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.

Subscribers to Schaeffer's Weekend Trader options recommendation service received this DELL commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

Tech Stock for Call Traders' Consideration

Dell Technologies has demonstrated its ability to navigate market fluctuations and register growth, driven by favorable macroeconomic conditions and strong performances in crucial regions. Dell's focus on AI, evident in their product innovations and roadmap for GenAI, showcases their commitment to staying ahead of technological curves. Dell's success in the storage market, particularly with their PowerFlex solution, highlights their capacity to lead and innovate.

Dell Technologies: AI, The Driving Force Behind This Underappreciated Company

Hewlett Packard

NVIDIA

Forecasts for data-center server growth far exceed any that occurred during the rise of the internet, so while one analyst is positive long term on the AI gold rush, he warns the risk of building too much too soon also runs high.

‘Unprecedented' AI server buildout may be happening too quickly, this analyst warns

Boeing

Target

Some retailers and cyclical stocks struggled because of concerning economic news. Growth stocks with expensive valuations dropped more than the market as a whole.

4 Stocks That Moved the Market in September

Disney

Levi Strauss

McDonald's

PepsiCo

Constellation Brands

Exxon Mobil

With the stock market slump since the start of August, investors have new opportunities to buy several leading blue-chip stocks at bargain prices. Many well-known companies and household names had share prices fall 10% or more since mid-summer, when all three major U.S. indices declined on renewed worries of sticky inflation, elevated interest rates, and geopolitical instability.

Buy Low, Sell High: 7 Blue-Chip Stocks to Snatch Up

We're initiating Dell Technologies Inc. with a hold rating. While we expect Dell to experience PC share gains as the market recovers in 2024, we're less optimistic about Dell's A.I. server backlog. We expect cloud hyperscalers to dominate A.I. due to their economies of scale and see limited room for Dell to substantially participate in the market into 1H24.

Dell Technologies: Not Convinced Of $2B A.I. Server Backlog

Abercrombie & Fitch

Carnival

Fair Isaac

General Electric

Marathon Digital Holdings

Marvell Technology

There's been much discussion this year about how the market rally has been concentrated in a handful of mega-cap tech stocks. Most stocks are flat or down, grumble analysts, noting that the blue-chip Dow Jones Industrial Average recently turned negative on the year.

Silent Winners: 7 Overlooked Stocks Posting Impressive Gains

Dell Inc. (NASDAQ:DELL) has maintained its ‘Buy' rating from analysts at Bank of America (BofA) Securities but with a higher price target thanks in part to artificial intelligence (AI) tailwinds buffeting its business. At its Security Analyst Meeting (SAM) in New York City, which featured presentations from CEO Michael Dell and CFO Yvonne McGill, the analysts noted that the company committed to returning more than 80% of annual free cash flow (FCF) to shareholders, higher than their expected 70-80%, while maintaining a target of over 100% net income to FCF conversion.

Dell awarded BofA price target lift from AI tailwinds

Dell Technologies (DELL) expands its Generative AI Solutions portfolio in partnerships with NVDIA and Starburst.

DELL's Expanding Generative AI Portfolio to Aid Prospects

PC and enterprise-hardware firm Dell repeated its previously long-term growth forecast. Analysts see an opportunity in artificial intelligence.

Dell Analyst Day Gets Thumbs Up From the Street. The AI Boost Is Coming.

Check Point Software Technologies

NetEase

Targeting low-beta stocks can help shield investors against volatility, as these stocks are less susceptible to the market's movements.

3 Low-Beta Stocks to Buy for Technology Exposure

Dell Inc. (NASDAQ:DELL) is adding $5 billion to its share buyback authorization, which already includes another $5 billion, the company announced Thursday.  The technology company also intends to raise its quarterly dividend by 10% or more annually through fiscal 2028.

Dell doubles its share buyback allowance with $5B addition

PC and software firm Dell raised its profit-growth target, and now expects to return 80% of free cash flow to shareholders, up from a prior target range of 40% to 60%.

