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.

The maker of PCs also announced a 20% increase in its quarterly dividend rate.

Dell Earnings Top Estimates as Demand for AI Servers Surges

Dell Technologies beat Wall Street estimates for fourth-quarter revenue on Thursday, helped by the artificial intelligence boom and a recovery in the personal computer (PC) market.

Dell beats fourth-quarter revenue estimates signaling PC market recovery

News summary Fourth quarter revenue of $22.3 billion and full-year revenue of $88.4 billion Full-year operating income of $5.2 billion and non-GAAP operating income of $7.7 billion Full-year cash flow from operations of $8.7 billion Full-year diluted earnings per share of $4.36 and non-GAAP diluted earnings per share of $7.13 Announcing a 20% increase in annual cash dividend to $1.78 per common share ROUND ROCK, Texas , Feb. 29, 2024 /PRNewswire/ --  Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2024 fourth quarter and full year. Fourth quarter revenue was $22.3 billion, down 11% year over year.

Dell Technologies Delivers Fourth Quarter and Full Year Fiscal 2024 Financial Results

SUBARU Lab, powered by Dell PowerScale storage systems, will deliver next-generation AI technology to enhance driver safety ROUND ROCK, Texas , Feb. 29, 2024 /PRNewswire/ --   News summary Dell storage systems help Subaru store and manage approximately 1,000 times more files than before to power next-generation AI solution development SUBARU Lab reduces storage costs while scaling performance through Dell PowerScale storage tiering capabilities Full story Subaru Corporation is teaming with Dell Technologies (NYSE: DELL) to help improve driver safety through the powerful combination of AI and high-performance storage. The collaboration is indicative of AI's profound impact on transforming one of the most common means of transportation, aiming to help make it safer for drivers, passengers and pedestrians.

Subaru and Dell Technologies Advance AI Development for Driver Assist Technology

ROUND ROCK, Texas , Feb. 28, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Yvonne McGill, chief financial officer, and Arthur Lewis, president of Infrastructure Solutions Group, will present in a fireside chat at the following conference: Morgan Stanley Technology, Media & Telecom Conference – San Francisco, CA Tuesday, March 5, 2024 3:35 p.m. PT / 6:45 p.m.

Dell Technologies to Present at Investor Conference in March

Dell Technologies (DELL) is set to announce its fourth-quarter earnings for the 2024 fiscal year after the closing bell Thursday and could offer more details about the Nvidia (NVDA) partner's position amid the artificial intelligence (AI) boom.

What You Need to Know Ahead of Dell's Earnings Report Thursday

Dell Technologies Inc (NYSE: DELL) has been in a sharp uptrend in the trailing twelve months but a Loop Capital analyst is convinced it's not out of juice just yet. Dell stock has upside to $125 Ananda Baruah assumed coverage of the IT giant this morning with a “buy” rating.

Dell stock initiated at ‘buy' ahead of earnings

Dell Technologies' (DELL) fourth-quarter fiscal 2024 performance is expected to have suffered from a recovering yet slow PC market.

Dell Technologies (DELL) to Post Q4 Earnings: What's in Store?

Evaluate the expected performance of Dell Technologies (DELL) for the quarter ended January 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Countdown to Dell Technologies (DELL) Q4 Earnings: Wall Street Forecasts for Key Metrics

New AI PCs help organizations implement AI strategies and prepare for the future Story Highlights Dell will have the broadest portfolio of commercial AI laptops and mobile workstations1 New Dell AI PCs and workstations elevate performance, productivity and collaboration for everyday workers and power users New services leverage AI, telemetry and automation to deliver self-healing capabilities for PCs Dell expands most intelligent headset portfolio with new AI-driven technology ROUND ROCK, Texas , Feb. 26, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will introduce the broadest portfolio of commercial AI laptops and mobile workstations designed to bring organizations and employee productivity into the AI era.  "The next generation of PCs is emerging at a pivotal time – with upcoming refresh cycles and new capabilities on the PC creating the perfect storm," said Patrick Moorhead, founder and CEO of Moor Insights & Strategy.

Dell Technologies Helps Organizations Create a Modern Workplace with New AI Experiences

Dell Technologies (DELL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Dell Technologies (DELL) Surges 7.9%: Is This an Indication of Further Gains?

