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.

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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.

ROUND ROCK, Texas , Nov. 7, 2022 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Monday, Nov. 21, 2022, at 3:30 p.m. CST to discuss its fiscal 2023 third quarter financial results.

Dell Technologies to Hold Conference Call November 21 to Discuss Third Quarter Fiscal 2023 Financial Results

The Australian Competition and Consumer Commission said on Friday it had instituted Federal Court proceedings against Dell Australia, a unit of Dell Technologies Inc , for allegedly making misleading representations about add-on monitor costs.

Australian competition watchdog start proceedings against Dell's local unit

PC shipments fell by 19.5% YoY. Dell Technologies saw a strong first half of the year but sees negative growth in the second half and flat revenue growth for FY23.

Dell Technologies: Economic Headwinds Make It A Tricky Investment

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Dell Technologies Inc (NYSE: DELL) is an American technology company best known for its hardware products.

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BDT & Company Holdings LLC and MSD Partners LP said they would combine in a merger of two billionaire-controlled investment firms. The name of the combined firm had not yet been determined.

Byron Trott's BDT merging with Michael Dell's MSD in billionaire tie-up

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Last quarter's tepid deliveries of new PCs suggest a sales slowdown is already well underway.

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by Sudhir Srinivasan, senior vice president of multicloud and data solutions, Dell Technologies ROUND ROCK, Texas , Oct. 12, 2022 /PRNewswire/ -- Continued data growth and global, distributed IT challenge many IT organizations considering data center modernization. On top of that, they're contending with data silos, unpredictable spend, skills gaps and decreased developer velocity.

Dell Technologies Delivers New Innovations for Hybrid Cloud Environments with Microsoft

Dell expands end-to-end edge portfolio, empowering customers with simpler, more secure edge deployments and global support News summary  Dell's Project Frontier will deliver an edge operations software platform to securely scale edge applications and infrastructure while supporting choice of software, IoT, operational and multicloud technologies Dell expands ISV partner ecosystem to simplify the deployment of software and applications at the manufacturing edge Dell PowerEdge XR4000, Dell's shortest depth rugged server, withstands harsh edge conditions and fits in tight spaces Dell Latitude 7230 Rugged Extreme Tablet offers enhanced performance and powerful connectivity for manufacturers, first responders and retailers at the edge DELL TECHNOLOGIES SUMMIT, ROUND ROCK, Texas , Oct. 12, 2022 /PRNewswire/ -- Full story  Dell Technologies (NYSE:DELL) introduces Project Frontier, which will deliver an edge operations software platform, integrated with Dell's edge portfolio, for customers to more securely manage and orchestrate edge applications and infrastructure for deployments at global scale. The complexities of edge operations—in locations from manufacturing floors and retail stores to remote wind turbines—are growing as more organizations want to manage and secure data at the source but have limited IT support to do it.

Dell Technologies Transforms the Edge with Project Frontier Software Platform

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Tepid consumer demand for PCs, high inventory levels, and geopolitical challenges induce the steepest personal computer shipment decline in years in the third quarter, according to Gartner.

PC Shipments Decline in Q3 on Lower Demand, Macroeconomic Woes

Shipments of personal computers continued to decline for the third quarter, according to data from IDC. Apple was the only manufacturer to see shipments rise.

HP, Lenovo and Dell see PC shipments continue to decline in Q3, while Apple bucks the trend

Dell's second quarter earnings report was weak. The company reported solid results but cut guidance, reflecting a declining demand environment. The business's PC segment is experiencing a major slowdown. Although Dell is well positioned in the segment, customers are reducing their orders. The business is still growing market share.

Dell Technologies: Near-Term Headwinds And Long-Term Opportunity

Despite what has undoubtedly been a very challenging macroeconomic environment, Dell has managed to deliver a strong performance YTD. In Q2, Dell recorded revenues of $26.4 billion, an increase of 9% year over year; and operating income of $1.3 billion, an increase of 25% respectively.

Dell: The Tech Industry's Hidden Gem

Dell Technologies (DELL) is riding on an expanding partner base despite facing a challenging demand environment.

DELL Rides on Strong Partner Base Amid Growing Challenges

Zero Trust Center of Excellence, and new cybersecurity offerings and services help deliver greater resilience for modern security ROUND ROCK, Texas , Oct. 4, 2022 /PRNewswire/ --  News summary Zero Trust Center of Excellence provides a cybersecurity blueprint for customers to test their environments on a U.S. Department of Defense-approved architecture before broad deployment New Dell cybersecurity services, endpoint and cyber protection solutions help customers build cyber resilience Dell aims to simplify Zero Trust cybersecurity adoption by streamlining integration across IT environments Full story Dell Technologies (NYSE:DELL) will open a Zero Trust Center of Excellence in collaboration with CyberPoint International and the Maryland Innovation Security Institute (MISI) in Spring 2023 at DreamPort, the U.S. Cyber Command's premier cybersecurity innovation facility. Dell also unveils new cybersecurity services that allow organizations to assess their Zero Trust and cyber resilience maturity, endpoint security solutions to support hybrid work, and ransomware protection for object storage data.

Dell Technologies Delivers Zero Trust, Cybersecurity Solutions to Protect Multicloud and Edge Environments

ROUND ROCK, Texas and TOKYO , Sept. 29, 2022 /PRNewswire/ -- Dell Technologies (NYSE:DELL) and Fujitsu are working together to make it easier for communications service providers (CSPs) to accelerate the adoption and simplify the deployment of open radio access network (Open RAN) solutions globally.

Dell Technologies and Fujitsu Collaborate to Accelerate Open RAN Global Adoption

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.

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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.

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