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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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.

ROUND ROCK, Texas, June 16, 2021 /PRNewswire/ -- Dell Technologies (NYSE:DELL) announces Chuck Whitten as its co-chief operating officer (co-COO), effective August 16, 2021. Whitten joins Vice Chairman and co-COO Jeff Clarke and Chairman and CEO Michael Dell to lead Dell's next phase of growth.

Dell Technologies Hires Chuck Whitten as co-Chief Operating Officer

Back in October 2020, we noted that computing and storage solutions major Dell Technologies stock was a better pick compared to consumer tech behemoth Apple . Now, eight months hence, the trade has played rather well, with Dell stock up by almost 50% since our recommendation, while Apple stock is.

Long Dell Stock, Short Apple: Is There More Upside To This Trade?

Hewlett Packard

Lenovo Group Ltd

Atlassian

Zoom Video

Server vendors are benefiting from increased investments by enterprises in data center infrastructure, modernization of business applications and IT operations.

Server Vendors Gain on Increased IT Infrastructure Investments

Keysight

Vodafone Group

Vodafone Group PLC (NASDAQ: VOD) has collaborated with Dell Technologies Inc (NYSE: DELL), NEC Corporation, Samsung Electronics Co Ltd (OTC: SSNLF), Wind River Systems, Capgemini Engineering, and Keysight Technologies Inc (NYSE: KEYS) to build Europe's first commercial open RAN (radio access network) to reduce Huawei Technologies Co., Ltd, Telefonaktiebolaget L M Ericsson (NASDAQ: ERIC) and Nokia Oyj (NYSE: NOK) 's power concentration, Reuters reports. The partnerships will build on its new Open RAN lab in Newbury, southern England, and its planned digital skills hubs in Malaga, Spain, and Dresden, Germany.

Vodafone Teams With Dell, Samsung, Keysight, Others For Open-RAN Development: Reuters

Mobile and broadband operator Vodafone has selected six partners to build Europe's first commercial open RAN (radio access network), it said on Monday.

Vodafone joins forces with Dell, Samsung, others for Open-RAN development

Ford Motor Company

General Motors

Goldman Sachs

Intel

Nintendo

iShares PHLX Semiconductor ETF

Tesla

Taiwan Semiconductor Manufacturing

If you're interesting in playing the chip shortage, take a look at these semiconductor stocks available on Wall Street to make a splash. The post Finding the Best Semiconductor Stocks Amidst the Chip Shortage appeared first on InvestorPlace.

Finding the Best Semiconductor Stocks Amidst the Chip Shortage

ROUND ROCK, Texas, June 9, 2021 /PRNewswire/ -- News summary  Dell Technologies cloud-native infrastructure foundation solution with Project Metalweaver software will support the deployment and maintenance of open, industry-standard infrastructure at scale With the Dell Technologies telecom innovation lab, network operators can consume ecosystem-wide innovation to transform networks, deliver services and grow revenues Dell Technologies' digital transformation, an industry-leading IT infrastructure and global services expertise allows communications service providers to confidently deploy 5G networks and seize edge opportunities Full story Building on its vast experience helping companies digitally transform, Dell Technologies (NYSE:DELL) is anchoring an open, cloud-native telecom ecosystem—with infrastructure and solutions, industry partners and a new innovation lab—to put communications service providers (CSPs) on the fast track for innovation and revenue growth.   As organizations across all industries look to drive new value with edge technologies, IDC projects that the number of new operational processes deployed on edge infrastructure will grow from less than 20% today to over 90% in 20241.

Dell Technologies Helps Communications Service Providers Transform to Capture Opportunities at the Edge

Apple

With pent up demand from the pandemic, Canalys reports that U.S. PC shipments were up 73% over the same period last year. That added up to a total of 34 million units sold.

U.S. PC shipments soar 73% in the first quarter as Apple falls from top spot

VMware

This article presents pro-forma FY23 financial forecasts for post-spin DELL and VMW as well as commentary on go-forward strategy for each company.

The Easy Money Has Been Made - Forecasts For Post-Spin DELL And VMW

Dell Technologies Inc. (DELL) Presents at Evercore ISI Inaugural TMT Conference (Transcript)

Dell Technologies ( DELL , Financial) has been in the news the past couple of months for its ongoing deal to spin off its 81% stake in VMware ( VMW , Financial). There has been speculation over the VMware spinoff for more than a year as the transaction could not only allow for a significant cash injection into Dell but also help unlock shareholder value.

