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.

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

DELL or DT: Which Is the Better Value Stock Right Now?

ROUND ROCK, Texas, May 13, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, May 27, 2021, at 4:30 p.m. CDT to discuss its fiscal 2022 first quarter financial results.

Dell Technologies to Hold Conference Call May 27 to Discuss First Quarter Fiscal 2022 Financial Results

Dell Technologies (DELL) pulled back to a historically bullish trendline that could send shares closer to a record peak.

History Says DELL Could Make a Comeback

Dell Technologies Inc's (NYSE: DELL) Michael S. Dell expects the semiconductor chip crisis to extend for several years despite the construction of global factories, Reuters reports based on a statement to Germany's Handelsblatt newspaper.

Dell's Chief Projects Semiconductor Chip Crunch To Extend For Multiple Years: Reuters

A worldwide lack of semiconductors is proving a challenge for computer manufacturers, but the shortage is likely to persist for some years, the chief executive and founder of Dell Technologies told Germany's Handelsblatt newspaper.

Dell chief executive sees chip shortage lasting a few years

Dell confirmed a previous strategy to spin off its stake in VMware.

Why Shares of Dell Technologies Rose 11.5% in April

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Dell imagines a future in which businesses are faster, smarter and better.

Dell lays out its plans for the future

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Dell, iRobot, KKR, Lyft and More Wednesday Afternoon Analyst Calls

ROUND ROCK, Texas, May 5, 2021 /PRNewswire/ -- Dell Technologies World -- News summary  Collaboration with Equinix expands access to Dell Technolgies APEX, offering organizations the flexibility to benefit from the as-a-Service offering wherever it delivers the most value Offers simplicity of IT capabilities owned, deployed, supported and billed on a single invoice from Dell Technologies, deployed at an Equinix data center Customers can adopt a hybrid or multi-cloud strategy and connect IT spending with their unique requirements and needs to scale IT up or down Full story  Dell Technologies (NYSE:DELL) announces an expanded collaboration with global digital infrastructure company Equinix to broaden availability of Dell Technologies APEX via Equinix International Business Exchange™ data centers. With Dell-managed infrastructure and Platform Equinix®, organizations can meet unpredictable IT and storage requirements more efficiently when subscribing to APEX Data Storage Services at an Equinix location.

Dell Technologies Collaborates with Equinix to Deliver APEX as-a-Service Experience

ROUND ROCK, Texas, May 5, 2021 /PRNewswire/ --  News summary COVID-19 Long haulers study to create personalized health risk scores and drug treatment recommendations based on patients' unique medical history and genetics AI-driven research and digital twins will support hospitals and research centers globally and contribute to Dell's goal to use technology and scale to advance health, education and economic opportunity for 1 billion people by 2030 Full story Dell Technologies (NYSE:DELL) is helping i2b2 tranSMART Foundation, a non-profit open-source research organization, mobilize huge amounts of global de-identified patient data to create virtual models of patients – known as digital twins – to treat impacts of long-haul COVID-19. Through Dell Technologies' modern infrastructure, the i2b2 tranSMART community will use de-identified patient data to produce digital twins.

Dell Technologies and i2b2 tranSMART Foundation Create "Digital Twins" to Treat Long-Haul COVID-19

ROUND ROCK, Texas, May 5, 2021 /PRNewswire/ -- Dell Technologies World News summary Dell Technologies provides a consistent approach to infrastructure, data, applications and security for a future with millions of systems at the edge Dell EMC Streaming Data Platform brings real-time analytics to the edge of the network New manufacturing edge offering helps improve productivity and margins by consolidating critical applications Duos Technologies uses edge infrastructure to complete railcar inspections 120x faster Full story Dell Technologies (NYSE:DELL) is unveiling solutions and partnerships designed to extract more value from data at the edge. The new offerings are part of the company's edge strategy to deliver fully integrated technologies that allow workloads to run and be managed across multiple clouds and applications.

