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.

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Dell Technologies Inc  (NYSE:DELL) stock is up 3.9% to trade at $98.98 at last check, after Barclays upgraded it to "equal weight" from "underweight" and set its price target at $97.

Dell Stock Eyes 4th-Straight Gain After Upgrade

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Dell Technologies is scheduled to report quarterly financial results on Aug. 29.

Should Investors Buy Dell Stock Before Aug. 29?

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Dell Technologies Inc. shares ended last week down almost 50% from their May highs. What should investors make of the stock at current levels?

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Cisco and Dell Are Set to Benefit From AI. Why That Means Job Cuts.

Dell laid off more workers this week, starting a process that some think may be the biggest in its history. Ten sources at the company shared their reactions to the layoffs with Business Insider.

Dell staff say they aren't surprised about layoffs following its AI pivot

In the latest trading session, Dell Technologies (DELL) closed at $92.55, marking a +1.19% move from the previous day.

Dell Technologies (DELL) Beats Stock Market Upswing: What Investors Need to Know

Dell Technologies NYSE: DELL, a household name in the computer industry, has recently found itself in a challenging position. With its stock price in a steep decline, falling nearly 50% from its 52-week high, the company faces a crucial juncture as it prepares to release its following earnings report on August 29.

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SuperMicro stock dropped 20% in one session after a disappointing announcement, part of a broader decline from overbought levels in March. Dell stock has also experienced a considerable pullback, down about 52% from its all-time high, with concerns about profitability and market expectations. Both Dell and SuperMicro are currently trading at cheap valuations, with potential for substantial growth in the future. Dell is seen as the safer investment option.

Dell Vs. SuperMicro: One Is The Better Buy

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Dell is putting AI at the forefront of its growth strategy. AI will make workers' lives easier and more productive, Dell's corporate strategy SVP told BI.

Dell is cutting staff as it pivots to AI. A company exec says it will make jobs easier and more fulfilling.

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Many hardware stocks charged to expensive valuations over the past year as demand for AI products fueled optimism. Recent earnings results aren't necessarily supporting that optimism, and the global IT outage in July prompted a tech sell-off.

Here's Why Dell Stock Dropped 20% Last Month

Despite a 127% jump in stock value over two years, Dell trails behind Nvidia and Super Micro in AI-related gains. The company's AI systems achievement involved lower gross margins in response to "competitive pricing pressures.

Is It Too Late to Buy Dell Stock?

Dell is restructuring its sales division and cutting staff as part of its "modernization." Managers and senior managers were the main targets of layoffs, employees told Business Insider.

Dell lays off some managers and sales staff to get 'leaner' amid a 'modernization'

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Following the industry-wide trend, Dell (NYSE: DELL) is planning to utilize the ongoing artificial intelligence (AI) rally as it shifts its resources from the sales sector towards the new group focused on AI products and services, drawing analysts' interest and potentially shifting its growth outlook in the upcoming period.

Dell stock price prediction as it shifts its focus to AI

AUSTIN, Texas, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Lepide, a leading provider of data security solutions, today announced the launch of version 24.2 of its flagship product, the Lepide Data Security Platform. This latest release introduces robust new platform support for Dell EMC Isilon, significantly enhancing file server auditing and data security capabilities for enterprises leveraging this popular storage solution.

Lepide Extends the Coverage of its Award-Winning Data Security Platform to Dell EMC Isilon

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Is Dell Technologies (DELL) a Buy as Wall Street Analysts Look Optimistic?

Dell Technologies (NYSE: DELL ) has cemented its status as a leading force in the technology sector with its IT hardware, software, and services. However, the past year has proven to be a rollercoaster ride for Dell's stock price.

Hold Up! Why You Should Wait for Dell Stock to Dip Below $100 Before Buying

Dell Technologies Inc. (NYSE:DELL ) Corporate Sustainability Investor Call July 31, 2024 4:00 PM ET Company Participants Hall Butler – Senior Director-Investor Relations Cassandra Garber – Vice President and Head-Corporate Sustainability and ESG Alyson Freeman – Customer Innovation Lead, Corporate Sustainability and ESG Conference Call Participants Hall Butler Hello, everyone, and welcome to our Fifth Annual Investor Call Covering Dell Technologies Corporate Sustainability. I'm Hall Butler, Senior Director of Investor Relations here at Dell, and we appreciate you joining us.

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