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

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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.

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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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Shipments of personal computers and laptops totaled 341 million units last year, the highest total in a decade.

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Technology research firm, Gartner, reveals in its latest report that ongoing supply chain constraints and decline in demand for Chromebooks caused a 5% year-over-year decline in Q4 PC shipments.

Weak Demand, Supply Issues Take a Toll on Q4 PC Shipments

Dell Technologies Inc. shares closed at a record high Monday after being dubbed “compellingly inexpensive” by an analyst.

The Ratings Game: Dell rises to record high after analyst calls stock ‘compellingly inexpensive'

Dell Technologies Inc (NYSE:DELL) seems poised for sustainable revenue growth of 2% to 4% and earnings growth of mid-to-high single digits, both of which are higher than Hewlett Packard Enterprise Co (NYSE:HPE) and HP Inc (NYSE:HPQ), which trade similar multiples, according to Bernstein. The Dell Technologies Analyst: Toni Sacconaghi upgraded the rating for Dell Technologies from Market Perform to Outperform while raising the price target from $63 to $72.

Bernstein Upgrades Dell Technologies On Earnings Potential: What's Next?

An analyst at the firm raised his price target on the stock, implying a more than 20% upside from recent prices.

Buy Some Dell Shares, Bernstein Says. Why They Turned Bullish on the PC Maker.

Dell Technologies Inc (NYSE:DELL) is up 1.6% at $58.91 this morning, and earlier notched an all-time high of $59.70, following an upgrade from Bernstein to "outperform" from "market perform.

Dell Stock Hits Record High After Bernstein Upgrade

Dell and Alienware have a clutch of new gaming focused laptops, monitors, and peripherals to show off this year at CES 2022.

Dell and Alienware debut new laptops, monitors, and peripherals

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ROUND ROCK, Texas, Dec. 20, 2021 /PRNewswire/ -- Dell Technologies Inc. (NYSE: DELL) ("Dell Technologies") announces that, in connection with the previously announced cash tender offers (collectively, the "Offers") by Dell Inc., its wholly-owned subsidiary ("Dell"), for up to $2.500 billion aggregate purchase price (excluding accrued and unpaid interest to, but not including, the applicable settlement date and excluding fees and expenses related to the Offers) (the "Maximum Tender Amount") of the debt securities listed in the table below (collectively, the "Securities" and each referred to as a "series" of Securities) from each registered holder of Securities (individually, a "Holder," and collectively, the "Holders"), $1,594,768,000 in aggregate principal amount of the 8.350% Senior Notes due 2046 and $1,089,875,000 in aggregate principal amount of the 8.100% Senior Notes due 2036 was validly tendered and not validly withdrawn at or prior to 5:00 p.m., New York City time, on December 17, 2021 (the "Early Tender Deadline"), in the aggregate amounts as shown in the table below.

Dell Technologies Announces Early Results and Increase of Tender Cap and Maximum Tender Amount for Cash Tender Offers for Certain Outstanding Debt Securities

Evercore ISI analyst Amit Daryanani downgraded  Dell Technologies Inc (NYSE:DELL) to In-Line from Outperform with an unchanged price target of $63, implying a 13.1% upside.  Following the 60% appreciation year-to-date, he sees incremental upside being "more muted" amid a moderating PC market, Daryanani said.

Evercore ISI Downgrades Dell On 'More Muted' Upside

The shares of Dell Technologies Inc (NYSE:DELL) are down 2.6% at $54.27 this morning, following a downgrade from Evercore ISI to "in-line" from "outperform.

Dell Stock's Gains Could Be Muted in New Year, Says Analyst

JPMorgan analyst Samik Chatterjee removed Dell Technologies Inc (NYSE:DELL) from the firm's Analyst Focus List. Chatterjee removed the stock, noting Dell is past an "event-driven catalyst," though he continues to rate shares overweight, citing its exposure to Enterprise IT spending and "superior execution.

JPMorgan Removes Dell From Analyst Focus List: All You Need To Know

Dell Technologies Inc. (DELL) Presents at Barclays 2021 Global TMT Conference (Transcript)

Dell Technologies Inc. (DELL) Management presents at UBS Global TMT Virtual Conference - Transcript

Yet Dell shareholders actually didn't lose any money. Here's how.

Why Dell Technologies Stock Fell 48.7% in November

ROUND ROCK, Texas, Dec. 6, 2021 /PRNewswire/ -- Dell Technologies Inc. (NYSE: DELL) (the "Company" or "Dell Technologies") announces the pricing of the previously announced private offering by two of its wholly-owned subsidiaries, Dell International L.L.C. and EMC Corporation, as co-issuers (the "co-issuers"), of $1,000,000,000 aggregate principal amount of 3.375% Senior Notes due 2041 (the "2041 Notes") and $1,250,000,000 aggregate principal amount of 3.450% Senior Notes due 2051 (the "2051 Notes" and together with the 2041 Notes, the "Notes").

Dell Technologies Announces Pricing of Offering of $2.25 Billion of Senior Notes

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Dell Technologies Inc. (DELL) Presents at Raymond James 2021 Technology Investors Conference (Transcript)

ROUND ROCK, Texas, Dec. 6, 2021 /PRNewswire/ -- Dell Technologies Inc. (NYSE: DELL) (the "Company" or "Dell Technologies") announces the commencement of a private offering of Senior Notes (the "Notes") to be issued by two of its wholly-owned subsidiaries, Dell International L.L.C. and EMC Corporation, as co-issuers (the "co-issuers").

Dell Technologies Announces Offering of Senior Notes

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ROUND ROCK, Texas, Dec. 1, 2021 /PRNewswire/ -- News summary Dell Technologies and AWS bring industry-leading data protection to customers with a public cloud vault, operational air gap and enhanced security Dell EMC PowerProtect Cyber Recovery for AWS offers modern data protection to isolate critical data and help accelerate data recovery New offering is the latest Dell Technologies data protection solution available as a transactable offer in AWS Marketplace Full story Dell Technologies (NYSE:DELL) and Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company, are bringing Dell's cyber recovery vault to the AWS Marketplace with the launch of Dell EMC PowerProtect Cyber Recovery for AWS. Through the AWS Marketplace, customers can easily purchase and deploy an air-gapped cyber vault from Dell, the leading provider of data protection appliances & software globally1, to help securely protect and isolate data away from a ransomware attack.

News for Dell Technologies Stock (DELL)