers guidance as it warns about more cautious customer behaviour

Dell Technologies Inc. (NYSE:DELL ) Q2 2023 Earnings Conference Call August 25, 2022 5:30 PM ET Company Participants Rob Williams - Head, Investor Relations Jeff Clarke - Vice Chairman and Co-Chief Operating Officer Chuck Whitten - Co-Chief Operating Officer Tom Sweet - Chief Financial Officer Tyler Johnson - Senior Vice President and Treasurer Conference Call Participants Toni Sacconaghi - Bernstein Erik Woodring - Morgan Stanley Simon Leopold - Raymond James Shannon Cross - Credit Suisse Rod Hall - Goldman Sachs Jim Suva - Citi Aaron Rakers - Wells Fargo Wamsi Mohan - Bank of America Amit Daryanani - Evercore Sidney Ho - Deutsche Bank Steven Fox - Fox Advisors Samik Chatterjee - JPMorgan Operator Please stand by. Good afternoon.

News for Dell Technologies Stock (DELL)