Evercore ISI analyst Amit Daryanani added both HP and Dell stock to his firm's “tactical outperform” list in anticipation of upbeat earnings news from both PC makers.

Buy Dell and HP Stock Ahead of Earnings. Why an Analyst Is Bullish on Both.

Ahead of its upcoming earnings report on February 29, Dell Technologies NYSE: DELL just broke out of a lengthy consolidation. Year-to-date, the technology and computer giant is now up almost 15% and a whopping 109% over the previous year.

Dell Technologies breaks out ahead of earnings release

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Earnings season for the fourth and final quarter of 2023 is drawing to a close, with many big names having already reported. Earnings season has been strong so far.

Bringing Up the Rear: 3 Key Stocks to Watch Before Q4 Earnings Come to an End

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CEO Jen-Hsun Huang said AI is “enabling a whole new industry.”

Nvidia's AI Boom Spurs AMD, ARM, Super Micro, Palantir, and Many Other Stocks

News summary  Dell Telecom Infrastructure Automation Suite software automates deployment and management of multi-vendor telecom infrastructure for simpler, cost-effective operations Dell Telecom Infrastructure Block adds support for 5G core workloads at the edge and a Dell certification program for industry partners to speed validation of network technologies Globe advances network cloud deployment and increases network operations efficiency with Dell Telecom Infrastructure Blocks for Red Hat ROUND ROCK, Texas , Feb. 21, 2024 /PRNewswire/ --  Full story  Dell Technologies (NYSE: DELL) announces new solutions to help communications service providers (CSPs) facilitate network cloud and operations transformation to achieve improved economics and agility, while maintaining network reliability. Dell is using its decades of experience in digital transformation and deep industry partnerships to design telecom solutions that reduce risk, so CSPs can ease the deployment, automate the operation and simplify the support and lifecycle management of disaggregated network cloud infrastructure.

Dell Technologies Telecom Solutions Accelerate Network Cloud Transformation

ROUND ROCK, Texas , Feb. 19, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, Feb. 29, 2024, at 3:30 p.m. CST to discuss its fiscal 2024 fourth quarter and full-year financial results.

Dell Technologies to Hold Conference Call Feb. 29 to Discuss Fourth Quarter and Full Fiscal 2024 Financial Results

Dell currently trades undervalued based on a DCF calculation. There is a potential 20% upside assuming 3% growth. Dell is well-positioned to capitalize on the growing demand for AI-driven tools, such as generative AI chatbots. The AI market size is estimated to grow by 6x through 2030. Management confirmed a targeted dividend growth of 10% annually through 2028.

Dell: Strong Dividend Growth Accompanied By AI Growth Catalyst

Nokia

Nokia and Dell Technologies have agreed a partnership to help deploy so-called private 5G networks and adapt networks to the cloud, they said in a joint statement on Thursday.

Nokia and Dell agree partnership on private 5G, cloud networks

News summary  Nokia adopts Dell Technologies as its preferred infrastructure partner for Nokia AirFrame servers, helping transition customers to Dell PowerEdge servers with Dell global services and support Dell adopts Nokia as its preferred private wireless partner for enterprise edge use cases, providing businesses with seamless integration and support The companies continue joint research and development efforts and platform and application testing in the Dell Open Telecom Ecosystem Lab ROUND ROCK, Texas and ESPOO, Finland , Feb. 15, 2024 /PRNewswire/ --  Full story  Dell Technologies (NYSE: DELL) and Nokia (NYSE: NOK) announce the extension of a strategic partnership to use each company's expertise and industry-leading solutions, including infrastructure solutions from Dell and private wireless connectivity from Nokia, to advance open network architectures in the telecom ecosystem and private 5G use cases among businesses. As part of the agreement, Nokia will adopt Dell as its preferred infrastructure partner for existing Nokia AirFrame customers, offering Dell's technology as the infrastructure of choice for telecom cloud deployments.

Dell Technologies and Nokia Announce Strategic Partnership to Advance Network Cloud Transformation and Private 5G

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Hewlett Packard

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Dell has told "hybrid" staff to start coming into the office about three days a week. It said "in-person connections paired with a flexible approach are critical to drive innovation.

Dell tells 'hybrid' workers to come into the office 3 days a week

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Booking Hlds

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NRG, DELL and BKNG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 1, 2023.

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