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

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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 , April 27, 2022 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces a Financial Analyst Q&A session to be held on Wednesday, May 4, 2022 at 12:30 p.m. CT / 1:30 p.m.

Dell Technologies to Hold Financial Analyst Q&A at Dell Technologies World 2022

The models incorporate Intel's top (but still unannounced) 55-watt mobile H-series vPro CPU and debut Dell's ultrathin DDR5 mount design.

Dell Puts Cutting-Edge Intel CPU, CAMM Memory in Precision Laptops

A major divergence is brewing within the PC market, even if it's not readily apparent just yet.

Q1 Could Be Tough for HP and Lenovo, but Not So Much for Dell

ROUND ROCK, Texas , April 21, 2022 /PRNewswire/ --                                                     News summary Dell Validated Design for Retail Edge helps retailers simplify edge infrastructure and launch new applications to deliver better customer experiences Dell Technologies Customer Solution Centers Innovation Labs help customers collaborate on custom proof-of-concept solutions for fast and simple edge deployments Enterprise SONiC Distribution by Dell Technologies 4.0, an open-sourced-based network operating system, extends across data centers to the edge for better management and visibility Full story Dell Technologies (NYSE: DELL) announces the expansion of its edge solutions to help retailers quickly generate more value and deliver enhanced customer experiences from data generated in retail locations. From grocery merchandising and curbside pickup to frictionless checkout and loss prevention, retailers have embraced edge technologies to keep pace with industry demands and create better customer experiences.

Dell Technologies Expands Edge Innovations for Retailers

VICTORIA, British Columbia--(BUSINESS WIRE)--Vecima Networks recognized by Dell'Oro Group as market share leader in two growing DAA segments.

Dell'Oro Group Recognizes Vecima Networks as 2021 Market Share Leader in Two Growing DAA Segments

Dell Technologies is a leader in computer hardware and infrastructure solutions. The company recently spun off VMWare, the leading virtual systems solution and saw their earnings per share pop by 114% year over year.

Dell: Innovating, Growing And Undervalued

Dell Technologies Inc. (NYSE:DELL) is a stock to watch in the computer hardware industry. Last week, it emerged that Dell's peer in the industry, HP Inc., was added to Berkshire Hathaway's portfolio.

Dell Technologies is a great value investment candidate. The price target is $60

Ohio Supercomputer Center working with industry partners to launch additional HPC resource in Fall 2022 COLUMBUS, Ohio , April 12, 2022 /PRNewswire/ -- The Ohio Supercomputer Center (OSC) will launch Ascend, a new Dell Technologies (NYSE:DELL) high performance computing cluster with advanced NVIDIA graphics processing units (GPUs) to support artificial intelligence (AI), machine learning, big data and data analytics work in Fall 2022. The name Ascend evokes the state of Ohio's long history of advancements in the aviation and aeronautics fields.

Advanced Dell Technologies Supercomputer with NVIDIA GPUs to Help Ohio Academia, Industry Ascend to New Heights

Worldwide sales of personal computers slid further in the first quarter, dragged by a sharp drop in sales of Chromebooks, a research company said late Monday.

Global sales of personal computers drop more than 7% in Q1: Gartner

Apple

Personal computer shipments in the first quarter of this year declined by 5.1%, compared to the first quarter of last year.

Apple, Dell Get Boost in PC Market Share, HP Fades

Lenovo Group Ltd

Despite the ongoing supply chain and logistical issues along with several pandemic-related and geopolitical challenges, PC vendors shipped more than 80 million units for the seventh consecutive quarter, per IDC.

Vendors Ship More Than 80M PCs in Q1 Despite Supply-Chain Woes

Where Will Dell Stock Be In 5 Years?

Seagate Technology Holdings PLC

Investors could be turning their attention to computer hardware stocks.

4 Top Computer Hardware Stocks To Watch Right Now

Dell (DELL) stock is getting a boost on Thursday as investors react to recent news concerning an investment in HP (HPQ) stock. The post Why Is Dell (DELL) Stock in Focus Today?

Why Is Dell (DELL) Stock in Focus Today?

Equinix

Equinix is partnering with Dell Technologies, using its vast data center and bare metal backbone as a foundation for several as-a-service offerings.

Equinix and Dell expand partnership for hyperconverged data center offerings

The shares of Dell Technologies Inc. (NYSE:DELL) are down 3% to trade at $47.20 at last check, likely due to some  broader market headwinds.

How Dell Stock Gets The Job Done for Passive Investors

The Dell (NYSE: DELL) stock price has been in a major sell-off in the past few weeks as investors worry about the pc industry. The shares are trading at $48.80, which is close to its lowest level since September 2021.

Dell stock price forecast: Is this an irrational sell-off?

Another analyst is taking a more cautious view of the market for personal-computers, prompting a downgrade of Dell Technologies Inc.'s stock.

The Ratings Game: Dell stock downgraded as Goldman Sachs joins the chorus with PC-market concerns

Advanced Micro Devices

The COVID-19 pandemic instigated a boom in personal-computer sales, and supply-chain issues pushed prices up, but analysts see softening sales and a normalizing supply/demand environment in 2022, which slammed a few stocks Thursday.

The Ratings Game: Fears about end of pandemic PC boom lead to downgrades for AMD, HP and Dell, and all their stocks are falling

Updates to the world's most intelligent 1  and secure commercial PCs with built-in AI solidify Dell as the anywhere device ROUND ROCK, Texas , March 31, 2022 /PRNewswire/ -- Story Highlights Expansion of AI-powered software suite drives greater collaboration, privacy and connectivity New sustainable materials across more products and packaging designed to help reduce environmental impact Updates across portfolio pushes new standards – introducing industry's most powerful 14-inch mobile workstation;2 world's smallest 14-inch 16:10 business PC;3 and world's first docking station with a wireless charging stand for Qi-enabled smartphones and earbuds4 Team members have a new set of expectations when it comes to work. Technology that does what it was intended to do is now table stakes and building a strong employee experience is paramount.

DELL TECHNOLOGIES ELEVATES THE HYBRID WORK EXPERIENCE

New sustainable materials across more products and packaging designed to help reduce environmental impact ROUND ROCK, Texas , March 31, 2022 /PRNewswire/ -- Story Highlights Latitude 5000 series features the world's most innovative use of sustainable materials Ocean-bound plastics incorporated into products and accessories Bio-based rubber from castor beans increases use of renewable materials New packaging is made from 100% recycled or renewable materials and is 100% recyclable Ahead of Earth Day, Dell Technologies is launching new products and sustainable materials to help address the growing issues of waste and resource constraints. These new products and materials build on Dell's recent reveal of Concept Luna – an ambitious prototype that explores revolutionary design ideas to reduce resource use and keep even more circular materials in the economy.

NEW LATITUDE 5000 SERIES ARE DELL'S MOST SUSTAINABLE LAPTOPS YET*

Novo Nordisk

These stocks also make for promising long-term growth investments.

Got $5,000? These 2 Dividend Stocks Are Bargain Buys

This tech company just initiated a 2.7% dividend after a bumper 2021.

Meet the Market's Newest High Dividend Stock

Dell Technologies, Inc. (DELL) Presents at Raymond James Institutional Investors Broker Conference Call - (Transcript)

Morgan Stanley

Dell Technologies Inc. (DELL) Co-CEO Chuck Whitten Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

News for Dell Technologies Stock (DELL)