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 Q4 2022

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Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

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.

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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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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 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.

Dell Technologies Strengthens Cyber Resiliency with Multicloud Data Protection and Security Innovations

Dell Technologies Inc has reached a $1 billion settlement of a lawsuit accusing it of short-changing some investors in an approximately $24 billion transaction where it returned to being a publicly traded company.

Dell reaches $1 billion lawsuit settlement

Dell Technologies Inc. DELL, +0.24% said Wednesday it agreed to pay $1 billion to settle a lawsuit against the company in Delaware Court of Chancery stemming from its December, 2018 transaction involving its Class V stock. "The plaintiffs generally alleged that the director defendants and the stockholder defendants breached their fiduciary duties under Delaware law to the former holders of the Class V common stock in connection with the Class V transaction by offering a transaction value that was allegedly billions of dollars below fair value," according to a filing.

Dell Technologies to pay $1 billion settlement in suit stemming from 2018 Class V stock deal

Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Dell Technologies (DELL) Q3 Earnings Expected to Decline

ROUND ROCK, Texas , Nov. 14, 2022 /PRNewswire/ -- News summary Dell PowerEdge server portfolio additions accelerate high performance computing and artificial intelligence outcomes Dell APEX High Performance Computing helps organizations run resource-intensive HPC workloads through an as-a-Service experience Dell Quantum Computing Solution integrates hybrid quantum computing into existing classical computational ecosystems Dell Validated Design for HPC – Risk Assessment analyzes large datasets, helping financial institutions speed matching of credit offers to risk levels Full story Dell Technologies (NYSE:DELL) expands its high performance computing (HPC) portfolio, offering powerful solutions to help organizations quickly innovate with confidence. With a range of new offers, Dell delivers technologies and services to help customers power demanding applications while making HPC capabilities more accessible to businesses.

Dell Technologies Advances High Performance Computing and AI with Dell PowerEdge Servers and Dell APEX Innovation

Not all tech stocks are unprofitable and overvalued - take a look at Dell. Dell Technologies is a deep-value stock in the tech sector.

Deep Value In Tech: Buy Dell Ahead Of Earnings

Dell Technologies (DELL) stock has been choppily descending on the charts, down 29.6% year-to-date.

Dell Technologies Stock Could Keep Disappointing

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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).

News for Dell Technologies Stock (DELL)