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.

ROUND ROCK, Texas, Oct. 19, 2021 /PRNewswire/ -- The Dell Technologies (NYSE: DELL) board of directors has approved distribution of a special stock dividend to Dell Technologies stockholders of all its shares of Class A and Class B common stock of VMware, Inc. This represents approximately 81% of the outstanding shares of VMware common stock. Each share of VMware Class B common stock will be converted into one share of VMware Class A common stock in connection with the distribution and prior to the receipt by Dell Technologies stockholders of such shares.

Dell Technologies Announces Record and Distribution Date for VMware Spin-Off Special Dividend

Dell Technologies (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Dell Technologies (DELL) Soars to 52-Week High, Time to Cash Out?

Michael Dell spoke with CNBC about his responsibilities as a billionaire, Texas's abortion law, M&A and buying a professional sports team.

Michael Dell says he isn't interested in big M&A but he may consider buying a sports team

Dell Technologies Inc on Wednesday said it will release software designed to help telecommunications carriers manage the computers in their networks, deepening its push to become a major player in 5G technology.

Dell to release software to help telcos manage 5G networks

ROUND ROCK, Texas, Oct. 13, 2021 /PRNewswire/ -- News summary Dell EMC VxRail satellite nodes extend automation and lifecycle management capabilities to smallest configuration to date for edge workloads Dell Technologies Validated Design for Manufacturing Edge with Litmus helps manufacturers make quick decisions to improve quality and reduce costs Dell EMC Edge Gateway connects multiple edge devices across operational technology and IT environments to deliver real-time data insights Dell EMC Streaming Data Platform optimizes GPUs to ingest streaming video and supports real-time analytics on Dell EMC VxRail and PowerEdge systems Dell Latitude Rugged laptops can withstand harsh edge environments while maintaining high levels of performance and connectivity Full story Dell Technologies (NYSE: DELL) announces edge innovations across its infrastructure and PC portfolio to help organizations simplify deployments and capture more value from data generated and processed outside the traditional data center and public cloud—from rugged and remote locations to retail stores and factory floors. "The edge is technology's next great frontier, and it's all around us, everywhere from retail to manufacturing, smart cities and hospitals," said Michael Dell, chairman and chief executive officer, Dell Technologies.

Dell Technologies Edge Advancements Extend IT Beyond the Data Center

ROUND ROCK, Texas, Oct. 13, 2021 /PRNewswire/ -- News summary  Dell Technologies Bare Metal Orchestrator software gives communication service providers an agile and cost-effective way to deploy and operate their open network infrastructure across diverse geographies New telecom solutions with Mavenir and Wind River bolster Dell's open ecosystem of industry partners Dell Technologies Respond and Restore for Telecom service provides expert support of Dell's network infrastructure for quick network resolutions Full story  Dell Technologies (NYSE:DELL) introduces new telecom software, solutions and services to help communications service providers (CSPs) accelerate their open, cloud-native network deployments and create new revenue opportunities at the edge. To support the massive growth of data expected from 5G applications and services, CSPs are moving compute infrastructure to the edge and looking to integrate a broad ecosystem of software vendors to capture new revenue opportunities.

Dell Technologies Telecom Software and Solutions Speed 5G and Open RAN Innovation

EPAM Systems

DELL vs. EPAM: Which Stock Is the Better Value Option?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Is Dell Technologies (DELL) a Great Value Stock Right Now?

ROUND ROCK, Texas, Oct. 6, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces a multi-year collaboration with creative entrepreneur, actor, and advocate, Yara Shahidi to inspire Gen-Z to use technology to drive their passions. Shahidi brings her passion for representation of diverse, young leaders to the Dell XPS brand to advise on inclusive creative campaigns and curate forthcoming collaborations.

Dell Technologies And Yara Shahidi Empower The Next Generation To Explore Their Passions

ROUND ROCK, Texas, Oct. 5, 2021 /PRNewswire/ -- VMworld --   News summary Dell Technologies APEX Cloud Services with VMware Cloud offers powerful, simplified multi-cloud experience Dell EMC ObjectScale software uses Kubernetes to reduce object storage costs and speeds application innovation Dell Technologies Validated Design for AI, jointly engineered with VMware and NVIDIA, helps enterprises get the most from data insights Full story Dell Technologies (NYSE: DELL) announces new cloud and IT offerings, co-engineered with VMware, to speed how organizations consume, manage and act on critical data. "Organizations are increasingly relying on multiple clouds and other emerging technologies to remain competitive in today's demanding business climate, with more than 90% of enterprises expected to rely on a mix of private clouds, various public clouds and existing infrastructure within the next year," said Jeff Boudreau, president and general manager of Dell Technologies Infrastructure Solutions Group.

