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.

NVIDIA

Dell is announcing new validated designs with Nvidia for helping enterprises deploy Generative AI workloads into production on-premises.

Dell, Nvidia join forces for next-gen generative AI solutions

Dell Technologies on Monday launched new generative artificial intelligence (GenAI) solutions in collaboration with Nvidia whose chips enable the technology behind OpenAI's ChatGPT.

Dell expands 'Project Helix' with Nvidia to provide generative AI solutions

ROUND ROCK, Texas , July 31, 2023 /PRNewswire/ -- News summary Dell Generative AI Solutions include a new suite of Dell products and services, in collaboration with NVIDIA, to help businesses gain real-time insights and enable innovation through intelligence Dell Validated Design for Generative AI with NVIDIA offers pre-tested and proven Dell infrastructure, software and services to power transformative business outcomes with GenAI Dell Professional Services help customers with strategy, implementation and scaling to accelerate GenAI adoption Dell Precision workstations, with expanded NVIDIA GPU configurations, help users accelerate GenAI workloads locally on the device Full story Dell Technologies (NYSE: DELL) introduces new offerings to help customers quickly and securely build generative AI (GenAI) models on-premises to accelerate improved outcomes and drive new levels of intelligence.  New Dell Generative AI Solutions, expanding upon our May's Project Helix announcement, span IT infrastructure, PCs and professional services to simplify the adoption of full-stack GenAI with large language models (LLM), meeting organizations wherever they are in their GenAI journey.

Dell Technologies Expands AI Offerings to Accelerate Secure Generative AI Initiatives

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.

Dell Stock Pullback Presents Attractive Entry Point

A unique, innovative, and scalable system to support the open science community AUSTIN, Texas , July 24, 2023  /PRNewswire/ -- The Texas Advanced Computing Center (TACC) today announced Stampede3, a powerful new Dell Technologies (NYSE:DELL) and Intel based supercomputer that will enable groundbreaking open science research projects in the U.S. while leveraging the nation's previous high performance computing investment funds. For over a decade, the Stampede systems — Stampede (2012) and Stampede2 (2017) — have been flagships in the U.S. National Science Foundation's (NSF) XSEDE/ACCESS scientific supercomputing ecosystem.

TACC's New Stampede3 Advances NSF Supercomputing Ecosystem

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TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Rivian and Alphabet.

Top Wall Street analysts see solid potential in these five stocks

Dell Technologies is a promising business with robust long-term investment potential, despite facing a challenging macroeconomic environment and soft demand from consumers and enterprises due to cautious IT spending. Dell's Infrastructure Solutions Group segment, which accounts for 40% of its revenue and focuses on cloud operations, on-premises storage infrastructure, and AI technologies, presents significant growth potential for the company. Despite a decrease in revenue YoY, Dell's strong cost discipline resulted in a strong YoY and sequential gross margin performance, and the company is committed to its long-term targets.

Dell: This Industry Leader Is Still Undervalued

Dell Technologies signed a definitive agreement to buy Moogsoft, an AI-driven provider of intelligent monitoring solutions that support development operations and information technology operations.

Dell to acquire AI-driven IT provider Moogsoft

ROUND ROCK, Texas , July 19, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announced it has signed a definitive agreement to acquire Moogsoft, an AI-driven provider of intelligent monitoring solutions that support DevOps and ITOps. This transaction will further enhance Dell's AIOps capabilities, as part of its longstanding approach of embedding AI functionality within its product portfolio and as a critical component of its "multicloud by design" strategy.

Dell Technologies Announces Intent to Acquire Moogsoft

ROUND ROCK, Texas , July 17, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call July 27 at 3 p.m. CT / 4 p.m.

Dell Technologies to Hold Investor Conference Call July 27 to Discuss its Corporate Sustainability Strategy

Hewlett Packard

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Several computer companies are attractive at the moment with their stocks still appearing to be undervalued despite the magnificent rally among tech stocks this year.

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Fintel reports that Silver Lake Group, L.L.C. has filed a 13D/A form with the SEC disclosing ownership of 90.77MM shares of Dell Technologies Inc – Class C (DELL). This represents 26.0% of the company.

Silver Lake Group, L.L.C. Now Owns 26% of Dell Technologies

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The Nasdaq index is up 30% on the year. However, there are still bargains to be found among the wide-ranging world of tech stocks.

