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 Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

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.

Dell Technologies' (DELL) first-quarter fiscal 2025 results reflect strong demand for AI-optimized servers.

Dell (DELL) Q1 Earnings Top Estimates, Revenues Up Y/Y

AI is still incredibly complicated for the average customer. Processing, training, and deployment pipeline is a fragile Rube Goldberg machine

Dell earnings reveal sluggish enterprise AI adoption

Dell is seeing higher revenue from AI server sales but it's not leading to a corresponding increase in profits. Dell stock tanked on Friday.

Dell Stock Plummets As Earnings Lag AI Sales Growth

Investors have been laser-focused over the past year on identifying companies that can bring in meaningful artificial-intelligence revenue. But Dell Technologies Inc.'s latest earnings report highlights the importance of AI profits as well.

Why Dell's stock is having its worst day since 2018 despite strong AI demand

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Dell shares fell Friday over concerns about the company's margins and its AI server backlog. The company beat analysts' expectations and offered rosy guidance on Thursday, but it wasn't enough to appease Wall Street.

Shares of Dell fall 17% in premarket trading as AI servers are sold at 'near-zero margins'

Stocks closed lower on Thursday with the S&P 500 falling 0.6% and Nasdaq Composite dropping 1.1%. Volatility, which has rebounded from its lows, closed just below 14.5, which is still low by historical standards. After yesterday's close, a slew of earnings sent futures down even further. And thus far, this morning's Personal Consumption Expenditures (PCE) Index report, the Federal Reserve's preferred metric on inflation, has had a muted effect on markets.

Inflation Report Eases Some Concerns While Earnings Season Wraps Up

Tech stocks look set to continue their disappointing end to what has otherwise been a stellar month as the sector struggled again early Friday.

Dell Stock Tumbles. Why Wall Street Is Staying Bullish, and Other Tech News Today

Dell Technologies shares tumbled about 14% in premarket trading on Friday, as the PC and server maker expects sizeable AI investments to dent its quarterly profit.

Dell shares slump as heavy AI investments expected to dent margin

NVIDIA

Dell executives say there is strong demand for AI-powered servers, particularly those powered by Nvidia chips.

Nvidia Stock Gains. What Dell's Earnings Mean for the Chip Maker.

Start Time: 16:30 January 1, 0000 5:32 PM ET Dell Technologies Inc. Q1 2025 Earnings Conference Call May 30, 2024, 16:30 PM ET Company Participants Jeff Clarke - Vice Chairman and COO Yvonne McGill - CFO Tyler Johnson - Senior VP and Treasurer Rob Williams - Director, IR Conference Call Participants Krish Sankar - TD Cowen Toni Sacconaghi - Bernstein Ben Reitzes - Melius Research Erik Woodring - Morgan Stanley Wamsi Mohan - Bank of America Michael Ng - Goldman Sachs Amit Daryanani - Evercore Simon Leopold - Raymond James Ananda Baruah - Loop Capital Asiya Merchant - Citigroup Steven Fox - Fox Advisors Samik Chatterjee - JPMorgan David Vogt - UBS Operator Good afternoon, and welcome to the Fiscal Year 2025 First Quarter Financial Results Conference Call for Dell Technologies, Inc. I'd like to inform all participants this call is being recorded at the request of Dell Technologies. This broadcast is the copyrighted property of Dell Technologies, Inc. Any rebroadcast of this information in whole or part without the prior written permission of Dell Technologies is prohibited.

Dell Technologies Inc. (DELL) Q1 2025 Earnings Call Transcript

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Ahead of tomorrow's PCE report, shares in the regular session sold off. Things changed after several companies reported late.

Last Big Afternoon of Q1 Earnings Season

The headline numbers for Dell Technologies (DELL) give insight into how the company performed in the quarter ended April 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Dell Technologies (DELL) Reports Q1 Earnings: What Key Metrics Have to Say

After Dell Technologies (DELL) reported fiscal first-quarter revenue and earnings that beat analysts' estimates, executives joined the company's earnings call to discuss Dell's guidance, margins, artificial intelligence (AI) server backlog, and AI opportunities.

4 Key Takeaways From Dell Technologies' Earnings Call

Dell Technologies (DELL) came out with quarterly earnings of $1.27 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.31 per share a year ago.

Dell Technologies (DELL) Q1 Earnings and Revenues Top Estimates

Dell Technologies (DELL) reported first-quarter revenue and earnings that beat analysts' estimates on surging demand for artificial intelligence (AI) servers, though shares tumbled over 17% in extended trading Thursday as Dell's results failed to impress.

Dell Stock Falls as Earnings, Revenue Beat on Surging AI Server Demand Fails To Impress

Dell Inc. (NASDAQ:DELL) posted first quarter earnings that topped Wall Street estimates with growth driven by demand for its AI servers.  The technology company reported a 6% year-over-year jump in revenue to $22.2 billion, above estimates of $21.7 billion.

Dell Q1 earnings beat driven by AI server demand

Dell reported first-quarter earnings on Thursday that beat analyst estimates for earnings and sales, as the company has emerged as one of the top vendors for AI servers. In this article DELL

Dell shares fall 12% after company reports first-quarter earnings

Dell Technologies matched Wall Street's earnings target for its fiscal first quarter on higher-than-expected sales. But Dell stock fell.

Dell Matches Views On Earnings, Beats On Sales Thanks To AI Servers

Dell Technologies Inc is trading down in extended hours on Thursday even though it reported marketing-beating revenue for its first quarter. Why is Dell stock down in after-hours?

Dell Q1 earnings: ‘no company is better positioned to bring AI to enterprise'

Dell Technologies Inc. blazed past expectations for its latest quarter as it continued to benefit from explosive artificial-intelligence demand, but the stock extended its pullback from record highs.

Dell earnings show an explosion in AI server demand, but stock extends pullback

Dell Technologies beat Wall Street estimates for first-quarter revenue on Thursday, ending a streak of six-quarters of decline, helped by growing demand for its AI-powered servers.

Dell beats first-quarter revenue estimates as AI boom bolster server demand

News summary First quarter revenue of $22.2 billion, up 6% year over year Infrastructure Solutions Group (ISG) revenue of $9.2 billion, up 22% year over year, with record servers and networking revenue of $5.5 billion, up 42% Client Solutions Group (CSG) revenue of $12.0 billion, flat year over year, with commercial client revenue at $10.2 billion, up 3% Diluted earnings per share of $1.32, up 67% year over year, and non-GAAP diluted earnings per share of $1.27, down 3% ROUND ROCK, Texas , May 30, 2024 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2025 first quarter. Revenue was $22.2 billion, up 6% year over year.

Dell Technologies Delivers First Quarter Fiscal 2025 Financial Results

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The latest Federal Open Market Committee (FOMC) minutes outlined delayed interest rate cuts. These are an effort to clamp down on inflation, noting “fewer cuts this year than previously thought.

News for Dell Technologies Stock (DELL)