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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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 likely will be a major beneficiary of troubles at rival Super Micro Computer, analysts say. Dell stock jumped Wednesday.

Dell Poised To Gain Market Share Amid Super Micro's Troubles

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It

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Are Computer and Technology Stocks Lagging Dell Technologies (DELL) This Year?

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Dell Technologies (DELL) concluded the recent trading session at $120.66, signifying a -1.54% move from its prior day's close.

Dell Technologies (DELL) Stock Declines While Market Improves: Some Information for Investors

The tech giant has set the stock market on fire since the beginning of 2023, and it looks like more is coming.

Where Will Dell Technologies Stock Be in 3 Years?

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Dell Technologies (DELL) is a Top-Ranked Momentum Stock: Should You Buy?

In the closing of the recent trading day, Dell Technologies (DELL) stood at $125.66, denoting a -0.63% change from the preceding trading day.

Dell Technologies (DELL) Declines More Than Market: Some Information for Investors

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News Summary Secureworks shareholders to receive $8.50 per share in cash Sophos intends to integrate solutions from both companies into a broader and stronger security portfolio for all small, mid- and enterprise customers By combining complementary AI-driven security platforms powered by automated prevention, detection and response, the two organizations can deliver advanced solutions for defeating modern, persistent adversaries even faster The deal is expected to strengthen the security community by bringing together two industry leaders with shared mission-driven cultures OXFORD, United Kingdom and ATLANTA, Oct. 21, 2024 (GLOBE NEWSWIRE) -- Sophos and Secureworks ® (NASDAQ:SCWX), two global leaders of innovative security solutions for defeating cyberattacks, today announced a definitive agreement for Sophos to acquire Secureworks. The all-cash transaction is valued at approximately $859 million.

Sophos to Acquire Secureworks to Accelerate Cybersecurity Services and Technology for Organizations Worldwide

Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know

New integrated rack, server and storage enhancements power high-performance AI workloads Round Rock, TEXAS , Oct. 15, 2024 /PRNewswire/ --                                                      News summary Dell Integrated Rack 7000 offers liquid cooled high density compute infrastructure with scalable power management Dell PowerEdge XE9712 is an NVIDIA GB200 NVL72-based platform targeted toward the largest AI GPU clusters for large language model (LLM) training and real-time inference Dell PowerEdge M7725 is a direct-to-chip liquid cooled 5th Gen AMD EPYC-based system for high-performance, dense compute Dell PowerScale advancements deliver increased capacity, accelerate AI workload performance and improve data discoverability Dell Data Lakehouse and Dell Services simplify how customers access and manage their data Dell Generative AI Solutions with Intel provide AI optimized solutions for any size workload Full story Dell Technologies (NYSE: DELL) introduces new integrated rack-scalable systems, server, storage and data management innovations to the Dell AI Factory, powering high density computing and AI workloads at scale. "Today's data centers can't keep up with the demands of AI, requiring high density compute and liquid cooling innovations with modular, flexible and efficient designs," said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies.

Dell AI Factory Transforms Data Centers with Advanced Cooling, High Density Compute and AI Storage Innovations

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Better AI Stock: Super Micro Computer vs. Dell Technologies

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AI Is About to Change the PC Market: 2 Stocks to Buy Now

Dell is gaining strength in the AI server market, positioning itself for long-term growth in this high-demand sector. The anticipated 2026 PC upgrade supercycle offers a major revenue boost opportunity. Dell's diversified business model reduces risk, balancing weaker PC sales with strong AI server growth.

Dell: Unveiling The Quiet Revolution

The latest trading day saw Dell Technologies (DELL) settling at $128.35, representing a +0.49% change from its previous close.

Dell Technologies (DELL) Advances But Underperforms Market: Key Facts

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Additions to the world's broadest GenAI solutions portfolio empower organizations with flexible AI solutions SAN FRANCISCO , Oct. 10, 2024 /PRNewswire/ --  News Summary Additions to the Dell AI Factory span infrastructure, solutions and services to simplify and speed enterprise AI adoption Five new Dell PowerEdge servers with AMD 5th Generation EPYC processors deliver industry-leading AI performance, efficiency and flexibility at scale Dell Generative AI Solutions for AMD simplify AI deployment with significant time-to-value improvements The Dell Enterprise Hub now supports Dell PowerEdge XE9680 with AMD InstinctTM MI300X accelerators to securely deploy the latest Llama and Mixtral models Dell Implementation Services for Generative AI Platform provides easy to manage, secure on-premises AI platform solutions to speed AI innovation Full story  AMD Advancing AI – Dell Technologies (NYSE: DELL) expands the world's broadest generative AI (GenAI) solutions portfolio with Dell AI Factory additions tailored for AMD environments. These solutions offer enterprises enhanced AI capabilities, including greater scalability and flexibility, to stay competitive in the evolving technology landscape.

Dell Technologies Expands Dell AI Factory with New PowerEdge Servers to Accelerate Enterprise AI Adoption

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Here's Why Dell Technologies (DELL) is a Strong Value Stock

Dell Technologies Inc. (DELL, Financial) has successfully completed a public offering of senior notes, raising a total of $1.5 billion. The offering, which took place on October 8, 2024, involved two wholly-owned subsidiaries of Dell Technologies, Dell International L.L.C.

Dell Technologies (DELL) Completes $1.5 Billion Senior Notes Offering

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Although DELL's AI push and cheap valuation are attractive, contracting gross margin and weakness in consumer PC shipment are near-term headwinds.

DELL Rises 56% Year to Date: Can AI Focus Push the Stock Higher?

Long-established in the Hardware industry, Dell Technologies Inc (DELL, Financial) has enjoyed a stellar reputation. It has recently witnessed a daily gain of 1.02%, juxtaposed with a three-month change of -17.23%.

Is Dell Technologies Inc (DELL) Set to Underperform? Analyzing the Factors Limiting Growth

Michael Dell (Trades, Portfolio), the founder and CEO of Dell Technologies (DELL, Financial), has recently sold a significant stake in his own company, unloading approximately $1.2 billion worth of shares at an average price of $122.40 each. Despite this sale, he still retains 16.9 million shares, maintaining the largest holding in the company.

Michael Dell Sells $1.2B in Stock, Cuts Stake After S&P 500 Inclusion and AI Growth

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News for Dell Technologies Stock (DELL)