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 2023

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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) Presents at Evercore ISI Inaugural TMT Conference (Transcript)

Dell Technologies ( DELL , Financial) has been in the news the past couple of months for its ongoing deal to spin off its 81% stake in VMware ( VMW , Financial). There has been speculation over the VMware spinoff for more than a year as the transaction could not only allow for a significant cash injection into Dell but also help unlock shareholder value.

Dell Technologies Reports Another Earnings Beat

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Q.ai runs daily factor models to get the most up-to-date reading on stocks and ETFs. For this week, our deep-learning algorithms have identified Dell and Fidelity among other thematic stocks.

Dell And Fidelity Among This Week's Thematic Stocks

Dell Technologies Inc. (DELL) Michael Dell Presents at Annual Bernstein Strategic Decisions Conference (Transcript)

ROUND ROCK, Texas, June 2, 2021 /PRNewswire/ -- News summary Dell EMC VxRail systems based on latest Dell EMC PowerEdge servers offer faster performance and greater capacity New VxRail dynamic nodes support VMware HCI Mesh, allowing users to independently scale storage and compute for better resource management VxRail dynamic nodes with VMware Cloud Foundation introduce connectivity with Dell EMC PowerStore, PowerMax and Unity XT to support additional data intensive workloads VxRail HCI System Software introduces automated self-installation tools that give customers more deployment control Full story Dell Technologies (NYSE: DELL) announces Dell EMC VxRail hyperconverged infrastructure (HCI) systems with enhanced performance based on recently launched Dell EMC PowerEdge servers. The leader in HCI systems1 also delivers new software advancements and the introduction of dynamic nodes that evolve how customers use VxRail to more effectively use existing resources and support demanding workloads with Dell Technologies storage.

Dell Technologies Reimagines Dell EMC VxRail to Offer Greater Performance and Storage Flexibility

The price action in Dell Technologies Inc (NYSE: DELL) following its first-quarter report makes Dell the PreMarket Prep Stock of the Day. Sound Familiar?

PreMarket Prep Stock Of The Day: Dell Technologies

Dell Technologies has continued to see growth across its Client Solutions segment owing to growing hardware demand.

Dell Technologies: Further Upside Looks Likely

Dell Technologies Inc (NYSE: DELL) and HP Inc (NYSE: HPQ) estimated the ongoing semiconductor chip crisis to affect their laptop supply for 2021, despite beating the analyst consensus for their Q1 and Q2 FY21 results, Reuters reports. Dell CFO Thomas Sweet estimated the rising chip procurement costs to hit their current quarterly operating income by low to mid-single digits and affect their subsequent quarter revenue growth.

Dell, HP Expect Semiconductor Crisis To Constraint 2021 PC Supply: Reuters

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Here's a quick look at some earnings reports that were released after markets closed on Thursday.

Earnings Hits and Misses: Box, Costco, Dell, Gap, Salesforce

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Some of the stocks that may grab investor focus today are: Wall Street expects Big Lots, Inc. (NYSE: BIG) to report quarterly earnings at $1.69 per share on revenue of $1.53 billion before the opening bell. Big Lots shares gained 1.5% to $ $65.50 in after-hours trading.

5 Stocks To Watch For May 28, 2021

Dell Technologies Inc. (DELL) Q1 2022 Results - Earnings Call Transcript

Non-GAAP profits were $2.13 a share, blowing past the Street consensus view of $1.61. On a GAAP basis, the company earned $1.13 a share.

Dell Earnings Blow Past Estimates on Strong PC Sales

ROUND ROCK, Texas, May 27, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Michael Dell, Dell Technologies' chairman and chief executive officer and Yvonne McGill, corporate controller and chief financial officer of Infrastructure Solutions Group will each present at the following virtual conferences in: 2021 Bernstein Strategic Decisions Conference Wednesday, June 2, 2021 1:40 p.m. CT / 2:40 p.m.

Dell Technologies to Present at Investor Conferences the month of June

HP Inc (NYSE: HPQ) and Dell Technologies Inc (NYSE: DELL) made headlines late on Thursday as both companies reported quarterly financial results that topped Wall Street estimates on the back of strong notebook sales amidst the COVID-19 driven work-from-home situation. HP's financial results for the second quarter HP reported $1.2 billion (£840 million) of net […] The post HP and Dell report market-beating quarterly results appeared first on Invezz.

HP and Dell report market-beating quarterly results

Shares of Dell Technologies (NYSE:DELL) rose in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 58.96% year over year to $2.13, which beat the estimate of $1.61.

Dell Technologies: Q1 Earnings Insights

VMware

Ahead of a planned spinoff of Dell Technologies Inc.'s stake in VMware Inc., both companies reported earnings beats Thursday, but only one saw its stock gain in response.

Dell and VMware earnings send stocks in different directions

Dell Technologies Inc beat Wall Street estimates for quarterly revenue on Thursday as demand for its notebooks and software products was fueled by a pandemic-led remote working environment.

Dell beats revenue estimates on strong demand for remote working products

ROUND ROCK, Texas, May 27, 2021 /PRNewswire/ -- News summary Record first quarter revenue of $24.5 billion, up 12%, driven by growth across Infrastructure Solutions, Client Solutions and VMware business units Record first quarter operating income of $1.4 billion, up 96%, and record first quarter non-GAAP operating income of $2.7 billion, up 26% Diluted earnings per share up 495% to $1.13, non-GAAP diluted earnings per share up 59% to $2.13 Full story Dell Technologies (NYSE: DELL) announces record financial results for its fiscal 2022 first quarter. Revenue was up 12% to $24.5 billion.

Future-of-Work Solutions Power Dell Technologies' Record First Quarter Fiscal 2022 Financial Results

The Memorial Day holiday will effectively shut down the trickle of earnings reports beginning Friday and extending through Monday.

Earnings Previews: Box, Costco, Dell, Gap, Salesforce

On Thursday, May 27, Dell Technologies (NYSE:DELL) will release its latest earnings report. Benzinga's report can help you figure out the ins and outs of the earnings release.

Earnings Preview for Dell Technologies

Dell Technologies (DELL) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Dell Technologies (DELL) Might Surprise This Earnings Season

Dell Technologies' (DELL) first-quarter fiscal 2022 results are expected to reflect PC market share gain and improved server demand environment.

What's in Store for Dell Technologies (DELL) in Q1 Earnings?

Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Dell Technologies (DELL) Reports Next Week: Wall Street Expects Earnings Growth

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Company Adds Proven Sales Leader to Meet Cross-Sector Demand for Autonomous Cybersecurity Platform

News for Dell Technologies Stock (DELL)