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

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Earnings data Q4 2022

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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.

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Apple

Amazon

Alibaba

Alphabet

Intuitive Surgical

Microsoft

Oracle

Tesla

Western Digital

The popularity of artificial intelligence (AI) has to do with its application in virtually every sector and industry. Despite being the hottest thing since sliced bread, shares of AI infrastructure titan Nvidia were aggressively sold by three successful billionaire asset managers.

3 Billionaires Are Selling Artificial Intelligence (AI) Stock Nvidia and Buying These 10 AI Stocks Instead

CHALFONT ST PETER, England--(BUSINESS WIRE)--RWS, a unique, world-leading provider of technology-enabled language, content and intellectual property solutions, today announces that Dell Technologies (“Dell”) has signed a multi-year agreement for Evolve, RWS's groundbreaking linguistic AI solution. Evolve, which offers transformative efficiency gains across the supply chain for organizations with substantial translation demands, will become a cornerstone of Dell's AI-powered localization strateg.

Dell Technologies signs multi-year deal for Evolve, RWS's linguistic AI Solution

Dell Technologies Inc. is experiencing a sequential improvement in their ISG and CSG segments, with a growing backlog driven by demand for AI infrastructure. Management remains optimistic about the demand for AI-enabling infrastructure as enterprises seek to enhance their own data centers for AI applications. I anticipate storage, networking, and device sales to follow improving server growth as enterprises seek to optimize and debottleneck their IT infrastructure.

Dell Has Untapped Upside Risk

Advanced Micro Devices

NVIDIA

It might not be much in the grand scheme of Nvidia Corp.-fueled stock bumps — but given the selloff today in artificial-intelligence stock plays, Dell Technologies Inc.'s move higher stands out.

Dell's stock gets an Nvidia bump, but AMD shares among chip names under pressure

Dell Technologies Inc (NYSE: DELL) is up 2.0% on Tuesday after it received a big compliment from Jensen Huang – the chief executive of Nvidia Corp (NASDAQ: NVDA). Nvidia says Dell is the best at what it does Huang sees $DELL as the best at “building end-to-end systems of very large scale for the enterprise”.

Dell received a big compliment from Nvidia CEO at the GTC 2024

Intel

Third Point, the New York hedge fund started by activist investor Daniel Loeb, on Tuesday confirmed its part in financing a series of patent lawsuits against some of the world's top technology companies via a tiny California chip maker, called R2 Semiconductor.

Daniel Loeb's Third Point confirms it has been funding tiny chip maker's lawsuits against tech giants

New Dell AI Factory with NVIDIA is the industry's first end-to-end AI solution for enterprises spanning workstations, data centers and cloud to supercharge era of generative AI SAN JOSE, Calif. , March 18, 2024 /PRNewswire/ -- NVIDIA GTC 2024 News summary Dell AI Factory with NVIDIA is industry's first comprehensive AI solution to help enterprises quickly capitalize on AI investments Expanded Dell Generative AI Solutions portfolio helps improve results accuracy and model training, simplifies data access and optimizes the efficiency of processing and storage Dell PowerEdge to support new NVIDIA GPU configurations and rack scale NVIDIA GB200 NVL72 Full story Dell Technologies (NYSE: DELL) is strengthening its collaboration with NVIDIA to help enterprises adopt AI technologies.

Dell Offers Complete NVIDIA-Powered AI Factory Solutions to Help Global Enterprises Accelerate AI Adoption

Adobe

C3.ai

Salesforce

Cisco Systems

ServiceNow

SAP SE

Workday

The news hit like a thunderbolt across the artificial-intelligence landscape: Apple Inc. and Alphabet Inc.'s Google are in discussions to bring the latter's Gemini AI tools to iPhone software.

These older tech companies are playing catch-up in genAI

Dell has entered the AI conversation thanks to incredible growth in its server business. The company believes businesses will ultimately opt to build internal AI infrastructure rather than outsource to cloud companies.

The PC Market May Be Soft, but 1 Part of Dell's Business Is Booming Like Never Before Thanks to AI

Hewlett Packard

PALO ALTO, Calif.--(BUSINESS WIRE)--R2 Semiconductor, a Third Point Ventures portfolio company (“R2”), today announced two important updates in its patent infringement case against German subsidiaries of Intel Corp (“Intel”) (Nasdaq: INTC) and its customers, Dell Technologies (“Dell”) (NYSE: DELL) and Hewlett Packard Enterprise Company and HP Inc. (together “HP”) (NYSE: HPE and HPQ). First, Intel's attempt to stay injunctions preventing sales of products using R2's patented technology in German.

