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.

Besides Wall Street's top -and-bottom-line estimates for Dell Technologies (DELL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended October 2024.

Countdown to Dell Technologies (DELL) Q3 Earnings: Wall Street Forecasts for Key Metrics

Dell has agreed to pay $2.3 million to settle claims that it violated the False Claims Act. Dell and reseller Iron Bow overcharged the US Army for computers over four years, the DOJ said.

Dell pays $2.3 million to settle claims that it overcharged the US Army for computers

ROUND ROCK, Texas , Nov. 20, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Arthur Lewis, president of Infrastructure Solutions Group, will present in a fireside chat at the following conference: UBS Global Technology and AI Conference – Scottsdale, AZ Tuesday, Dec. 3, 2024 2:15 p.m. MT / 4:15 p.m.

Dell Technologies to Present at Investor Conference in December

Dell's stock has surged 433% over five years, despite flat revenue, halved FCF, and a 28% drop in EPS. Dell's P/E ratio expanded by 50% to 24, and its P/FCF ratio rose from 8 to 28.6, driven by AI exposure. Strong demand for AI-optimized servers has doubled customer demand, creating a significant backlog securing future sales.

Dell: 85% P/E Expansion With Margin Compression Makes The Stock Risky

In the latest trading session, Dell Technologies (DELL) closed at $135.90, marking a -0.08% move from the previous day.

Dell Technologies (DELL) Stock Sinks As Market Gains: Here's Why

Dell Technologies and Iron Bow Technologies have agreed to pay more than $2 million each to resolve allegations by the U.S. government they overcharged the Army on a computing contract, the Justice Department said on Tuesday.

Dell, Iron Bow settle charges they overcharged the Army, DOJ says

Dell AI Factory additions improve AI performance in multicloud environments and simplify development of custom AI solutions using Microsoft tools ROUND ROCK, Texas , Nov. 19, 2024 /PRNewswire/ -- News summary Dell APEX File Storage for Microsoft Azure is designed to deliver superior AI workload performance, scalability and data services with new Dell-managed option for simplified management and deployment Dell services tailored for Microsoft environments help customers speed AI innovation and improve productivity Dell APEX Protection Services for Microsoft Azure offers AI-powered, Dell-managed enterprise-class data protection and cyber resilience with improved resource usage using advanced data reduction capabilities Dell advisory and managed services help Dell and Microsoft customers fortify their cybersecurity approach Full story Dell Technologies (NYSE: DELL) introduces AI innovations that help Dell and Microsoft customers simplify AI adoption, speed deployment and power demanding workloads in multicloud environments. Data protection, cyber resiliency and security advancements help joint customers strengthen their cybersecurity posture.

Dell Technologies Accelerates AI Innovation and Strengthens Cybersecurity Strategies for Microsoft Customers

Dell Technologies Inc. DELL has captured investor attention with a Golden Cross — a bullish technical signal where its 50-day moving average ($124.16) climbs above the 200-day moving average ($121.11).

Dell Hits A Golden Cross: Can It Power Through Earnings Week?

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.

Dell Technologies (DELL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

We're upgrading Dell Technologies to a buy. We think Dell has positioned itself to gain more share in the AI accelerator market with healthier AI GPU supply, new Nvidia Blackwell and potential capacity gain from SMCI's struggle. We think continued hyperscaler capex spend on AI infrastructure and more demand from Tier 2 service providers should boost Server & Networking sales next year.

Upgrading Dell To Buy - One Guy's Loss Is Another's Gain

New AI infrastructure, solutions and services improve performance and accelerate time to value for AI projects, while helping organizations better manage data and improve efficiency ATLANTA , Nov. 18, 2024 /PRNewswire/ -- SC24  News Summary AI infrastructure additions, including new liquid and air-cooled Dell PowerEdge XE servers and Dell Data Lakehouse enhancements, efficiently deliver advanced compute at scale and simplify data access for AI Supporting the NVIDIA GB200 Grace Blackwell NVL4 Superchip will be a new Dell PowerEdge XE server designed for the Dell IR7000, supporting up to 144 GPUs in a 50OU standard rack New solutions accelerate the development and deployment of AI applications Dell Professional Services for sustainability, data management and networking help organizations more quickly reach AI goals by reducing complexity Full story Dell Technologies (NYSE: DELL) continues to make enterprise AI adoption easier with the Dell AI Factory, expanding the world's broadest AI solutions portfolio.1 Powerful new infrastructure, solutions and services accelerate, simplify and streamline AI workloads and data management. "Getting AI up and running across a company can be a real challenge," said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies.

Dell Technologies Boosts AI for Enterprises with Dell AI Factory Advancements

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Dell Technologies' accelerating AI push and cheap valuation are attractive for growth-oriented investors.

DELL Declines 8% in 6 Months: Should You Buy the Shares on the Dip?

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Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term

Shares of this AI server leader have room to run.

Why Dell Shares Are a Screaming Buy in November

ROUND ROCK, Texas , Nov. 13, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Tuesday, Nov. 26, 2024, at 3:30 p.m. CST to discuss its fiscal 2025 third quarter financial results.

Dell Technologies to Hold Conference Call Nov. 26 to Discuss Third Quarter Fiscal 2025 Financial Results

In the most recent trading session, Dell Technologies (DELL) closed at $136.47, indicating a -1.47% shift from the previous trading day.

Dell Technologies (DELL) Registers a Bigger Fall Than the Market: Important Facts to Note

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Nvidia is reportedly moving Blackwell orders away from Supermicro as problems at the IT infrastructure designer mount.

Nvidia's Alleged Blow to Supermicro Could Be a Big Win for This Other Artificial Intelligence (AI) Company

Morgan Stanley on Monday raised its price target on Dell stock as it forecast potential market share gains from rival Super Micro Computer. The post Dell's AI Server Momentum Strong As It Aims To Swipe Super Micro Market Share appeared first on Investor's Business Daily.

Dell's AI Server Momentum Strong As It Aims To Swipe Super Micro Market Share

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US equity benchmarks rose on Monday, building on gains from last week's post-election rally as major averages hit record highs.  Last week's rally saw S&P 500 and the Dow Jones Industrial Average experiencing their best weeks in nearly a year.

Dow, S&P 500 hit record highs as post-election rally boosts Tesla, Dell; Bitcoin surges past $84,000

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This AI hardware leader may be just getting started.

Is Dell Technologies Stock a Buy Now?

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The New York State Teachers' Retirement System initiated stakes in Palantir and Dell, and trimmed investments in Walmart and T-Mobile US in the third quarter.

News for Dell Technologies Stock (DELL)