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

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Earnings data Q4 2022

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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.

Bear of the Day: Dell Technologies (DELL)

Massive panels were a major theme at CES, the annual Las Vegas trade show that took place last week. Most notably, a new 43-inch monitor from Dell intended for traders.

Dell just put out a mammoth 43-inch monitor for traders — and we tried it for a week

Helmerich & Payne

Lenovo Group Ltd

The PC market has strong prospects with major players including Lenovo, Dell and HP set to launch next-generation devices in 2020.

CES 2020 Sees Launch of Innovative PCs: Stocks to Watch

Dell (DELL) introduces innovative PCs, software and displays to strengthen portfolio and gain competitive edge.

Dell (DELL) Expands Offerings With New Products & Software

Advanced Micro Devices

Huami

Intel

QUALCOMM

Sony

Dozens of publicly traded companies will be showing off their latest technologies at the massive CES 2020 trade show next week. A positive showing at the conference could lift their stocks.

These Tech Stocks Could Get A Lift From CES 2020 News

Dell (DELL) announces new feature for iPhone users to boost laptop sales and strengthen competitive position.

Dell to Let Users Mirror iPhone's Screen on Their Laptops

SecureWorks Corp.

SecureWorks (SCWX) is the subject of M&A news on Monday following talk that Dell (DELL) wants to buy out the rest of the company.
The post M&A News: SecureWorks Stock Soars 16% on Possible Dell Deal appeared first on InvestorPlace.

M&A News: SecureWorks Stock Soars 16% on Possible Dell Deal

Apple

Alphabet

Microsoft

Tesla

A new lawsuit accuses several of the world’s largest technology firms of knowingly profiting from children laboring under brutal conditions in African cobalt mines.

Lawsuit claims Apple, Microsoft have profited from child miners

Check Point Software Technologies

F5 Networks

TE Connectivity PLC

"I think our governing theme is trying to find high-quality names at reasonable valuations. That's generally easier to do in hardware," Bernstein analyst Toni Sacconaghi says.

These are the best tech stocks to own, according to top analyst Toni Sacconaghi

ABIOMED

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Foot Locker

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Rollins

2019 has been one of the best years for stocks in recent memory. Heading into 2020, here are 10 stocks to buy that are struggling to finish well.

10 Stocks to Buy That Lost 8%-Plus in the Past Month

Tesla and Dell have also been accused of having “specific knowledge” the cobalt used in their products' batteries came from mines in which children were paralyzed or died. Five tech giants—Apple, Google, Dell, Microsoft, and Tesla—have been accused of aiding and abetting the death of children being used in cobalt mines in the Democratic Republic of the Congo (DRC), reports the Guardian.

Apple, Google, and Microsoft accused of aiding and abetting the death of children in cobalt mines

Despite a chip shortage and a share-price slide, the computer and hardware vendor is coming off a good fiscal third quarter.

3 Reasons Investors Should Be Bullish About Dell

Dell Continues To Be 50% Undervalued Despite Cycle Pressures

Xerox

Personal computer and printer maker HP delivered better-than-expected sales and earnings for its fiscal fourth quarter while rival Dell Technologies disappointed with its quarterly report.
The post HP Earnings Show It Doesn't Need Xerox; Dell Slides On Sales Miss appeared first on Investor's Business Daily.

HP Earnings Show It Doesn't Need Xerox; Dell Slides On Sales Miss

Dell Technologies' (DELL) third-quarter fiscal 2020 results reflect double-digit growth in commercial desktops and workstations.

Dell Technologies (DELL) Q3 Earnings Beat, Revenues Up Y/Y

Dell Technologies Inc. (DELL) Q3 2020 Results - Earnings Call Transcript

Dell Technologies Inc  cut its full-year revenue forecast on Tuesday as its PC business grapples with a shortage of chips from Intel Corp , sending its shares down nearly 5% in extended trading.

Dell cuts full-year revenue forecast on PC chip shortage

Dell Technologies (DELL) delivered earnings and revenue surprises of 12.90% and -0.24%, respectively, for the quarter ended October 2019. Do the numbers hold clues to what lies ahead for the stock?

Dell Technologies (DELL) Tops Q3 Earnings Estimates

Dell: Deleveraging To Unlock Significant Value

Dell (DELL) explores the sale of RSA Security business to pay off debt and minimize losses in the near term.

Dell Technologies Mulls Over RSA Cybersecurity Unit Sale

Best Buy

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Autodesk

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The third-quarter earnings reporting season has wound down, but a few more major companies still will be sharing their results in the coming weeks.

Best Buy, Deere, Dell, HP, Palo Alto Networks and More Major Earnings Coming This Week

Dell (DELL) introduces solutions to drive HPC and AI innovation.

Dell Introduces Solutions to Expand HPC and AI Portfolio

It's also aiming for women to make up 40% of people managers by 2030.

Dell wants half its workforce to be female within a decade

"I'm a big believer in the entrepreneurial spirit that helped create lots of great businesses around the world," the Dell founder and CEO says.

Billionaire Michael Dell, who started in a dorm room, says capitalism is the 'best thing going'

Dell Computers combated a declining PC market by acquiring companies with the intent of creating a large service and software-oriented business.

News for Dell Technologies Stock (DELL)