R2 Semiconductor Announces Two Important Updates in Intel Patent Infringement Case

DoorDash

GoDaddy

Cloudflare

Synopsys

Technology stocks have been the undisputed champions of Wall Street for the past 25 years. While they can be volatile in the short term, with sharp selloffs when markets correct, tech stocks have consistently outperformed over the long run.

7 Unstoppable Tech Stocks to Buy and Hold for the Next Decade

Celestica

VanEck Vectors Semiconductor ETF

Today's article takes us beyond basketball to introduce three stocks to buy in March. Forget buzzer-beaters and brackets, this March Madness is all about empowering your portfolio with artificial intelligence ( AI ).

March Market Madness: 3 Stocks That Are a Slam-Dunk for Your Portfolio

Apollo Global Management

Trade Desk

Dell Technologies Inc NYSE: DELL,  The Trade Desk Inc. NASDAQ: TTD and Apollo Global Management Inc. NYSE: APO represent a diverse group of companies but have something in common: They're large-cap stocks that aren't part of the S&P 500 but are outperforming the index.

Look Beyond S&P 500 for Big Winners Excluded From Index

Cava Group, Inc.

Celsius Holdings

CrowdStrike

Eli Lilly

SoundHound AI Inc

Uber

If you want to know which growth stocks to sell this month, you're in the right place. Growth stocks have had a tremendous start to 2024.

7 Growth Stocks to Sell in March Before They Crash & Burn

Bank of America raised its price target on Dell stock on Wednesday to $130. Demand for AI-optimized servers is driving Dell's profits higher, says the analyst.

Dell Technologies Stock Has 18% Upside, According to 1 Wall Street Analyst

Autodesk

Nutanix

Snowflake

Generative AI, hailed for more than a year now as tech's new frontier, is steadily scoring enterprise sales. And it isn't just Nvidia Corp. NVDA, -5.55% that is racking up stratospheric revenue and margins.

It's not just Nvidia: These companies are finally making real money from AI

Dell Technologies experienced a surge of business to support the development of artificial intelligence (AI).

Is It Too Late to Buy Dell Technologies Stock?

Artificial intelligence (AI) has been a key sector within the stock market. Many investors have poured their capital into the top AI stocks to buy, but there is plenty of risk.

The Top 3 AI Stocks to Buy in March 2024

Southwest Airlines

Vistra Energy

Wingstop

As Nvidia Corp. NASDAQ: NVDA continues to lead the S&P 500 higher, even as other big techs such as Microsoft Corp. NASDAQ: MSFT and Apple Inc. NASDAQ: AAPL pull back sharply, some investors are wondering whether Nvidia stock may be overvalued.

Is It Time To Sell These 5 Overvalued Stocks?

Dell Technologies is benefiting from the strong demand of AI servers.

Is Dell Technologies the Next Super Micro Computer?

Dell Technologies Inc. (DELL) Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Super Micro Computer

In a previous column, published on Feb. 28, I predicted that medium-cap and small-cap stocks would surge, powered by their “favorable fundamentals and low valuations.” Last week, the latter process did indeed occur to a very large extent.

Seize the Surge: Why Investors Can't Ignore Small Caps, AI and Consumer Confidence Right Now

Dell MDR service is now available with the AI-native CrowdStrike Falcon® XDR Platform, delivering the speed, expertise and flexibility customers need to respond to threats AUSTIN, Texas and ROUND ROCK, Texas , March 5, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) and  CrowdStrike (Nasdaq: CRWD) announced an expanded strategic partnership to deliver Dell's  Managed Detection and Response (MDR) services with the industry-leading AI-native  CrowdStrike Falcon ® XDR platform , helping customers defend against increasingly complex cyberattacks. According to the  2024 CrowdStrike Global Threat Report , cyberattacks are faster, more sophisticated and stealthier than ever.

Dell Technologies and CrowdStrike Expand Partnership Delivering Comprehensive Managed Detection and Response

By adding CrowdStrike's Falcon XDR platform to its current Managed Detection and Response (MDR) service, Dell provides its global base of resellers with AI-based technologies their customers need to battle back against attacks.

CrowdStrike and Dell unleash an AI-powered, unified security vision

Dell soared 32% last Friday after its fourth-quarter report, reaching all-time highs. Yet Dell's numbers and commentary indicate perhaps even better things for key rival Super Micro Computer.

News for Dell Technologies Stock (DELL)