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.

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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.

VMware

Dell announced a $9.7 billion deal to spin off its stake in VMware to create two standalone companie. The deal is expected to close in Q4.

Dell finally spins off VMware stake in $9.7B deal

After months-long negotiations, Dell Technologies announced Wednesday it plans to spin off its 81% ownership stake in VMWare.

Dell Technologies to spin off its ownership stake in VMWare

Dell stock popped in after-hours trading on Wednesday on news that it'll reap a big special cash dividend from the spinoff of VMware. Shares in VMware slipped a fraction.

Dell Stock Pops As VMware Spinoff Yields Big Tax-Free Special Cash Dividend

CEO Michael Dell said he expects the deal to help grow both companies and "unlock significant value for stakeholders."

Dell Stock Jumps on Plan to Spin Out Majority VMware Stake to Shareholders

The move should help Dell pay down debt it has accumuluated through its 2016 acquisition of EMC.

Dell jumps as it unveils VMware stock spinoff plan

Dell Technologies Inc. DELL shares rallied in the extended session Wednesday after the computer maker said it was finally spinning off its majority stake of VMware Inc. VMW. Dell shares surged 9% after hours, following a 0.2% rise in the regular session to close at $92.70.

Dell to finally spin off VMware stake

Dell announced this afternoon that it's spinning out VMware, a move that has been suspected for some time. Dell, which acquired VMware as part of the massive $67 billion EMC acquisition in 2015, owns approximately 80% of the stock and the company is expected to receive between $9.3 and $9.7 billion when the deal closes […]

Dell is spinning out VMware in a deal expected to generate over $9B for the company

Dell Technologies Inc said on Wednesday it would spin off its 81% stake in cloud computing software maker VMware, creating two standalone public companies. "By spinning off VMware, we expect to drive additional growth opportunities for Dell Technologies as well as VMware, and unlock significant value for stakeholders," said Michael Dell, chairman of the VMware's board, in a press release. "Both companies will remain important partners, with a differentiated advantage in how we bring solutions to customers."

Dell is spinning VMware out of its IT empire in a deal worth up to $9.7 billion (DELL)

ROUND ROCK, Texas, April 14, 2021 /PRNewswire/ -- Dell Technologies to spin-off its 81% equity ownership of VMware, forming two standalone public companies Under terms of the planned spin-off, VMware will distribute a special cash dividend of $11.5 - $12 billion to all VMware shareholders, including Dell Technologies The companies will strengthen their mutually beneficial strategic relationship and continue to co-engineer solutions for customers through a commercial agreement Transaction drives additional growth opportunities for Dell Technologies and unlocks significant value for stakeholders Dell Technologies (NYSE:DELL) announces the planned spin-off of its 81% equity ownership interest in VMware (NYSE:VMW). The transaction will result in two standalone companies positioned for growth in the data era.

Dell Technologies Announces Planned VMware Spin-Off.

Apple

Gartner

Lenovo Group Ltd

Worldwide PC shipments see fastest year-over-year growth in more than two decades as pandemic-induced work-and-learn-from-home fuels demand for PCs.

PC Shipments Record Fastest Y/Y Growth in 2 Decades: Gartner

Dell Technologies Inc. (DELL) Investor Call on Dell Client Solutions Group Hosted by Morgan Stanley Call (Transcript)

PC sales, which have been on a decline for the past few years, have been rising during the pandemic, helping companies like Apple (AAPL), Sony (SONY) and Lenovo Group (LNVGY).

4 Stocks to Watch as Remote Working Drives PC Sales

ROUND ROCK, Texas, April 8, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces an investor call focused on the Client Solutions Group (CSG) to be held Tuesday, April 13, 2021 at 2:00 p.m. CT / 3:00 p.m.

