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.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

C3.ai

Shopify

AI is the hottest thing in stocks right now. Nvidia's (NASDAQ: NVDA ) historic bull run, thanks to its AI-friendly business, is proof of this.

Exit Now! 3 AI Stocks to Sell in June 2024

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.

Should Value Investors Buy Dell Technologies (DELL) Stock?

Dell Technologies Inc. NYSE: DELL is a leading hardware, software, and services provider in the computer and technology sector. From personal computers, laptops, peripherals, monitors, and tablets to enterprise data center servers, networking equipment, and virtualization software, Dell is a one-stop shop for enterprises and consumers.

Dell Technologies Stock Gives Near-Term Pain for Long-Term Gain

Dell reported earnings in late May, and investors viewed the results as mixed. Further details shared by management position Dell as a strong AI business, making the sell-off potentially overdone.

1 Beaten-Down Artificial Intelligence (AI) Stock to Buy Hand Over Fist Right Now

Dell stock fell after the company pointed out in its latest report that its margins will remain under pressure. Booming AI server sales should help Dell overcome the near-term weakness that it is facing.

1 No-Brainer Artificial Intelligence (AI) Stock Down 26% to Buy Hand Over Fist Right Now

Alphabet

Micron Technology

NVIDIA

Here, we pick four top-ranked tech stocks - NVDA, DELL, GOOGL and MU - that have outperformed the broader equity market year to date and have the potential to increase further.

Buy These 4 High-Flying Tech Stocks That Can Rally Further

EMCOR Group

Powell Industries

Powell (POWL), EMCOR (EME) and Dell (DELL) are currently witnessing a short-term pullback in price. So, make sure you take full advantage of it.

3 Momentum Anomaly Stocks to Buy as Markets Gain From AI Rally

Dell Technologies helps enterprises install artificial intelligence-optimized servers.

Dell Stock Analysis: Here's What Investors Should Know

Super Micro Computer

Dell and Super Micro Computer are thriving due to the rising demand for artificial intelligence.

Should You Buy Dell Stock Instead of Super Micro Stock?

SOMERSET, N.J.--(BUSINESS WIRE)--A new survey commissioned by SHI International, one of North America's largest IT solutions providers, and Dell Technologies underscores the transformative potential of artificial intelligence (AI) while exposing significant gaps in preparedness at many research institutions. The Center for Digital Education conducted the survey of leaders and IT professionals across the higher education space in the United States and found that around 50% of research universiti.

SHI Survey Shows Only 13% of Research Institutions Are Prepared for AI

Dell Technologies stock got slammed as traders considered the company's AI server shipments. Yet even this sizable share price drop is a mere blip on the radar for long-term investors.

If You'd Invested $1,000 in Dell Technologies Stock a Year Ago, Here's How Much You'd Have Today

After reporting Q1 results after market hours last Thursday and falling -18% on Friday for what was its worst trading day since 2018, the post-earnings dip in Dell Technologies (DELL) stock is starting to look like a buying opportunity.

Time to Buy the Post Earnings Dip in Dell Technologies (DELL) Stock

Dell Technologies Inc (NYSE:DELL) stock suffered a sharp post-earnings drop at the end of May, after the company warned of margin pressure due to artificial intelligence (AI) investments, losing 17.9% for its worst daily percentage loss since December 2018.

Dell Technologies Stock Posing Bullish Entry Point

Dell stock crashed 20% after reporting. Is there a demand problem?

Dell Stock Earnings Crash -- a Problem for Nvidia?

Foot Locker

Kohl's

Corporate earnings continue to move stocks more than any other factor, barring unexpected shock events. And while a lot of stocks rise significantly after a company's quarterly results are made public, many stocks dive, opening up buying opportunities for investors who are on the hunt for bargains, particularly among blue-chip names.

Blue-Chip Bargain Hunters: 3 Top-Shelf Stocks at Discount Bin Prices

CNBC's Jim Cramer on Monday suggested investors buy Dell stock on the dip. "The main problem is that Dell failed to live up to irrationally high expectations, the expectations that fueled the stock's stunning rally this year," he said.

Jim Cramer explains why Dell is a buy on the dip

Dell Technologies reported mixed results with strength in AI server revenue and servers shipped, but flat growth in storage and decline in consumer PC sales. The company is well-positioned for a strengthened end of FY25 and continued strength in FY26 as enterprise customers transition to bringing AI models into production. I anticipate that storage, networking equipment, and endpoints will realize significant growth as AI/ML models are brought into production.

Dell's Selloff Opens The Door For A Buying Opportunity

Dell reported disappointing quarterly earnings figures that sent the stock price crashing down.

Should You Buy Dell Stock on the Dip?

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Is Most-Watched Stock Dell Technologies Inc. (DELL) Worth Betting on Now?

Salesforce

MongoDB

Okta

UiPath

SentinelOne

Veeva Systems

Salesforce's disappointing revenue and weak guidance sent the stock to its biggest drop since 2004. Many other enterprise technology companies offered similarly troubling commentary.

Software stocks got pummeled this week after a cluster of troubling earnings reports

Amazon

The Dow Jones Industrial Average, on the other hand, gained ground Friday as Salesforce bounced back.

Stock Market Today: Nasdaq Slips as Magnificent 7 Stocks Drop

Dell beat estimates in its Q1 report, but its overall growth was still weak. Its earnings guidance was below expectations.

Why Dell Stock Plunged Today

Dell Inc. (NASDAQ:DELL) shares plunged almost 22% on Friday after the tech titan failed to meet investors' high AI server expectations. In its latest update, the computer hardware specialist raised its revenue outlook for fiscal 2025, ending in February next year, to a range of $93.5 billion to $97.5 billion, which represents an 8% increase at the mid-point.

Dell shares plunge despite Q1 earnings beat driven by AI server demand

Dell stock is tanking after the PC maker beat Q1 estimates but issued a mixed outlook for its second quarter. Here's what you need to know.

Dell Stock Plunges Despite Q1 Beat: What To Know

Dell Technologies' (DELL) first-quarter fiscal 2025 results reflect strong demand for AI-optimized servers.

News for Dell Technologies Stock (DELL)