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.

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Earnings data Q4 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.

Dell reports robust Q3 earnings, eyes AI and storage growth

Dell Technologies delivered a strong Q3 performance with revenue growth, improved EPS, and strong cash flow, underpinned by AI server momentum and product innovation.
While facing challenges in consumer demand and financial services, Dell's resilient supply chain and sustained server growth position it well for future opportunities.
With a focus on AI, storage, and server segments, Dell is poised for continued growth in fiscal year 2026, leveraging market trends and technological advancements.

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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's Strategic Review Of VMware Stake Suggests Something May Have Changed

A spinoff of VMware may make the most sense for Dell, VMware and their shareholders with Dell struggled as a public company.

Dell and VMware's strained marriage may finally be coming an end, and shareholders are cheering

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Dell Exploring Options For Its VMware Stake Will Unlock Significant Value

When Dell bought EMC in 2016 for $67 billion it was one of the biggest acquisitions in tech history, and it brought with it a boatload of debt. Since then Dell has been working on ways to mitigate that debt by selling off various pieces of the corporate empire and going public again, but one […]

Dell’s debt hangover from $67B EMC deal could put VMware stock in play

Dell Technologies (DELL) news for Wednesday includes talk that the company is considering spinning off its share of VMWare (VMW).
The post Dell Technologies News: DELL Stock Surges 8% on VMWare Spinoff Talk appeared first on InvestorPlace.

Dell Technologies News: DELL Stock Surges 8% on VMWare Spinoff Talk

VMware stock gained Wednesday amid reports that Dell may spin off its stake in the enterprise software maker. A tax-free spinoff would have to wait until September 2021, analysts said.

VMware Stock Rises On Report Dell May Spin Off Its Stake

If, as the Wall Street Journal reported exclusively on Tuesday, Dell Technologies Inc.

Dell Could Finally Unlock Billions of Value from VMware

Shares of Dell Technologies (NYSE: DELL) are up around 15% in premarket trading after a report emerged that the tech giant is considering what to do with its position in VMware (NYSE: VMW). Fundamental analysis: Dell considering its options Dell Technologies is said to be considering its options relating to its stake in a cloud-software company VMware.

Dell stock price surges 15% on report of plans for strategic shakeup with VMware

The shares of Dell Technologies Inc. (NYSE: DELL) and VMware Inc. (NYSE: VMW) jumped in the pre-market session on Wednesday.

Dell Shares Jump As Report Says Company Considering Options For Its 81% Stake In VMWare

Dell Technologies Inc is considering spinning off its roughly $50 billion stake in cloud computing software maker VMware Inc , the Wall Street Journal reported on Tuesday.

Dell considering spinning off VMware stake: WSJ

Shares of Dell Technologies Inc. and VWware Inc. VMW, +0.83% rallied in the extended session Tuesday following a report that Dell was considering options for its considerable stake in VMware.

Dell, VMware stocks surge on report of plans for strategic shakeup

Dell owns about 81% of VMware. In 2018 one option was for VMware to buy Dell, but Dell ended up going public instead.

Shares of Dell, VMware spike on report that Dell is considering options for its $50 billion stake in the company

Dell Technologies Inc. (DELL) Management presents at Special Call Hosted by Morgan Stanley (Transcript)

A new G7 laptop, two gaming desktops and a couple of 27-inch gaming monitors have entered our lives.

Dell drops a handful of gaming gear

Dell Technologies: Value At A Reasonable Price

ROUND ROCK, Texas, June 17, 2020 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces a virtual fireside chat hosted by Katy Huberty from Morgan Stanley on Tuesday, June 23, 2020 at 9:00 a.m. CT / 10:00 a.m. ET. Dell Technologies' vice chairman and chief operating officer Jeff Clarke...

Dell Technologies Announces Investor Call Hosted by Morgan Stanley

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Server vendors are witnessing robust demand from cloud services and data-center providing companies, which have somewhat offset the overall negative impact of the coronavirus crisis.

Coronavirus-Led Demand for Cloud Services Aids Server Vendors

ROUND ROCK, Texas, June 11, 2020 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces a virtual fireside chat hosted by Toni Sacconaghi from Bernstein on Tuesday, June 16, 2020 at 10:00 a.m. CT / 11:00 a.m. ET. Dell Technologies' chief financial officer Tom Sweet and corporate...

Dell Technologies Announces Investor Call Hosted by Bernstein

ROUND ROCK, Texas, June 8, 2020 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces a fireside chat hosted by Amit Daryanani from Evercore ISI on Thursday, June 11, 2020 at 10:00 a.m. CT / 11:00 a.m. ET. Mr. Daryanani and Tom Burns, senior vice president and general manager of Dell...

Dell Technologies Announces Investor Call Hosted by Evercore ISI

Dell: A Surprise Winner In The COVID-19 Era

Dell Technologies: Valuation Remains Attractive, But Secular Risks Bear Watching

DELL vs. NOW: Which Stock Is the Better Value Option?

As of late, it has definitely been a great time to be an investor in Dell Technologies.

Dell Technologies' Shares March Higher, Can It Continue?

VMware Inc. (NYSE: VMW) has acquired cybersecurity startup Lastline, the latter announced Thursday.

News for Dell Technologies Stock (DELL)