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

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Earnings data Q4 2023

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

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Earnings announcements that we had previewed for Tuesday evening and Wednesday morning all topped bottom-line expectations, and just one (Heico) missed on the top line.

Earnings Previews: Dell, Gap, HP, Marvell

Trading volumes for DELL indicate that traders have been buying calls and selling puts in anticipation of a positive earnings report.

Dell (DELL) Option Traders Betting on Earnings Beat

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Dell Technologies' (DELL) second-quarter fiscal 2022 results are expected to reflect slowing PC market trend and supply chain issues on server market.

What's in Store for Dell Technologies (DELL) in Q2 Earnings?

The numbers should tell investors something about PC demand, component shortages, and shipping costs. Analysts are upbeat ahead of the results.

HP and Dell Report Earnings Thursday. Here's What to Expect From the PC Makers.

The shares of Dell Technologies Inc (NYSE: DELL) have received a $110 price target from Evercore. These are the details.

Dell Technologies Shares: $110 Target From Evercore

All the bullishness about the July quarter earnings report, due out next week, was lifting the company's stock.

Dell Should Beat Estimates on Stronger IT Spending, Analysts Say

ROUND ROCK, Texas, Aug. 12, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, August 26, 2021, at 4:30 p.m. CDT to discuss its fiscal 2022 second quarter financial results.

Dell Technologies to Hold Conference Call August 26 to Discuss Second Quarter Fiscal 2022 Financial Results

After years battling Silicon Valley skeptics and Wall Street adversaries, Michael Dell has pulled off the deal of the century, borrowing and flipping his way to a $50 billion fortune.

Deal Of The Century: How Michael Dell Turned His Declining PC Business Into A $40 Billion Windfall

PC maker Dell Technologies Inc said it has stopped shipping some versions of its powerful gaming systems to California and five other states because the products do not meet new energy efficiency standards.

Dell stops some U.S. gaming PC shipments over new efficiency rules

ROUND ROCK, Texas , July 22, 2021 /PRNewswire/ --  News summary GE selects Dell Technologies APEX to align IT operations with its business strategy Dell Technologies delivers IT as-a-Service with the APEX portfolio, helping GE to consume and scale IT as needed to drive increased automation and savings This service will help GE drive simplification and consistency across its IT infrastructure Full story Dell Technologies (NYSE: DELL) and GE (NYSE: GE) are extending their relationship to assist the high-tech industrial company in managing its IT infrastructure through an as-a-Service model, enabling GE to more easily scale its IT infrastructure across 170 countries. Serving as a catalyst for innovation for more than 125 years, GE is committed to using its leading technology and global reach to deliver solutions that make the world work more efficiently, reliably and safely.

GE Taps Dell Technologies to Simplify its Global IT Operations

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

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ROUND ROCK, Texas, July 2, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Tuesday, July 13, 2021 at 3:00 p.m. CT / 4:00 p.m.

Dell Technologies to Hold Investor Conference Call July 13 to Discuss its ESG Strategy

Vodafone Group

Dell Technologies Inc (NYSE: DELL) and Vodafone Group PLC (NASDAQ: VOD) will build Europe's first commercial Open Radio Access Network (O-RAN) network. Vodafone has designated Dell to provide the network's open infrastructure foundation to drive connectivity across Europe.

Vodafone, Dell Collaborate For Europe's Commercial Open RAN Network Debut

ROUND ROCK, Texas, June 30, 2021 /PRNewswire/ --                                                     News summary Vodafone selects Dell Technologies to provide edge compute infrastructure for its Open RAN network, starting in the United Kingdom Dell's global supply chain and open infrastructure to drive Vodafone innovation and offer greater access to businesses and communities across Europe Full story Dell Technologies (NYSE: DELL) and Vodafone will build Europe's first commercial Open Radio Access Network (O-RAN) network, bringing more broadband access to European businesses and communities. Vodafone has selected Dell Technologies to provide the network's open infrastructure foundation to help Vodafone drive connectivity across Europe.

Vodafone Selects Dell Technologies to Help Build First Commercial Open RAN Network in Europe

Dell is launching an intelligent 4K webcam that the company says is the best in its class. Let us pray that's true because we need the help.

Dell launches a $200 smart webcam with 4K image quality

Dell open-sourced Omnia, a software package that aims to simplify the management of compute workloads across different hardware.

Dell releases open source suite Omnia to manage AI, analytics workloads

ROUND ROCK, Texas, June 28, 2021 /PRNewswire/ -- News summary Dell Technologies-developed open source Omnia software speeds and simplifies AI and compute-intensive workload deployment and management HPC on demand services now offer pay-as-you-go resources for hybrid clouds with VMware infrastructure  Dell EMC PowerEdge servers add NVIDIA accelerator options for advanced computing Full story Dell Technologies (NYSE: DELL) is introducing new solutions to help customers better manage the convergence of high performance computing (HPC), artificial intelligence (AI) and data analytics. To help organizations tackle data-intensive workloads such as genome sequencing to product development simulations, Dell is also expanding HPC on demand services and Dell EMC PowerEdge server accelerator support.

Dell Technologies Drives Convergence of High Performance Computing, AI and Data Analytics with Omnia Open Source Software

Grid modernization and technology will play key roles in accelerating the energy transition, the chief technology officer for energy of Dell Technologies said on Wednesday.

Grid modernization, technology will help accelerate energy transition - Dell

DISH Network

DISH Network's (DISH) latest strategic infrastructure agreement with Dell Technologies bodes well for the development of the company's cloud-native O-RAN compliant 5G network.

DISH Network (DISH) Selects Dell for 5G Network Infrastructure

ROUND ROCK, Texas and LITTLETON, Colo., June 17, 2021 /PRNewswire/ --                                                      News summary DISH selects Dell to provide RAN and edge compute infrastructure for its cloud-native, open 5G network DISH and Dell to collaborate on go-to-market strategies for joint edge solutions that deliver innovation and value for enterprise, government and wholesale customers Dell Technologies APEX gives DISH more choice and flexibility in how it acquires infrastructure technology Full story Dell Technologies (NYSE: DELL) and DISH Network Corporation (NASDAQ: DISH) have formed a strategic infrastructure agreement to support DISH's launch of the United States' first cloud-native, Open RAN-based 5G network.

DISH and Dell Technologies Will Build the Nation's First Open RAN 5G Edge Infrastructure

DISH Network Corp (NASDAQ: DISH) will collaborate with Dell Technologies Inc (NYSE: DELL) for critical parts of the new 5G network building in the U.S., Reuters reports. Dell will provide DISH with computer servers positioned at the cell tower bottom or nearby to crunch data to minimize centralization delays.

Dish, Dell To Collaborate Over US 5G Network Building: Reuters

Dish Network will tap Dell Technologies Inc for key parts of the new 5G network it is building in the United States, the companies said on Thursday.

News for Dell Technologies Stock (DELL)