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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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.

With its huge opportunity in artificial intelligence, Dell Technologies (NYSE: DELL ) is one of the best tech stocks investors can own. In late May, DELL stock rallied to an all-time high of just under $180 per share on expectations that the company will see exponential growth from sales of its AI servers.

Why DELL Stock Is One of the Best Ways to Play the AI Boom

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xAI just raised $6 billion of funding, and it's using some of that capital to build a factory with Dell and Super Micro Computer. Dell and Supermicro are emerging as leaders in the infrastructure solutions pocket of the AI arena.

Elon Musk Just Gave Super Micro Computer and Dell Investors a Reason to Cheer

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Dell founder Michael Dell let investors know about his plans to sell 10 million shares. Is this a bearish sign?

The Founder of Dell Is Selling $1.3 Billion Worth of Shares. Should Investors Be Getting Out, Too?

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Is Dell Technologies (DELL) Stock Undervalued Right Now?

Prestigious International Annual Awards Program Honors Standout AI and Machine Learning Solutions and Companies Prestigious International Annual Awards Program Honors Standout AI and Machine Learning Solutions and Companies

AI Breakthrough Names Dell NativeEdge as “Best AI Edge Solution” in 7th Annual Artificial Intelligence Breakthrough Awards Program

Dell Technologies Inc. stock fell 26% from 52-week high, now trading above the 50-day moving average. Dell reported strong earnings, with revenue up 6% year over year and $1.1 billion returned to shareholders. Dell is undervalued with 15 forward P/E ratio and 1 times sales, poised for EPS growth and linked to Nvidia's new Blackwell chip and Musk xAI data center.

Dell: My Top AI Derivative Play Just Went On Sale

Oracle's massive revenue pipeline suggests that it will capitalize on the fast-growing cloud AI market. Dell Technologies can benefit from two AI-related markets.

Better Artificial Intelligence (AI) Stock: Oracle vs. Dell Technologies

Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock

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Dell Technologies (DELL) stock price is benefiting from a robust portfolio of AI-optimized servers and an expanding partner base.

Does DELL's Expanding AI Footprint Make the Stock a Buy?

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Dell Technologies (DELL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

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

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Apple Stands Out In Edge AI While Arista, Coherent, Dell And Super Micro Are Top Picks For Hardware: JPMorgan

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Why Nvidia, Super Micro Computer, Dell, and Other Artificial Intelligence (AI) Stocks Rallied This Week

Shares of Dell Technologies (DELL) and Super Micro Computer (SMCI), also known as Supermicro, rose in intraday trading Thursday after Elon Musk announced that the two tech firms would be developing hardware for his xAI artificial intelligence (AI) startup.

Musk Says Dell, Super Micro Computer Will Provide Hardware for His AI Startup

Dell (NYSE: DELL ) stock has returned about 100% year-to-date (YTD) on the heels of the artificial intelligence (AI) revolution — and CEO Michael Dell has taken full advantage of the generous returns. Dell's last insider sale, on June 14, consisted of 2.83 million shares worth $379.54 million.

CEO Michael Dell Has Sold $2.1 Billion of DELL Stock in 2024

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News for Dell Technologies Stock (DELL)