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

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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.

Dell Technologies Inc. DELL shares are trading higher after the company reported better-than-expected second-quarter financial results yesterday.

Dell's AI Server Margins And PC Market Recovery Signal Earnings Growth, Say Analysts

Dell Technologies' second-quarter fiscal 2025 results reflect strong demand for AI-optimized servers.

DELL Beats Q2 Earnings Estimates: Will Higher FY25 View Lift Shares?

Robust data-center hardware sales helped Dell Technologies beat expectations for its fiscal second quarter. The news drove Dell stock higher on Friday.

AI Computer Sales Fuel Dell's Better-Than-Expected Q2 Results

Dell stock is higher Friday after the PC maker beat Q2 expectations, but analysts think there's more room to run. Here's what you need to know.

Wall Street Thinks Dell Stock Has More Room to Run After Earnings

Marvell Technology

Shares of Dell Technologies Inc (NYSE:DELL) and Marvell Technology Inc (NASDAQ:MRVL) are moving higher following their respective earnings reports.

2 Tech Stocks Making Moves After Earnings

U.S. stocks traded mostly higher this morning, with the Nasdaq Composite gaining over 100 points on Friday.

Nasdaq Jumps Over 100 Points; Dell Posts Upbeat Results

DELL has seen solid earnings estimate revisions and robust stock price upside potential.

Should You Start Accumulating DELL Shares After Q2 Results?

Shares of Dell Technologies rose 6% in premarket trading on Friday, after robust demand for its artificial intelligence-powered servers propelled the company to raise its full-year earnings and revenue forecasts.

Dell shares jump as AI server demand boosts results, forecasts

Abercrombie & Fitch

As revealed in the second quarter, many of the largest companies in the S&P 500 managed to surpass Wall Street expectations, set a winning tone for the rest of the year, and determine potential investments that could yield profits as soon as Q4 2024.

2 stocks to turn $1,000 into $10k in Q4 2024

Many AI stocks have skyrocketed recently, but some top-notch options remain modestly priced. Dell has a growing backlog of unfilled AI orders, currently worth $3.8 billion.

Artificial Intelligence (AI) Stocks Are Soaring in Price. Here Are 2 Bargains.

Texas-headquartered technology company Dell Inc. (NASDAQ:DELL) hit a new sales record in its Infrastructure Solutions Group (ISG), comprising server, storage and networking hardware, in the second quarter. Total ISG revenue came to $11.6 billion, up a stellar 38% year on year, thanks to soaring global data infrastructure demand.

Dell's server business reaches new record in sales

Upgraded Dell to 'Strong Buy' with a one-year target price of $190, driven by rapid growth in AI-optimized servers and networking portfolio. Dell's AI server revenue surged to 12.4% of total revenue, with a record $3.8 billion backlog, highlighting strong growth potential. Anticipate 14% revenue growth in FY24, primarily from AI servers, with normalized revenue growth projected at 9.3% from FY25 onwards.

Dell Q2: AI Servers Will Likely Represent 15% Of Revenue Soon, Upgrade To 'Strong Buy'

Dell Technologies Inc. (NYSE:DELL ) Q2 2025 Earnings Conference Call August 29, 2024 4:30 PM ET Company Participants Rob Williams - Head, IR Jeff Clarke - Vice Chairman and COO Yvonne McGill - CFO Tyler Johnson - Senior VP and Treasurer Conference Call Participants Amit Daryanani - Evercore Ben Reitzes - Melius Research Erik Woodring - Morgan Stanley Toni Sacconaghi - Bernstein Asiya Merchant - Citi Samik Chatterjee - JPMorgan Michael Ng - Goldman Sachs Wamsi Mohan - Bank of America Aaron Rakers - Wells Fargo David Vogt - UBS Simon Leopold - Raymond James Steven Fox - Fox Advisors Operator Good afternoon, and welcome to the Fiscal Year 2025 Second 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 rebroadcasting of this information in whole or part without the prior written permission of Dell Technologies is prohibited.

Dell Technologies Inc. (DELL) Q2 2025 Earnings Call Transcript

The headline numbers for Dell Technologies (DELL) give insight into how the company performed in the quarter ended July 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Dell Technologies (DELL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Autodesk

Lululemon Athletica

MongoDB

Personal Consumption Expenditures (PCE) are out in Friday's pre-market, which is the second-most-important report of the week.

Dow Posts New High Close; DELL, LULU, ADSK and MDB Beat in Q2

Dell Technologies (DELL) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $1.74 per share a year ago.

Dell Technologies (DELL) Q2 Earnings and Revenues Top Estimates

Dell Technologies (DELL) shares jumped after the bell Thursday following second-quarter revenue that cleared analysts' expectations on the strength of artificial intelligence (AI) sales.

Dell Stock Rises After Company Reports Stronger-Than Expected Earnings, AI Server Surge

Dell Technologies posted better-than-expected results for its July quarter, boosted by strong demand for its servers powered by artificial intelligence.

Dell Stock Rises on Strong Earnings. AI Server Demand Is Booming.

Dell has emerged as a top vendor for AI-oriented servers, especially those based around Nvidia chips. Demand has skyrocketed from a handful of businesses and cloud providers that are investing billions in developing next-generation AI.

Dell beats estimates as server sales soar 80%, riding AI wave

Dell Technologies beat Wall Street estimates for second-quarter revenue on Thursday, driven by strong demand for its AI-powered servers amid a recovering personal computer market.

Dell beats second-quarter revenue estimates on strong AI server demand

News summary Second quarter revenue of $25.0 billion, up 9% year over year Record Infrastructure Solutions Group (ISG) revenue of $11.6 billion, up 38% year over year, with record servers and networking revenue of $7.7 billion, up 80% Client Solutions Group (CSG) revenue of $12.4 billion, down 4% year over year, with commercial client revenue flat at $10.6 billion Diluted earnings per share of $1.17, up 86% year over year, and non-GAAP diluted earnings per share of $1.89, up 9% ROUND ROCK, Texas , Aug. 29, 2024 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2025 second quarter. Revenue was $25.0 billion, up 9% year over year.

Dell Technologies Delivers Second Quarter Fiscal 2025 Financial Results

SecureWorks Corp.

Personal computer maker Dell Technologies is again exploring a possible sale of SecureWorks , after unsuccessful earlier attempts to find a buyer for the U.S. cybersecurity firm, according to people familiar with the matter.

Exclusive: Dell attempts to sell cybersecurity firm SecureWorks again, sources say

UPDATE—Aug. 29, 2024: This article has been updated to reflect more recent share price information.

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

Dell Technologies Inc. DELL will release earnings results for its second quarter, after the closing bell on Thursday, Aug. 29.

Dell Gears Up For Q2 Print; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Dell Technologies Inc DELL will be reporting its second-quarter earnings on Wednesday. Wall Street expects $1.71 in EPS and $24.138 billion in revenues as the company reports after market hours.

News for Dell Technologies Stock (DELL)