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.

Spin-offs typically involve the separation of a non-core subsidiary by a parent company seeking to maximize its underlying value to shareholders.

As Dell Technologies Prepares To Separate VMWare, Analysts Think Corporate Spin-Offs May Accelerate In Sign Of Confident Economic Outlook

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Older tech stocks can provide both income and growth while newer disruptive companies are overpriced in the current market. The post 7 Old Tech Stocks Plotting a New Tech Comeback appeared first on InvestorPlace.

7 Old Tech Stocks Plotting a New Tech Comeback

ROUND ROCK, Texas, April 20, 2021 /PRNewswire/ -- News summary New Dell EMC PowerStore software improves workload performance by up to 25% Artificial intelligence and machine learning enhancements drive cost savings and up to 15% lower workload latency New PowerStore 500 model offers lower cost, enterprise performance to businesses of all sizes Nearly twenty percent of PowerStore buyers are new to Dell Technologies storage Full story Dell Technologies (NYSE: DELL) is upgrading the performance of Dell EMC PowerStore enterprise storage systems with new software and automation capabilities. The company is also introducing the PowerStore 500, a lower-cost model suitable for a broader range of businesses and use cases with enterprise performance and features.

Dell Technologies Turns Up the Power on Dell EMC PowerStore with Greater Performance and Automation

VMware

Dell's parts still appear undervalued relative to the whole.

Dell Surges on VMware Spinoff Announcement: Here's Why It Can Go Even Higher

Dell Technologies' VMware spin-off will enable the company to raise new debt and pay off its existing debt. The transaction is smart because it enables the companies to unlock more debt from their capital profile, improving their financial potential and valuation.

Dell's VMware Spin-Off Is A Great Opportunity

Dell Technologies (DELL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Dell Technologies (DELL) Moves 6.7% Higher: Will This Strength Last?

The spin-out generates a large slug of cash Dell can use for debt relief, but could it have squeezed more money out of the deal?

Should Dell have pursued a more aggressive debt-reduction move with VMware?

Fresh from announcing a spinoff of VMware, Dell Technologies reportedly is looking to sell cloud business Boomi to reduce its debt and clean up its balance sheet. Dell stock rose.

Dell Stock Looks To Shed 'Conglomerate Discount' With Divestitures

Dell Technologies (DELL) will spin off its 80.6% stake in VMware (VMW), creating two publicly-traded companies and raising cash to pay down debt.

Dell Technologies (DELL) Set to Spin-off VMware in a $9B Deal

Dell's plan to spin its stake in VMware wasn't a big surprise to anyone. Nonetheless, the plan has investors and analysts jazzed about both stocks.

Dell's Plan to Spin VMware Is a Win-Win, Analysts Say. Why Both Stocks Can Go Higher.

Dell's long-expected sale of its 81% stake in VMware will be a boon to DELL stock holders and a positive to its strategy shift. The post DELL Stock: The VMware Spinoff News Boosting Dell Today appeared first on InvestorPlace.

DELL Stock: The VMware Spinoff News Boosting Dell Today

Dell Technologies Inc (NYSE: DELL) announced the prearranged spin-off of its 81% equity ownership interest in cloud computing and virtualization technology company VMware Inc (NYSE: VMW). The transaction will translate into two standalone listed companies.

Dell Stock Is Trading Higher After Announcing Planned VMware Spin Off

The stock price of Dell Technologies Inc (NYSE: DELL) increased by over 7% pre-market. This is why it happened.

DELL Stock: Over 7% Increase Pre-Market Explanation

Dell spent the last decade getting a corporate refurbishment with help from Silver Lake Partners and has emerged stronger than ever. DELL stock has doubled in the past 12 months.

Investors Cheering the Quiet Comeback of Dell Technologies

After years of being majority-owned by another company, VMware Inc. finally will separate from its parent, now Dell Technologies, but the deal will not resolve the underlying issues for the virtualization software maker.

MarketWatch First Take: VMware to finally come into its own in Dell spinoff, but strategic cloud remains

Dell announced a $9.7 billion deal to spin off its stake in VMware to create two standalone companie. The deal is expected to close in Q4.

Dell finally spins off VMware stake in $9.7B deal

After months-long negotiations, Dell Technologies announced Wednesday it plans to spin off its 81% ownership stake in VMWare.

Dell Technologies to spin off its ownership stake in VMWare

Dell stock popped in after-hours trading on Wednesday on news that it'll reap a big special cash dividend from the spinoff of VMware. Shares in VMware slipped a fraction.

Dell Stock Pops As VMware Spinoff Yields Big Tax-Free Special Cash Dividend

CEO Michael Dell said he expects the deal to help grow both companies and "unlock significant value for stakeholders."

Dell Stock Jumps on Plan to Spin Out Majority VMware Stake to Shareholders

The move should help Dell pay down debt it has accumuluated through its 2016 acquisition of EMC.

Dell jumps as it unveils VMware stock spinoff plan

Dell Technologies Inc. DELL shares rallied in the extended session Wednesday after the computer maker said it was finally spinning off its majority stake of VMware Inc. VMW. Dell shares surged 9% after hours, following a 0.2% rise in the regular session to close at $92.70.

Dell to finally spin off VMware stake

Dell announced this afternoon that it's spinning out VMware, a move that has been suspected for some time. Dell, which acquired VMware as part of the massive $67 billion EMC acquisition in 2015, owns approximately 80% of the stock and the company is expected to receive between $9.3 and $9.7 billion when the deal closes […]

Dell is spinning out VMware in a deal expected to generate over $9B for the company

Dell Technologies Inc said on Wednesday it would spin off its 81% stake in cloud computing software maker VMware, creating two standalone public companies. "By spinning off VMware, we expect to drive additional growth opportunities for Dell Technologies as well as VMware, and unlock significant value for stakeholders," said Michael Dell, chairman of the VMware's board, in a press release. "Both companies will remain important partners, with a differentiated advantage in how we bring solutions to customers."

Dell is spinning VMware out of its IT empire in a deal worth up to $9.7 billion (DELL)

ROUND ROCK, Texas, April 14, 2021 /PRNewswire/ -- Dell Technologies to spin-off its 81% equity ownership of VMware, forming two standalone public companies Under terms of the planned spin-off, VMware will distribute a special cash dividend of $11.5 - $12 billion to all VMware shareholders, including Dell Technologies The companies will strengthen their mutually beneficial strategic relationship and continue to co-engineer solutions for customers through a commercial agreement Transaction drives additional growth opportunities for Dell Technologies and unlocks significant value for stakeholders Dell Technologies (NYSE:DELL) announces the planned spin-off of its 81% equity ownership interest in VMware (NYSE:VMW). The transaction will result in two standalone companies positioned for growth in the data era.

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