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.

Dell (DELL) expects to witness revenue CAGR of 3-4% and earnings CAGR of more than 6% through fiscal 2026. The company launches a share buyback plan of $5 billion.

DELL Offers Long-Term Outlook, Launches Share Buyback Program

Twitter

Salesforce

QuantumScape

Twitter, Salesforce, Dell and Quantumscape were our top stock trades for Friday. That said, let's look at how the charts are setting up now.

4 Top Stock Trades for Friday: TWTR, CRM, DELL, QS

Dell Technologies Inc (NYSE: DELL) announced long-term guidance, a share repurchase program and quarterly dividend plans for the first quarter of fiscal 2023 during Thursday's online Securities Analyst Meeting. Dell announced compounded annual revenue growth guidance of 3%-4% and compounded annual growth in non-GAAP EPS of 6%-plus through FY26.

Dell Rolls Out Share Buyback Of Up To $5B, Annual Dividend Up To $1B

Dell Technologies Inc. DELL, +0.57% offered a series of long-term guidance figures ahead of an analyst-day event Thursday. At the event, Dell plans to announce that it expects compound annual revenue growth of 3% to 4% through fiscal 2026, as well as compound annual growth in non-GAAP diluted earnings per share of at least 6% in the same span, according to a release.

Dell announces $5 billion share-buyback program

ROUND ROCK, Texas, Sept. 23, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will announce long-term guidance, a share repurchase program and outline its plans to begin paying quarterly dividends in its fiscal 2023 first quarter during its Securities Analyst Meeting taking place online today at 9:00 a.m.

Dell Technologies to Announce Long-Term Guidance, Share Repurchase Program and Dividend Intention at Securities Analyst Meeting Today

ROUND ROCK, Texas, Sept. 20, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will hold a securities analyst meeting on Thursday, September 23, 2021 at 9:00 a.m.

Dell Technologies to Hold Securities Analyst Meeting on September 23

AMC Entertainment

Alibaba

Coinbase

Cisco Systems

Microsoft

It was a volatile week for the major benchmarks, keeping with September's historically rocky market trends.

September Trading Rocked By More Seasonal Volatility

Dell Technologies Inc. (DELL) Presents at Citi 2021 Global Technology Virtual Conference (Transcript)

Dell Technologies Inc (NYSE: DELL) has rallied about 35% in the stock market this year, making up for a good opportunity to take profit. But Goldman Sachs' Rod Hall says it's a good idea to hold it a bit longer.

Goldman Sachs' Rod Hall: Dell shares could climb by 40%

Dell Technologies Inc   (NYSE:DELL) is up 3.7% at $98.75 this afternoon, after Goldman Sachs added the stock to its "Conviction Buy" list.

Options Bulls Blast Dell Stock on Goldman Sachs Buzz

Goldman Sachs analyst Rod Hall added Dell Technologies Inc (NYSE:DELL) to the firm's Americas Conviction List and reiterated a Buy with a $137 price target, implying a 43.8% upside.  The analyst believes "strong" cash flow generation and a "clear road map" for a debt paydown continue to argue for a multiple on standalone Dell closer to comps.

Here's Why Goldman Sachs Sees 44% Upside In Dell

ROUND ROCK, Texas, Sept. 9, 2021 /PRNewswire/ -- News summary Study shows organizations are managing more than 10 times the amount of data than they did five years ago Eighty-two percent of IT decision makers are concerned their existing data protection solutions won't meet all future business challenges Sixty-two percent fear their existing data protection measures may not be sufficient to cope with cyber threats, while 74% agree they have increased exposure to data loss with the growth of employees working from home Dell EMC PowerProtect Data Manager with Transparent Snapshots uniquely offer organizations a simpler, faster way to protect VMware virtual machines at scale without compromising performance Dell EMC PowerProtect appliances with Smart Scale can deliver cost savings and simplified management for large data environments Dell Technologies Managed Services for Cyber Recovery Solution helps reduce risk of data loss with Dell experts operating cyber recovery vault processes and supporting data recovery efforts Full story The Dell Technologies (NYSE:DELL) 2021 Global Data Protection Index (GDPI) findings reveal organizations are facing several data protection challenges driven by the constant threat of ransomware and the consumption of emerging technologies such as cloud-native applications, Kubernetes containers and artificial intelligence.

