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 Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q4 2023

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Earnings data Q3 2024

Earnings data Q4 2024

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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.

Dell Technologies (DELL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why the Earnings Surprise Streak Could Continue for Dell Technologies (DELL)

Saia, Inc. (SAIA) CEO Richard O'Dell on Q3 2019 Results - Earnings Call Transcript

Appian

MILANO, Italia, Oct.  29, 2019  (GLOBE NEWSWIRE) -- Appian (NASDAQ: APPN) annuncia oggi che Naturgy, un fornitore spagnolo leader del settore energia e con attività in 30 paesi nel mondo, ha scelto la  piattaforma di sviluppo low-code  di Appian per il suo progetto Origen. Guidato dal dipartimento per l'innovazione di Naturgy, il progetto mira a digitalizzare le operazioni di gestione dell'innovazione per accelerare il processo di trasformazione dell'azienda e rispondere più rapidamente alle nuove sfide del settore.

Naturgy, gruppo internazionale nel settore energia, reinventa la gestione dell'innovazione con Appian

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5 Technology Stocks Set to Beat Estimates in Q3 Earnings

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There are several good reasons that two consecutive quarters of improved personal computer purchases could become three, and then four, or more.

Solid PC Sales in Q3 Bolsters Bullish Case for HP, Dell

Dell Technologies (DELL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Dell Technologies (DELL) Upgraded to Buy: What Does It Mean for the Stock?

Hewlett Packard

Here's a look at the performance of the leading server vendors in second-quarter 2019 per IDC report.

Server Market's Q2 in the Doldrums: Dell, HPE & More in View

CFO of Dell Technologies Inc (30-Year Financial, Insider Trades) Thomas W Sweet (insider trades) sold 100,000 shares of DELL on 09/03/2019 at an average price of $51.32 a share.

Dell Technologies Inc (DELL) CFO Thomas W Sweet Sold $5.1 million of Shares

The company put up good numbers, but it's all about the trade war.

Why Dell Technologies Fell 10.8% in August

The tech company's share price got a big boost last week, as it beat both earnings and sales expectations for the quarter.

3 Numbers From Dell's Latest Earnings That Should Excite Investors

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Microsoft, Dell and Samsung double down on foldable devices, whether people want them or not

The earnings beat was great, and the guidance was even better.

Why Dell Stock Popped 10% Today

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Despite a lackluster session for the major benchmarks, these stocks managed to post nice gains on encouraging news.

Why Ambarella, MSG Networks, and Dell Technologies Jumped Today

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Dell Technologies Inc (NYSE: DELL) shares jumped Friday after the company reported better-than-expected second-quarter earnings and revenue numbers.

Analyst: Dell Stock Is 'A Nice House In A Tough Neighborhood'

Dell Technologies' (DELL) second-quarter fiscal 2020 results benefit from double-digit growth in commercial notebooks, desktops and workstations.

Dell Technologies (DELL) Q2 Earnings & Revenues Increase Y/Y

When Dell Technologies Inc. (NYSE: DELL) released its most recent earnings report after the markets closed on Thursday, the tech giant said that it had $2.15 in earnings per share (EPS) and $23.45 billion in revenue.

How Dell Crushed Its Q2 Earnings

Dell Technologies Inc. (DELL) Q2 2020 Results - Earnings Call Transcript

Dell Technologies (DELL) delivered earnings and revenue surprises of 47.26% and 1.12%, respectively, for the quarter ended July 2019. Do the numbers hold clues to what lies ahead for the stock?

Dell Technologies (DELL) Q2 Earnings and Revenues Surpass Estimates

Dell Technologies Inc (NYSE: DELL) shares were trading higher Thursday after the company reported a second-quarter earnings beat.

Dell Technologies Shares Soar On Big Q2 Earnings Beat

Dell Technologies Inc  marginally beat Wall Street estimates for revenue on Thursday, boosted by higher sales of its personal computers and cloud services.

Dell beats revenue estimates

Dell Technology Inc. DELL, +3.25% shares jumped 6.5% in the extended session Thursday after the IT powerhouse reported second-quarter results that beat Wall Street estimates.

News for Dell Technologies Stock (DELL)