Dell Technologies Announces Investor Call on Client Solutions Group

Brookfield Asset Management

Sherwin-Williams

The S&P 500 stocks saw their aggregate trailing 12-month real revenue per share rise at a compound annual growth rate of approximately 2% over the past five years. The share price of the benchmark index for the U.S. stock market traded at $4,019.87 at close on Thursday, up by more than 95% over the past five years through April 1.

A Trio of Stocks Growing Revenue Per Share Past

Alphabet

Micron Technology

Lower-quality meme stocks get lots of headlines, but high-quality tech stocks will do better over the long run.

Ignore the Short Squeezes: These Tech Stocks Are Better Buys

NCR Corporation

NetApp

Seagate Technology Holdings PLC

Hardware stocks, such as Dell, NetApp, and Seagate, have been one of the hottest corners of the technology market in recent months. An analyst says the rally could continue.

Hardware Stocks Have Outperformed the Market. Why That Should Continue.

ROUND ROCK, Texas, March 17, 2021 /PRNewswire/ -- News summary Dell Technologies refreshes Dell EMC PowerEdge portfolio with 17 next-generation servers, enabling companies to analyze and take action on data wherever it resides New Dell EMC PowerEdge XE8545 and R750xa deliver accelerator-optimized performance to help businesses tackle their most data-intensive workloads From manufacturing to end of life, enhanced security and cyber-resilient innovations protect servers through their full lifecycle Energy efficiency improved by up to 60% compared to previous server generation1 As-a-Service options offer consumption flexibility to consume and as-a-Service payment options for compute solutions Full story Dell Technologies (NYSE:DELL) ushers in the next generation of computing with its most powerful and secure Dell EMC PowerEdge server portfolio. With the new servers, Dell Technologies is charting the path toward autonomous infrastructure to offer greater IT efficiency, embrace AI and address the demands of IT at the edge.

Dell Technologies Powers AI and Edge Computing with Next Generation PowerEdge Servers

Back in October 2020, we noted that computing and storage solutions major Dell Technologies stock was a better pick compared to consumer tech titan Apple. (see our update below) Now, five months hence, the trade has played out pretty well, with Dell stock up by almost 25% since our recommendation.

Apple Vs. Dell Technologies Stock: Hope You Made Money

ROUND ROCK, Texas, March 9, 2021 /PRNewswire/ -- News Summary: World's first client computing software with hybrid cloud management enabling seamless access to work applications and data, whether they are delivered from the public cloud, private cloud or on the device Ready out-of-the-box...

Dell Hybrid Client Delivers Increased Flexibility To Employees and IT

Adobe

Intel

Oracle

Last week saw some massive selling of momentum stocks that have been red-hot over the past year.

Portfolio Managers Rotate to Old-School Tech Stocks: 5 to Buy Now

Dell Technologies Inc. (DELL) Presents at 2021 Morgan Stanley Technology, Media and Telecom Conference (Transcript)

Dell Technologies has shown significant resilience in an environment of lower hardware sales. Demand for the company's commercial and consumer notebooks, as well as gaming PCs remained vibrant.

Dell: Strong Performance In A Challenging Environment For Hardware

Dell Technologies Inc. (NYSE: DELL) reported its financial results for the fiscal fourth quarter on Thursday that topped analysts' estimates for profit and sales, despite the ongoing COVID-19 crisis that continues to wreak havoc on global businesses. The Coronavirus pandemic has so far infected more than 29 million people in the United States and caused […] The post Dell Technologies' revenue climbs by 9% in the fiscal fourth quarter appeared first on Invezz.

Dell Technologies' revenue climbs by 9% in the fiscal fourth quarter

Dell Technologies Inc. (DELL) Management on Q4 2021 Results - Earnings Call Transcript

Shares of Dell Technologies Inc. rose more than 3% in the extended session Thursday after the tech company reported fourth-quarter profit and sales that were better than Wall Street expected. Dell said it earned $1.3 billion, or $1.57 a share, in the quarter, compared with $416 million, or 54 cents a share, in the year-ago quarter.

News for Dell Technologies Stock (DELL)