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 Q3 2023

Earnings data Q4 2023

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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.

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Dell Technologies (DELL) jumps on the bandwagon of tech biggies who either dissolve their already-issued projections or caution against earnings misses.

Dell Technologies (DELL) Scraps Fiscal 2021 View, Shares Fall

Dell Technologies Inc. DELL, +8.13% on Thursday said it is withdrawing its financial guidance for fiscal 2021 because of the coronavirus pandemic.

Dell withdraws fiscal 2021 financial guidance due to coronavirus

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Dell was responding to a video from CBS News, which showed a slew spring breakers who brushed off concerns of COVID-19 and traveled to Florida despite health officials urging people to stay home.

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Dell’s 2015 decision to buy EMC for $67 billion remains the largest pure tech deal in history, but a transaction of such magnitude created a mountain of debt for the Texas-based company and its primary backer, Silver Lake. Dell would eventually take on close to $50 billion in debt.

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Dell Technologies' (DELL) fourth-quarter fiscal 2020 results reflect a weak performance at Infrastructure Solutions Group.

Dell Technologies (DELL) Q4 Earnings & Revenues Rise Q/Q

Dell Technologies, Inc. (DELL) on Q4 2020 Results - Earnings Call Transcript

Dell Technologies (DELL) delivered earnings and revenue surprises of 0.00% and 0.28%, respectively, for the quarter ended January 2020. Do the numbers hold clues to what lies ahead for the stock?

Dell Technologies (DELL) Matches Q4 Earnings Estimates

Dell (DELL) earnings for the tech company's fourth quarter of 2019 have DELL stock unmoving after markets closed Thursday. 
The post Dell Earnings: DELL Stock Dips on Mixed Q4 Results appeared first on InvestorPlace.

Dell Earnings: DELL Stock Dips on Mixed Q4 Results

Dell Technologies Inc. DELL, -5.16% shares declined in the extended session Thursday after the tech company's earnings were in-line with Street expectations.

Dell stock declines after in-line earnings

Dell Technologies' (DELL) fourth-quarter fiscal 2020 results are expected to reflect the PC market share gain and the growing HPC clientele despite the overall softness in server market.

What's in Store for Dell Technologies' (DELL) Q4 Earnings?

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Dell Technologies announced today that it was selling legacy security firm, RSA for $2.075 billion to a consortium of investors led by Symphony Technology Group.

Dell sells RSA to consortium led by Symphony Technology Group for over $2B

An investor group announced Tuesday morning a deal to buy Dell Technologies Inc.'s  RSA cybersecurity business for $2.08 billion in cash.

Dell's deal to sell RSA to investor group is confirmed

Dell Technologies Inc  said on Tuesday it would sell its cybersecurity unit RSA for $2.08 billion to a consortium led by Symphony Technology Group, Ontario Teachers' Pension Plan Board and AlpInvest Partners.

Dell to sell cybersecurity unit for $2.08 billion

Dell Technologies Inc.  is close to a deal to sell its RSA cybersecurity business for more than $2 billion to private equity firm STG Partners LLC, according to a report in The Wall Street Journal.

Dell close to deal to sell RSA for $2 billion--WSJ

Dell Technologies Inc.’s (NYSE: DELL) deal with a private equity firm to sell its cybersecurity subsidiary is almost final and could be announced as soon as Tuesday, the Wall Street Journal learned.

Dell Is Expected To Announce RSA Security Business Sale On Tuesday

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News for Dell Technologies Stock (DELL)