Dell Technologies Unlocks Value of Data at the Edge

ROUND ROCK, Texas, May 5, 2021 /PRNewswire/ -- Dell Technologies World -- News summary APEX Data Storage Services delivers a simplified storage as-a-Service experience APEX Cloud Services provides a consistent cloud experience across public cloud, private cloud and at the edge APEX Custom Solutions offers flexible payment and IT management services for the industry's broadest infrastructure portfolio Customers can manage the lifecycle of their APEX offers in one place through the APEX Console Dell Technologies and Equinix collaborate to extend the reach of APEX to colocation sites Full story Dell Technologies (NYSE: DELL) unveils its APEX portfolio of as-a-Service offerings to simplify how businesses consume technology. Building on its IT as-a-Service expertise, Dell Technologies APEX reduces the time and complexity of acquiring, managing, maintaining and servicing physical IT infrastructure.

Dell Technologies APEX Transforms How the World Consumes Technology

PC maker Dell Technologies has reached a deal to sell its cloud business, Boomi, to global investment firm Francisco Partners and private-equity platform TPG Capital. "Boomi has flourished as part of Dell Technologies, growing exponentially since we acquired them in 2010.

Dell Sells Boomi In $4 Billion Deal With Francisco And TPG

It's widely known that Dell has a debt problem left over from its massive acquisition of EMC in 2016, and it seems to be moving this year to eliminate part of it in multi-billion chunks. The first step was spinning out VMware as a separate company last month, a move expected to net close to […]

Dell dumps another big asset moving Boomi to Francisco Partners and TPG for $4B

Global investment firm Francisco Partners and private equity platform of global alternative asset firm TPG, TPG Capital, inked an agreement with Dell Technologies Inc (NYSE: DELL) to acquire cloud-based integration platform as a service (iPaaS) provider, Boomi, in a cash transaction valued at $4 billion. The financial terms of the transaction were not disclosed.

Dell To Sell iPaaS Provider Boomi For $4B

Francisco Partners and TPG Capital announced that they have entered into a definitive agreement with Dell Technologies (NYSE:DELL) to buy Boomi. These are the details.

Dell To Sell Boomi To Francisco Partners And TPG In $4 Billion Deal

Dell Technologies Inc., is close to a deal to sell its Boomi cloud business to private-equity firms Francisco Partners and TPG, according to people familiar with the matter, part of a larger reordering of the PC and data-storage giant's business.

The Wall Street Journal: Dell may sell its Boomi cloud business to private equity firms

CHESTERBROOK, Pa., ROUND ROCK, Texas, and SAN FRANCISCO, May 2, 2021 /PRNewswire/ -- Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, and TPG Capital, the private equity platform of global alternative asset firm TPG, have entered into a definitive agreement with Dell Technologies (NYSE:DELL) to acquire Boomi, a leading provider of cloud-based integration platform as a service (iPaaS).

Francisco Partners and TPG to Acquire Boomi from Dell Technologies

DELL vs. DT: Which Stock Should Value Investors Buy Now?

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Demand for cloud infrastructure and services continues to surge, putting the focus on Microsoft (MSFT), Hewlett Packard (HPE), Cisco Systems (CSCO), Adobe (ADBE) and Dell (DELL)

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ROUND ROCK, Texas, April 28, 2021 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces a Financial Analyst Q&A session to be held on Wednesday, May 5, 2021 at 1:30 p.m. CT / 2:30 p.m.

Dell Technologies to Hold Financial Analyst Q&A at Dell Technologies World 2021

SecureWorks Corp.

ROUND ROCK, Texas and ATLANTA, April 26, 2021 /PRNewswire/ -- News summary New Dell Technologies Managed Detection and Response service powered by Secureworks® Taegis™ XDR secures businesses' IT environments with fully managed, 24/7 service monitoring, detection and response to threats With an easy-to-consume subscription model, companies with 50 or more endpoints can take advantage of Managed Detection and Response to get expert assistance for quick threat remediation and recovery Secureworks Taegis XDR security analytics software detects advanced threats, and automates the right actions Full story Dell Technologies (NYSE: DELL) and Secureworks (NASDAQ: SCWX) announce a new subscription-based service from Dell that secures and protects customers' IT environments against cybersecurity threats and provides remediation. The new Dell Technologies Managed Detection and Response powered by Secureworks® Taegis™ XDR provides 24/7 security across endpoint devices, data center networks and cloud environments, improving customers' security posture while significantly reducing the burden on IT teams.

News for Dell Technologies Stock (DELL)