Dell Technologies and VMware Drive Simplicity with New Multi-Cloud and Infrastructure Solutions

NIKE

Marriott Vacations Worldwide

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, like Nike & Dell

Top Wall Street analysts see long-term potential in these stocks

ROUND ROCK, Texas, Sept. 30, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) has appointed David Grain as its newest independent member of the Dell Technologies Board of Directors.

Dell Technologies Appoints David Grain to its Board of Directors

ROUND ROCK, Texas, Sept. 29, 2021 /PRNewswire/ -- News summary ProSupport Suite for PCs enhancements provide greater IT visibility, remote remediation, actionable recommendations and the industry's first automated custom update catalog management and deployment capabilities AI-driven support, tools and cloud portal now available for channel partners globally through ProSupport Suite for PCs New endpoint security offerings help prevent, detect and respond to threats and help deliver secure deployments of commercial PCs Full story In today's "do anything from anywhere" world, the PC is more than just a tool; it has become the key connection point for work and communication.

Dell Technologies Drives the Evolution of Modern Support and Security

Dada Nexus

JD.com

BEIJING, Sept. 28, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL), JD Group (NASDAQ: JD and HKEX: 9618), and Dada Group (NASDAQ: DADA), announced that they will strengthen their partnership in promoting the digital transformation of physical stores, creating an innovative omni-channel retail growth model and one-hour living circle, or services ecosystem, for digital products.

More Than 200 Dell Stores Launch on JD.com and Dada Group's JDDJ

VMware

The U.S. Internal Revenue Service confirmed the tax-free status of Dell Technologies Inc's (NYSE: DELL) planned spin-off of VMware Inc (NYSE: VMW) for federal income tax purposes. Dell had announced the prearranged spin-off of its 81% equity ownership interest in cloud computing and virtualization technology company VMware.

IRS Intimates Tax Free Status Of Dell-VMware Spin-Off

Dell is set to spin off VMware in November, and shareholder returns could follow.

Dell Is About to Become a Great Dividend Stock

Dell (DELL) expects to witness revenue CAGR of 3-4% and earnings CAGR of more than 6% through fiscal 2026. The company launches a share buyback plan of $5 billion.

DELL Offers Long-Term Outlook, Launches Share Buyback Program

Twitter

Salesforce

QuantumScape

Twitter, Salesforce, Dell and Quantumscape were our top stock trades for Friday. That said, let's look at how the charts are setting up now.

4 Top Stock Trades for Friday: TWTR, CRM, DELL, QS

Dell Technologies Inc (NYSE: DELL) announced long-term guidance, a share repurchase program and quarterly dividend plans for the first quarter of fiscal 2023 during Thursday's online Securities Analyst Meeting. Dell announced compounded annual revenue growth guidance of 3%-4% and compounded annual growth in non-GAAP EPS of 6%-plus through FY26.

Dell Rolls Out Share Buyback Of Up To $5B, Annual Dividend Up To $1B

Dell Technologies Inc. DELL, +0.57% offered a series of long-term guidance figures ahead of an analyst-day event Thursday. At the event, Dell plans to announce that it expects compound annual revenue growth of 3% to 4% through fiscal 2026, as well as compound annual growth in non-GAAP diluted earnings per share of at least 6% in the same span, according to a release.

Dell announces $5 billion share-buyback program

ROUND ROCK, Texas, Sept. 23, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will announce long-term guidance, a share repurchase program and outline its plans to begin paying quarterly dividends in its fiscal 2023 first quarter during its Securities Analyst Meeting taking place online today at 9:00 a.m.

Dell Technologies to Announce Long-Term Guidance, Share Repurchase Program and Dividend Intention at Securities Analyst Meeting Today

ROUND ROCK, Texas, Sept. 20, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will hold a securities analyst meeting on Thursday, September 23, 2021 at 9:00 a.m.

Dell Technologies to Hold Securities Analyst Meeting on September 23

AMC Entertainment

Alibaba

Coinbase

Cisco Systems

Microsoft

It was a volatile week for the major benchmarks, keeping with September's historically rocky market trends.

September Trading Rocked By More Seasonal Volatility

Dell Technologies Inc. (DELL) Presents at Citi 2021 Global Technology Virtual Conference (Transcript)

Dell Technologies Inc (NYSE: DELL) has rallied about 35% in the stock market this year, making up for a good opportunity to take profit. But Goldman Sachs' Rod Hall says it's a good idea to hold it a bit longer.

News for Dell Technologies Stock (DELL)