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ROUND ROCK, Texas , June 29, 2023 /PRNewswire/ -- Dell Technologies Inc. ("Dell Technologies") (NYSE: DELL) today announced that, in connection with the previously announced cash tender offers (collectively, the "Offers") by Dell Inc., its wholly-owned subsidiary ("Dell"), for up to $1.0 billion aggregate principal amount (the "Aggregate Tender Cap") of the debt securities listed in the table below (collectively, the "Securities" and each referred to as a "series" of Securities) from each registered holder of Securities (individually, a "Holder," and collectively, the "Holders"), $2,089,943,000 in aggregate principal amount of the 6.020% Senior Notes due 2026 was validly tendered and not validly withdrawn at or prior to 5:00 p.m., New York City time, on June 29, 2023 (the "Early Tender Deadline"), in the aggregate amounts as shown in the table below.

Dell Technologies Announces Early Results for Cash Tender Offers for Certain Outstanding Debt Securities

ROUND ROCK, Texas , June 28, 2023 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that it will host an "Ask the Experts" Q&A session on July 17 at 1:45 p.m. CT. Leaders from Dell Technologies will discuss current technology trends and how the company is innovating across its leading capabilities, with a focus on AI/ML, multicloud, edge, and Zero Trust.

Dell Technologies to Hold "Ask the Experts" Q&A

Dell Technologies NYSE: DELL have risen nearly 60% since the stock found a sensible bottom during the fourth quarter of 2022. The momentum in the stock's advance during this time could be seen as a 'forward looking' behavior in part of the broader markets, as the bottlenecks and demand issues in the overall personal computer industry began to clear up.

Dell Maintains Its Dividend Payout, Sign Of Better Things To Come

Dell Technologies presents a growth opportunity due to advancements in AI, particularly in the AI-optimized server market. The company's financials are mixed, but with conservative estimates of future revenue growth, it is a buy for long-term investors. The Client Solutions Group segment may continue to drag down profits, but the Infrastructure Solutions Group has potential to outperform with AI advancements.

Dell Technologies: A Solid Company Even With Conservative Estimates

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AI's major bottleneck is a lack of computing power, with supercomputers needed for the training and testing of data. The amount of AI networks created and tested is set to increase exponentially over the next six years, with the computing power improving 250,000 times.

As AI Evolves, Which Stocks Make Sense? Kirk Spano With Ramy Taraboulsi

An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano. Neural networks, hype and building something we don't understand.

AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano

Dell Technologies Inc. (NYSE:DELL ) Bank of America 2023 Global Technology Conference Call June 6, 2023 12:20 PM ET Company Participants Sam Burd - President of CSG Conference Call Participants Wamsi Mohan - Bank of America Wamsi Mohan Hi, everyone. Thank you for joining us here at the Bank of America Global Technology Conference.

Dell Technologies Inc. (DELL) Presents at Bank of America 2023 Global Technology Conference (Transcript)

Broadcom

Broadcom (AVGO) and Dell Technologies (DELL) are two notable technology companies that were able to beat earnings expectations last week. Both companies are also trending names in the landscape of artificial intelligence which has continued to gain steam.

Time to Buy Broadcom (AVGO) or Dell Technologies (DELL) Stock After Earnings

Analysts tripped over themselves raising their price targets on the tech hardware retailer. This followed a rather encouraging quarterly earnings report.

Why Dell Technologies Stock Rocketed 4% Higher on Friday

Dell Technologies' (DELL) first-quarter fiscal 2024 results continue to reflect sluggish PC demand, hurting Client Solutions Group business.

DELL Q1 Earnings Beat Estimates, Lower PC Sales Hurt Revenues

Computer hardware giant Dell Technologies NYSE: DELL exceeded Wall Street's expectations for its fiscal first quarter, driving a brief rise in Dell stock. The Texas-based company reported adjusted earnings of $1.31 per share on sales of $20.92 billion for the first quarter.

Dell Tops Q1 Estimates but Fails to Deliver on Guidance

Dell Technologies Inc. (NYSE:DELL ) Q1 2024 Earnings Conference Call June 1, 2023 4:30 PM ET Company Participants Rob Williams - Head of Investor Relations Chuck Whitten - Co-Chief Operating Officer Tom Sweet - Chief Financial Officer Yvonne McGill - Corporate Controller Jeff Clarke - Vice Chairman and Co-Chief Operating Officer Tyler Johnson - Senior Vice President & Treasurer Conference Call Participants Erik Woodring - Morgan Stanley Wamsi Mohan - Bank of America Amit Daryanani - Evercore Toni Sacconaghi - Bernstein Shannon Cross - Credit Suisse David Vogt - UBS Samik Chatterjee - JPMorgan Michael Ng - Goldman Sachs Simon Leopold - Raymond James Tim Long - Barclays Sidney Ho - Deutsche Bank Operator Good afternoon, and welcome to the Fiscal Year 2024 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.

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