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.

Super Micro Computer

Super Micro Computer and Dell Technologies are building an AI factory for xAI.

Super Micro Computer and Dell Stock Investors Just Got Spectacular News From Elon Musk

Elon Musk just revealed Super Micro Computer Inc (NASDAQ: SMCI) and Dell Technologies Inc (NYSE: DELL) as providers of servers to xAI – his artificial intelligence startup committed to building a supercomputer.  Shares of both hardware firms are gaining on Thursday.

Elon Musk reveals Dell and SMCI as xAI suppliers

A confirmation from Elon Musk that he's using technology from Dell Technologies and Super Micro Computer in a supercomputer for his artificial intelligence company xAI sent shares of the two technology names higher on Thursday.

Elon Musk's xAI build-up plan sparks gains by Dell and Super Micro

"Dell is assembling half of the racks that are going into the supercomputer that xAI is building," Musk said, adding that Super Micro will also be involved.

Super Micro, Dell shares jump as Elon Musk calls them suppliers to xAI supercomputer project

Dell (DELL) shares, which have gained 10% over the past two trading sessions, remain in focus on Thursday after Elon Musk said Wednesday that his artificial intelligence (AI) startup xAI will use the hardware giant's server racks to build its supercomputer.

Dell Stock in Focus on News Company Will Provide Server Racks to xAI Supercomputer

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Musk is taking an unusually transparent approach in giving details of what companies are helping to build computing infrastructure for his AI startup.

Elon Musk Spills More Details on xAI Supercomputer. These Stocks Will Benefit.

Dell experienced year-over-year revenue growth in its fiscal first quarter, but gross margin declined. The company's sales are growing thanks to the success of its AI-optimized hardware.

Is Dell Stock a Buy Now?

It's safe to say Nvidia (NASDAQ: NVDA ) has done the impossible. The company went from a $2 trillion market capitalization to $3 trillion in just 96 days, a little over a financial quarter.

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The market is on an incredible bull run. Since the fall of 2022, growth and technology stocks have been going virtually straight up.

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Selling the picks and shovels for artificial intelligence is a solid place to be at the moment. So long as they aren't sold as loss leaders.

Dell's AI Margin Slip Will Be a Speed Bump

Elon Musk has confirmed that Dell Inc. (NASDAQ:DELL) is assembling half of the racks for the supercomputer that his AI startup, xAI, is building to power the next version of its AI chatbot, Grok. To be precise, Dell is assembling half of the racks that are going into the supercomputer that xAI is building — Elon Musk (@elonmusk) June 19, 2024 Dell CEO Michael Dell confirmed the collaboration on X, revealing that Dell and Nvidia are creating an "AI factory" to support xAI's needs.

Elon Musk confirms Dell teaming up with xAI for cutting-edge supercomputer project

Dell Technologies is assembling half of the racks for the supercomputer that xAI is building, billionaire Elon Musk said in a post on social media platform X on Wednesday.

Dell assembling racks for xAI's supercomputer, Elon Musk says

Dell introduced a new hybrid work policy to get workers back to the office in February.  Nearly half the company's full-time US staff have chosen to stay remote, data seen by BI shows.

Almost half of Dell's full-time US workforce has rejected the company's return-to-office push

Dell Technologies shares have increased over 200% due to AI hype. The company's revenues declined in 2023 but showed improvement in Q1 2024, with margins increasing. AI-optimized servers and AI capabilities in PCs driving growth, with conservative DCF model valuing shares at $185.

Dell Technologies: There Is Still Plenty Of Room For Outperformance

A flurry of research notes are upbeat about the outlook for Dell's opportunity in artificial intelligence.

Dell Stock Extends Rally. Wall Street Is Bullish on the AI Servers.

Dell Technologies Inc.'s stock is continuing its ascent on Tuesday, though it remains about 15% off its all-time high achieved late last month when it reported earnings.

Why Dell's stock is clawing back after a post-earnings decline

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We have narrowed our search to five U.S. technology behemoths that have robust long-term potential. These are: GOOGL, NVDA, MU, ANET, DELL.

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The AI server business is booming, but will Super Micro Computer be able to compete with giants like Dell Technologies?

Is Dell Stock a Better Buy Over Super Micro Computer Stock After Recent AI Server Announcements

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?

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Some fun facts about artificial intelligence: the global market for AI is forecast to reach $1.85 trillion by 2030. About one in four dollars invested in U.S. start-ups during 2023 went to AI-related companies.

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Dell Technologies (DELL) stock has the potential to significantly outperform next year because of “multiple catalysts,” including artificial intelligence (AI) demand, according Bank of America analyst Wamsi Mohan.

Dell Stock Rises Amid AI Optimism From Bank of America Analyst

Dell Technologies Inc. shares have lost about 20% since the company disappointed with its margin commentary at the end of last month, but a BofA analyst sees brighter days ahead for the server maker's stock.

Dell's stock has slumped since earnings. Why BofA sees a 30% gain ahead.

Upside in AI servers, a PC recovery and strong capital return could drive Dell stock higher, BofA says. Here's what you need to know.

Here's Why Dell Stock Could Rally Another 30%

Dell's sales were strong last quarter but its margins didn't impress. There is a big opportunity for the company as demand for AI-powered computers could be about to take off.

Should You Buy Dell Technologies Stock After Its Post-Earnings Sell-Off?

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News for Dell Technologies Stock (DELL)