Majority of Organizations Uncertain They Can Recover from a Ransomware Attack, Says New Dell Technologies Report

ROUND ROCK, Texas, Sept. 9, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Dell Technologies' chief financial officer, Tom Sweet, will present at Citi's 2021 Global Technology Conference in a virtual fireside chat on Wednesday, September 15, 2021 at 11:10 a.m.

Dell Technologies to present at Citi's 2021 Global Technology Virtual Conference

Apple

Alphabet

Lenovo Group Ltd

The pandemic has given a boost to PC sales, helping players like Alphabet (GOOGL), Apple, (AAPL), Lenovo (LNVGY) and Dell Technologies (DELL).

Remote Working Continues to Drive PC Sales: 4 Stocks to Watch

It doesn't have MacOS, of course, but Dell built an excellent, budget-friendly 16-inch laptop for creators (and gaming) you should really consider.

Dell Inspiron 16 Plus review: A MacBook Pro alternative for much less

Pfizer

Zoom Video

Vaccine updates, the Federal Reserve's annual Jackson Hole symposium, and news out of Afghanistan made for an eventful week on Wall Street.

Benchmarks Log Strong Week Amid News Deluge

Dell Technologies' (DELL) second-quarter fiscal 2022 results reflect solid demand for its notebooks and premium brands.

DELL Q2 Earnings Beat, Revenues Up on Solid Commercial Demand

Gap Inc

Peloton

Workday

The markets were up across the board midday Friday, approaching the end of a wild week that saw some big market swings.

Friday Afternoon Analyst Upgrades and Downgrades: Dell, Gap, Peloton, Workday and More

Delta Air Lines

Western Digital

Wells Fargo

Q.ai runs daily factor models to get the most up-to-date reading on stocks and ETFs. Today, our deep-learning algorithms have identified Salesforce.com among others.

Salesforce.com Among Today's Trending Stocks As Investors Remain Cautiously Bullish On The Market

Dell Technologies Inc (NYSE:DELL) stock is down 4.6% to trade at $96.81 this morning, despite a strong quarterly report.

Dell Stock Brushes Off Earnings Beat

Dell Technologies Inc. (DELL) Management on Q2 2022 Results - Earnings Call Transcript

Shares of Dell Technologies (NYSE:DELL) fell 0.6% in after-market trading after the company reported Q2 results. Quarterly Results Earnings per share rose 16.67% over the past year to $2.24, which beat the estimate of $2.03.

Recap: Dell Technologies Q2 Earnings

Dell Technologies Inc beat market estimates for second-quarter revenue on Thursday as the shift to hybrid work kept demand strong for its laptops, desktops and cloud services.

Dell beats revenue estimates as remote work fuels demand

PC shipments in the U.S. increased in the second quarter, although at a pace markedly slower than in the first quarter. PC Demand Holds Up: Shipments of PCs, including desktops, notebooks, tablets and workstations climbed 17% year-over-year in the second quarter, a new report from Canalys showed.

PC Market Q2 Scorecard: What Companies Are The Top 5 In The US?

ROUND ROCK, Texas, Aug. 26, 2021 /PRNewswire/ -- News summary Best second quarter in Dell Technologies' history, driven by strong execution and demand across the IT ecosystem Record second quarter revenue of $26.1 billion, up 15% Record second quarter operating income of $1.4 billion, up 21%, and record second quarter non-GAAP operating income of $2.8 billion, up 7% Full story Dell Technologies (NYSE: DELL) announces record financial results for its fiscal 2022 second quarter. Revenue was up 15% to $26.1 billion.

News for Dell Technologies Stock (DELL)