Dell Raises Profit Outlook, Expands Buyback Plan

Dell Technologies Inc. DELL, -0.06% said Thursday it is adding $5 billion to its share buyback authorization, adding to the remaining $5 billion. In a statement released ahead of an investor day, the company said it's also planning to raise its quarterly dividend by 10% or more annually through fiscal 2028.

Dell to add $5 billion to its share buybacks, aims to grow quarterly dividend by 10% or more annually through 2028

NEW YORK , Oct. 5, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will announce updates to its long-term financial framework during its Securities Analyst Meeting taking place today at 8:30 a.m. CT/9:30 a.m.

Dell Technologies Announces Updates to its Long-Term Financial Framework at Securities Analyst Meeting

American Eagle Outfitters

BAE Systems PLC

HF Sinclair Corp

Futu Holdings

Here are the five GARP stocks that fulfill our screening criteria ??? DELL, DINO, FUTU, BAESY and AEO.

5 Lucrative PEG-Driven GARP Stocks for Investors

New on-premises solutions help drive generative AI efforts with more intelligent data collection, multicloud access and professional services ROUND ROCK, Texas , Oct. 4, 2023 /PRNewswire/ --  News summary Dell Validated Design for Generative AI with NVIDIA for Model Customization helps customers more quickly and securely extract intelligence from their data Dell Professional Services streamline GenAI strategy development, data preparation, platform development and increase operational efficiencies Dell Technologies and Starburst offer an open, modern data lakehouse solution to tap multicloud data for AI efforts Full story Dell Technologies (NYSE: DELL) expands its Dell Generative AI Solutions portfolio, helping businesses transform how they work along every step of their generative AI (GenAI) journeys. "To maximize AI efforts and support workloads across public clouds, on-premises environments and at the edge, companies need a robust data foundation with the right infrastructure, software and services," said Jeff Boudreau, chief AI officer, Dell Technologies.

Dell Technologies Growing Generative AI Portfolio Speeds Business Transformations

Dell Technologies has the industry's widest portfolio of EPEAT Climate+ designated product types under EPEAT.* ROUND ROCK, Texas , Oct. 3, 2023 /PRNewswire/ -- As a pioneer in environmentally sustainable technology, Dell Technologies continues to lead the industry.

Dell is a first-generation EPEAT Climate+ Champion™

New Relic

Walmart

Corrections can be healthy as the broader indexes are still up nicely for the year and investors may get an opportunity to buy the dip in several intriguing stocks near their 52-week highs.

Top Buy the Dip Prospects Near 52-Week Highs

ROUND ROCK, Texas , Sept. 26, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) has appointed Steve Mollenkopf as its newest independent member of the Dell Technologies board of directors, effective Sept.

Dell Technologies Appoints Steve Mollenkopf to its Board of Directors

Qualys

Invesco QQQ

VMware

Vertiv Holdings Co

Zoom Video

Don't fear higher rates. Some tech stocks are still investment-worthy.

Should You Fear Higher Rates? 5 Tech Stocks to Rule Ahead

Apollo Global Management

Ferguson Enterprises Inc

Lululemon Athletica

Trade Desk

Veeva Systems

If invest in the S&P 500, you assume you own the best big stocks. But you're still missing out more large winners than you might realize.

Smug S&P 500 Investors Miss Out On 8 Red-Hot Big Stocks

CRH PLC

OSI Systems

Toll Brothers

Here are the five stocks that meet our screening criteria - CRH, AEO, TOL, OSIS and DELL.

5 Premium PEG-Based Value Stocks for Investors

Guess?

Owens Corning

Urban Outfitters

We have narrowed our search to five value stocks. These are: GES, URBN, ANF, DELL, OC.

Wall Street Suffering From September Syndrome: 5 Value Picks

Amazon

NIKE

Oracle

ARM Holdings PLC

Instacart (Maplebear Inc.)

Charles River Laboratories

DoorDash

Darden Restaurants

FedEx

Ralph Lauren

T-Mobile US

Uber

Here are some of the tickers on my radar for Friday, Sept. 22, taken directly from my reporter's notebook.

News for Dell Technologies Stock (DELL)