Dell Technologies Reports Another Earnings Beat

Amkor Technology

Fidelity National Information

Alphabet

Micron Technology

Q.ai runs daily factor models to get the most up-to-date reading on stocks and ETFs. For this week, our deep-learning algorithms have identified Dell and Fidelity among other thematic stocks.

Dell And Fidelity Among This Week's Thematic Stocks

Dell Technologies Inc. (DELL) Michael Dell Presents at Annual Bernstein Strategic Decisions Conference (Transcript)

ROUND ROCK, Texas, June 2, 2021 /PRNewswire/ -- News summary Dell EMC VxRail systems based on latest Dell EMC PowerEdge servers offer faster performance and greater capacity New VxRail dynamic nodes support VMware HCI Mesh, allowing users to independently scale storage and compute for better resource management VxRail dynamic nodes with VMware Cloud Foundation introduce connectivity with Dell EMC PowerStore, PowerMax and Unity XT to support additional data intensive workloads VxRail HCI System Software introduces automated self-installation tools that give customers more deployment control Full story Dell Technologies (NYSE: DELL) announces Dell EMC VxRail hyperconverged infrastructure (HCI) systems with enhanced performance based on recently launched Dell EMC PowerEdge servers. The leader in HCI systems1 also delivers new software advancements and the introduction of dynamic nodes that evolve how customers use VxRail to more effectively use existing resources and support demanding workloads with Dell Technologies storage.

Dell Technologies Reimagines Dell EMC VxRail to Offer Greater Performance and Storage Flexibility

The price action in Dell Technologies Inc (NYSE: DELL) following its first-quarter report makes Dell the PreMarket Prep Stock of the Day. Sound Familiar?

PreMarket Prep Stock Of The Day: Dell Technologies

Dell Technologies has continued to see growth across its Client Solutions segment owing to growing hardware demand.

Dell Technologies: Further Upside Looks Likely

Dell Technologies Inc (NYSE: DELL) and HP Inc (NYSE: HPQ) estimated the ongoing semiconductor chip crisis to affect their laptop supply for 2021, despite beating the analyst consensus for their Q1 and Q2 FY21 results, Reuters reports. Dell CFO Thomas Sweet estimated the rising chip procurement costs to hit their current quarterly operating income by low to mid-single digits and affect their subsequent quarter revenue growth.

Dell, HP Expect Semiconductor Crisis To Constraint 2021 PC Supply: Reuters

Infosys

Logitech

Seagate Technology Holdings PLC

Textron

Wipro Limited Sponsored ADR

We've transitioned from a market anticipating a recovery to one where we're actually recovering. These tech stocks are great choices.

7 A-Rated Tech Stocks to Future-Proof Your Portfolio

Costco

Salesforce

Gap Inc

Here's a quick look at some earnings reports that were released after markets closed on Thursday.

Earnings Hits and Misses: Box, Costco, Dell, Gap, Salesforce

Big Lots

Hibbett Sports

Some of the stocks that may grab investor focus today are: Wall Street expects Big Lots, Inc. (NYSE: BIG) to report quarterly earnings at $1.69 per share on revenue of $1.53 billion before the opening bell. Big Lots shares gained 1.5% to $ $65.50 in after-hours trading.

5 Stocks To Watch For May 28, 2021

Dell Technologies Inc. (DELL) Q1 2022 Results - Earnings Call Transcript

Non-GAAP profits were $2.13 a share, blowing past the Street consensus view of $1.61. On a GAAP basis, the company earned $1.13 a share.

Dell Earnings Blow Past Estimates on Strong PC Sales

ROUND ROCK, Texas, May 27, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Michael Dell, Dell Technologies' chairman and chief executive officer and Yvonne McGill, corporate controller and chief financial officer of Infrastructure Solutions Group will each present at the following virtual conferences in: 2021 Bernstein Strategic Decisions Conference Wednesday, June 2, 2021 1:40 p.m. CT / 2:40 p.m.

Dell Technologies to Present at Investor Conferences the month of June

HP Inc (NYSE: HPQ) and Dell Technologies Inc (NYSE: DELL) made headlines late on Thursday as both companies reported quarterly financial results that topped Wall Street estimates on the back of strong notebook sales amidst the COVID-19 driven work-from-home situation. HP's financial results for the second quarter HP reported $1.2 billion (£840 million) of net […] The post HP and Dell report market-beating quarterly results appeared first on Invezz.

HP and Dell report market-beating quarterly results

Shares of Dell Technologies (NYSE:DELL) rose in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 58.96% year over year to $2.13, which beat the estimate of $1.61.

News for Dell Technologies Stock (DELL)