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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

UPDATE—May 30, 2024: This article has been updated to reflect more recent analyst estimates and share price information.

What You Need To Know Ahead of Dell's Earnings Report

NVIDIA

Across the last 12 months, the blue-chip chipmaker and semiconductor giant Nvidia (NASDAQ: NVDA) has been drawing a lot of attention – and generating a lot of enthusiasm – thanks to its incredible growth and pivotal role in the ongoing artificial intelligence (AI) boom.

DELL vs. NVDA: Which is the best stock to buy in 2024?

Dell Technologies Inc. (NYSE:DELL) is slated to step into the earnings confessional after the close tomorrow, May 30.

Dell Technologies Stock Scores Another Record High Before Earnings

With Dell Technologies Inc. shares up 120% so far this year, that creates a high bar heading into earnings.

With Dell earnings on deck, here's why BofA feels more bullish about the stock

Dell Technologies has strong momentum thanks to demand for AI servers, high-end storage gear and PCs, an analyst says.

Dell Stock Notches Record High On AI Momentum

Although Dell Technologies (NYSE: DELL) shares have recorded steady growth since the beginning of this year, Wall Street analysts have generally retained their views that DELL stock is a good investment in the following 12 months, as the company is about to publish its earnings.

Analysts revise Dell stock price ahead of earnings

The booming demand for AI servers is boosting the storied tech giant as the PC industry recovers.

Dell Should Keep Shining in Nvidia's Halo

AppLovin Corp

Cava Group, Inc.

Costco

Duolingo

Micron Technology

Spotify

How long will the run in growth stocks continue? The Nasdaq-100 continues to make new all-time highs seemingly almost every week.

The Growth Stock Gut Check: 7 Stocks to Sell as Valuations Veer Into the Stratosphere

Dell Technologies' (DELL) first-quarter fiscal 2025 performance is expected to benefit from portfolio strength and an expanding partner base.

Should You Buy Dell Technologies (DELL) Ahead of Q1 Earnings?

Dell Technologies stock is rising from the interest in artificial intelligence.

Should You Buy Dell Stock Before May 30?

Netflix

The technology-laden Nasdaq Composite Index is at an all-time high, as corporate earnings come in stronger-than-expected and U.S. Federal Reserve Chair Jerome Powell reassures markets that further interest rate hikes are unlikely. The Nasdaq is approaching the 17,000 level after another blockbuster earnings report from Nvidia (NASDAQ: NVDA ).

3 Tech Superstars Destined for Stratospheric Returns

Super Micro Computer

Taiwan Semiconductor Manufacturing

We have narrowed our search to five technology stocks that are closely associated with NVIDIA. These are: TSM, SMCI, DELL, MU, META.

5 Stocks Likely to Gain on NVIDIA's Blockbuster Q1 Results

Dell Technologies' PC and enterprise server markets are in the midst of a cyclical upturn. The company is benefiting from the adoption of Artificial Intelligence, which is driving growth in its Infrastructure Solutions Group (ISG) business. Although the stock's valuation may seem high to some, its solid earnings growth and future prospects warrant investors' attention.

Dell Technologies Stock: A Growth Opportunity Worth Considering

Dell is expanding its lineup of AI-focused servers and personal computers, a move that will allow it to benefit from two lucrative markets. Dell's valuation makes buying the stock a no-brainer, as a potential acceleration in its earnings growth could help it sustain its impressive rally.

This Artificial Intelligence (AI) Stock Has Tripled in a Year, and You May Regret Not Buying It Hand Over Fist Before It Soars Higher

Salesforce

Markets will be closed on Monday for Memorial Day. The highlight of the week will come Friday when the BEA releases the Fed's preferred inflation gauge.

Salesforce, Costco, Dell, and More to Watch

A downside reversal sets up an expectation for further weakness. But what if that doesn't materialize?

Another Chance On Dell Stock Paid Off

Shares of Dell Technologies hit a record high on Friday amid a rally in companies working on generative artificial intelligence applications, buoyed by strong optimism for the new technology.

Dell hits record high amid rally in AI stocks

Dell Technologies may be undervalued due to a disconnect between expectations of future free cash flow growth and consensus revenue and profit growth. The company has a strong opportunity to capitalize on the growing AI market and transition from a slow-growth hardware company to a faster-growing AI company. Dell's partnerships and focus on enterprise customers position it well for future growth in the AI space.

Dell Technologies: The Generative AI Market Should Support Growth

Get a deeper insight into the potential performance of Dell Technologies (DELL) for the quarter ended April 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Dell Technologies (DELL) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates

Advanced Micro Devices

Recent conferences have shown that the pace of artificial intelligence (AI) innovation is accelerating. Given this continued progress in the field, AI stocks to buy will perform well going forward.

3 AI Stocks to Buy Now: May 2024

Dell Technologies (DELL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Dell Technologies (DELL) Expected to Beat Earnings Estimates: Should You Buy?

Dell Technologies Inc (NYSE: DELL) is up nearly 10% on Thursday after announcing a “strategic collaboration” with Ericsson.  Details of Dell-Ericsson partnership 96% of communications service providers acknowledged the shortcomings in their network transformation strategy in a recent study.

Dell announces a ‘strategic collaboration' with Ericsson

ARM Holdings PLC

Coinbase

Alphabet

Reddit Inc

If you're wondering which tech stocks to buy this month, look no further. Technology stocks continue to offer investors big growth opportunities.

7 Tech Stocks That Could Be Millionaire-Makers: May Edition

LM Ericsson Telefon

News summary  Dell and Ericsson join forces to develop tailored network cloud infrastructure plans and advise communications service providers on their cloud transformation journeys Dell and Ericsson to commercially introduce Ericsson Cloud RAN software on Dell PowerEdge servers with continuous testing and lifecycle management Dell and Ericsson to provide joint services capabilities to offer network operators cohesive and integrated network infrastructure support MeriTalk and Dell study finds 96 percent of communications service providers say their network transformation strategy is lagging, which Dell and Ericsson aim to address with new partnership ROUND ROCK, Texas and STOCKHOLM, Sweden , May 23, 2024  /PRNewswire/ -- Full story  Dell Technologies (NYSE: DELL) and Ericsson (NASDAQ: ERIC) announce a strategic partnership to combine their deep industry expertise with telecom software, solutions and support, to guide communications service providers (CSPs) through their radio access network (RAN) cloud transformation journeys. CSPs are looking to network cloud and operations transformation to achieve improved economics and agility, while maintaining network reliability.

Dell Technologies and Ericsson Form Strategic Partnership to Accelerate Telecom Network Cloud Transformation

Dell is a leading supplier of servers and PCs. AI server orders jumped 40% sequentially in the fourth quarter last year.

News for Dell Technologies Stock (DELL)