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 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.

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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When screening the market for bargains, investors may want to consider the following stocks since their share prices are trading below or around the intrinsic value calculated by GuruFocus' free cash flow-based discounted cash flow calculator.

4 Stocks Trading Below the DCF Value

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

Micron Technology

Helmerich & Payne

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

Why Dell, HP, and Micron Stocks Tanked Today

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.

Dell Technologies Inc. (DELL) Q2 2023 Earnings Call Transcript

Dell Technologies (DELL) delivered earnings and revenue surprises of 3.07% and 0.27%, respectively, for the quarter ended July 2022. Do the numbers hold clues to what lies ahead for the stock?

Dell Technologies (DELL) Q2 Earnings Top Estimates

The personal computer and enterprise hardware maker posted solid numbers for its July quarter. But Dell cuts its full-year sales forecast.

Dell Says Customers Are Showing Signs of Caution

Dell Technologies Inc. had largely avoided the effects of the end of a boom in personal-computer sales, until Thursday.

Dell stock sinks as the end of the PC boom finally lands on its top line

Computer hardware giant Dell Technologies late Thursday delivered mixed results for its fiscal second quarter. Dell stock fell in extended trading.

Dell Stock Drops After Computer Maker Posts Mixed Second-Quarter Results

Dell Technologies Inc posted its slowest revenue growth in six quarters on Thursday as a surge in the dollar and COVID-19 flare-ups in major market China offset a jump in its enterprise-focused business.

Dell revenue growth slows on strong dollar, China lockdowns

News summary Record second quarter revenue of $26.4 billion, up 9%, driven by continued growth across client and infrastructure business units Operating income up 25% at $1.3 billion, and non-GAAP operating income up 4% at $2 billion Diluted earnings per share of $0.68 and non-GAAP diluted earnings per share of $1.68 ROUND ROCK, Texas , Aug. 25, 2022 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2023 second quarter. Revenue was a second quarter record of $26.4 billion, up 9%, driven by growth across Client Solutions Group (CSG) and Infrastructure Solutions Group (ISG).

Dell Technologies Announces Second Quarter Fiscal 2023 Financial Results

Friday's dose of bad news in the UK will from energy watchdog Ofgem, which will confirm the size of the rise in maximum household energy bills coming in October. The annual price cap is predicted to top £3,500, up from the £1,971 cap that was brought in at the last seasonal review in April and £1,277 in October last year.

News for Dell Technologies Stock (DELL)