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.

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Dell (NYSE: DELL ) layoffs are a hot topic on Tuesday after a recent filing revealed the company cut additional jobs to reduce costs. According to this latest filing, Dell reduced its headcount from 126,000 workers to 120,000 over the course of a year.

Dell Layoffs 2024: What to Know About the Latest DELL Job Cuts

Dell Technologies (DELL) shares are in focus Tuesday after the PC and laptop maker revealed in a regulatory filing late Monday that it has trimmed its workforce as part of a broader cost cutting initiative that also includes limiting external hiring and reorganizing staff to meet client priorities.

Dell Stock in Focus After PC Maker Discloses Job Cuts—Key Price Levels to Watch

Dell Technologies said on Monday it cut its workforce as part of a broader initiative to reduce costs.

Dell lays off workforce as part of broader cost cuts

In recent months, there has been a notable rise in insider trading among prominent CEOs, such as Mark Zuckerberg, Jeff Bezos, and Alex Karp. The latest addition to this trend is Michael Dell, the CEO of Dell (NYSE: DELL).

Monster insider trading alert for DELL stock

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Dell's AI Pivot: A Masterful Move or a Desperate Attempt to Stay Relevant?

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CHALFONT ST PETER, England--(BUSINESS WIRE)--RWS, a unique, world-leading provider of technology-enabled language, content and intellectual property solutions, today announces that Dell Technologies (“Dell”) has signed a multi-year agreement for Evolve, RWS's groundbreaking linguistic AI solution. Evolve, which offers transformative efficiency gains across the supply chain for organizations with substantial translation demands, will become a cornerstone of Dell's AI-powered localization strateg.

Dell Technologies signs multi-year deal for Evolve, RWS's linguistic AI Solution

Dell Technologies Inc. is experiencing a sequential improvement in their ISG and CSG segments, with a growing backlog driven by demand for AI infrastructure. Management remains optimistic about the demand for AI-enabling infrastructure as enterprises seek to enhance their own data centers for AI applications. I anticipate storage, networking, and device sales to follow improving server growth as enterprises seek to optimize and debottleneck their IT infrastructure.

Dell Has Untapped Upside Risk

It might not be much in the grand scheme of Nvidia Corp.-fueled stock bumps — but given the selloff today in artificial-intelligence stock plays, Dell Technologies Inc.'s move higher stands out.

Dell's stock gets an Nvidia bump, but AMD shares among chip names under pressure

Dell Technologies Inc (NYSE: DELL) is up 2.0% on Tuesday after it received a big compliment from Jensen Huang – the chief executive of Nvidia Corp (NASDAQ: NVDA). Nvidia says Dell is the best at what it does Huang sees $DELL as the best at “building end-to-end systems of very large scale for the enterprise”.

Dell received a big compliment from Nvidia CEO at the GTC 2024

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Third Point, the New York hedge fund started by activist investor Daniel Loeb, on Tuesday confirmed its part in financing a series of patent lawsuits against some of the world's top technology companies via a tiny California chip maker, called R2 Semiconductor.

Daniel Loeb's Third Point confirms it has been funding tiny chip maker's lawsuits against tech giants

New Dell AI Factory with NVIDIA is the industry's first end-to-end AI solution for enterprises spanning workstations, data centers and cloud to supercharge era of generative AI SAN JOSE, Calif. , March 18, 2024 /PRNewswire/ -- NVIDIA GTC 2024 News summary Dell AI Factory with NVIDIA is industry's first comprehensive AI solution to help enterprises quickly capitalize on AI investments Expanded Dell Generative AI Solutions portfolio helps improve results accuracy and model training, simplifies data access and optimizes the efficiency of processing and storage Dell PowerEdge to support new NVIDIA GPU configurations and rack scale NVIDIA GB200 NVL72 Full story Dell Technologies (NYSE: DELL) is strengthening its collaboration with NVIDIA to help enterprises adopt AI technologies.

Dell Offers Complete NVIDIA-Powered AI Factory Solutions to Help Global Enterprises Accelerate AI Adoption

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The news hit like a thunderbolt across the artificial-intelligence landscape: Apple Inc. and Alphabet Inc.'s Google are in discussions to bring the latter's Gemini AI tools to iPhone software.

These older tech companies are playing catch-up in genAI

Dell has entered the AI conversation thanks to incredible growth in its server business. The company believes businesses will ultimately opt to build internal AI infrastructure rather than outsource to cloud companies.

The PC Market May Be Soft, but 1 Part of Dell's Business Is Booming Like Never Before Thanks to AI

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PALO ALTO, Calif.--(BUSINESS WIRE)--R2 Semiconductor, a Third Point Ventures portfolio company (“R2”), today announced two important updates in its patent infringement case against German subsidiaries of Intel Corp (“Intel”) (Nasdaq: INTC) and its customers, Dell Technologies (“Dell”) (NYSE: DELL) and Hewlett Packard Enterprise Company and HP Inc. (together “HP”) (NYSE: HPE and HPQ). First, Intel's attempt to stay injunctions preventing sales of products using R2's patented technology in German.

R2 Semiconductor Announces Two Important Updates in Intel Patent Infringement Case

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Bank of America raised its price target on Dell stock on Wednesday to $130. Demand for AI-optimized servers is driving Dell's profits higher, says the analyst.

Dell Technologies Stock Has 18% Upside, According to 1 Wall Street Analyst

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News for Dell Technologies Stock (DELL)