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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ROUND ROCK, Texas, Nov. 11, 2020 /PRNewswire/ -- News summary Dell Technologies expands its PowerProtect portfolio to deliver data protection solutions designed to fit any IT strategy New Dell EMC PowerProtect DP series appliances offer significant performance and efficiency improvements...

Dell Technologies Data Protection and Cyber Security Innovations Help Businesses Safeguard Critical Applications

ROUND ROCK, Texas, Nov. 2, 2020 /PRNewswire/ -- News Summary One of the world's largest retailers selects Dell Technologies to bring together its public and private clouds Improves Woolworths' ability to manage inventory and support operations for nearly 3,000 retail stores Woolworths,...

Woolworths Selects Dell Technologies Cloud to Deploy Hybrid Cloud Strategy

In this article you are going to find out whether hedge funds think Dell Technologies Inc. (NYSE:DELL) is a good investment right now. We like to check what the smart money thinks first before doing extensive research on a given stock. Although there have been several high profile failed hedge fund picks, the consensus picks among hedge fund investors have historically outperformed the market after adjusting for known risk attributes. It's not surprising given that hedge funds have access to better information and more resources to predict the winners in the stock market.

Was The Smart Money Right About Embracing Dell Technologies Inc. (DELL)?

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All the segments the company is working in are expected to deliver growth in the foreseeable future. With the current valuations and expected acceleration in its financial position, Dell represents an attractive investment opportunity.

Dell: The Growth Is Coming

ROUND ROCK, Texas, Oct. 21, 2020 /PRNewswire/ -- News summary Dell Technologies delivers PC and IT infrastructure innovation across edge, core data centers and public clouds while shifting 90% of its global team to work remotely The company modernizes its infrastructure portfolio with...

Ten Ways Dell Technologies' Innovation Engine is Modernizing IT

ROUND ROCK, Texas, Oct. 21, 2020 /PRNewswire/ -- News summary Project APEX simplifies how Dell Technologies customers can consume IT as-a-Service Dell Technologies Cloud Console gives customers a single self-service interface to manage every aspect of their cloud and as-a-Service journey...

Dell Technologies Project APEX Accelerates as-a-Service Strategy

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VMware

Dell is keeping VMware and spinning it off to unlock its own value

Selling VMware Would Be Big For Dell Stock

ROUND ROCK, Texas, Oct. 1, 2020 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces an investor call focused on Dell Financial Services (DFS) to be held Wednesday, October 7, 2020 at 2:00 p.m. CT / 3:00 p.m. ET. Bill Wavro, DFS president, Colin Keaney, DFS chief financial officer and...

Dell Technologies Announces Investor Call on Dell Financial Services

ROUND ROCK, Texas, Sept. 29, 2020 /PRNewswire/ -- News summary Dell Technologies Cloud Platform and Dell EMC VxRail now support VMware vSphere with Tanzu and the latest VMware Cloud Foundation, vSphere and vSAN releases, offering an easy path to Kubernetes adoption while delivering...

Dell Technologies Innovations Advance Management, Automation and Protection of VMware Environments

Two months after Dell confirmed it was considering a spinoff, VMware's Pat Gelsinger weighs in on why that move could be beneficial.

VMware CEO Pat Gelsinger says a Dell spinoff could give him freedom to work with more manufacturers

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Dell Technologies Inc. (DELL) Management Presents at Deutsche Bank 2020 Technology Conference (Transcript)

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News for Dell Technologies Stock (DELL)