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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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 (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Dell Technologies Inc. (DELL) Hits Fresh High: Is There Still Room to Run?

Evercore ISI argues that Dell is winning a large proportion of server orders from Tesla to build out the car company's AI capabilities. Evercore sees AI server demand adding as much as 4% to Dell's growth rate this year.

Dell Stock Is Going to $165, According to 1 Wall Street Analyst

Dell Technologies (DELL) closed at $146.28 in the latest trading session, marking a -1.93% move from the prior day.

Why Dell Technologies (DELL) Dipped More Than Broader Market Today

A top European privacy watchdog is investigating following the recent breaches of Dell customers' personal information, TechCrunch has learned.

Ireland privacy watchdog confirms Dell data breach investigation

Dell Technologies (DELL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Dell Technologies (DELL) Surges 11.2%: Is This an Indication of Further Gains?

Tesla

Increased demand for artificial-intelligence servers and an improving personal-computer market have helped push Dell shares higher.

Tesla Could Help Drive Dell Stock Even Higher. Here's How.

SAN JOSE, Calif.--(BUSINESS WIRE)--KIOXIA will be at Dell Technologies World next week.

KIOXIA Showcases Memory and SSD Solutions Accelerating Ideas Into Innovation at Dell Technologies World

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Futures for the tech-heavy Nasdaq were up 0.1% before the market opened.

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The S&P 500 Information Technology Sector index was up 2% at 3:15 p.m. ET Wednesday, while the broader S&P 500 was 1% higher and the tech-heavy Nasdaq advanced by nearly 1.3%.

Tech Stocks on the Move Today: Walt Disney, Dell, and More

Dell Technologies Inc. (NYSE:DELL) experienced a significant surge on Wednesday, with its stock rising more than 9% after Morgan Stanley raised its price target from $128 per share to $152 per share. This boost reflects growing investor confidence in Dell's performance and future prospects.

Dell stock rises over 9% after Morgan Stanley raises price target

"All-in, we are hearing about more AI server momentum at Dell than at any other OEM," wrote Morgan Stanley's Erik Woodring.

Dell surges 9% on optimism it has secured big AI server orders

That was Nvidia Corp. Chief Executive Jensen Huang at the annual GTC event earlier this year. And it's also how Morgan Stanley analyst Erik Woodring began his latest note to clients regarding Dell Technologies Inc. DELL, +9.36% — as he lifted his price target on the stock to what ties for a Street high of $152.

Dell's stock is having a milestone day. Here's why Morgan Stanley is so bullish.

AMC Entertainment

D.R. Horton

U.S. equities gained at midday after a report showed consumer inflation slowed in April, raising hopes the Fed can begin cutting interest rates. The S&P 500 and Nasdaq reached record intraday highs during the session, and the Dow advanced as well.

Top Stocks Moving Now: AMC Entertainment, Dell, D.R. Horton, and More

Dell Technology (DELL) improves server performance and efficiency, catering to diverse needs from cloud service providers to small businesses with its latest PowerEdge servers.

Dell Technologies (DELL) Aids Server Portfolio With New Launch

Morgan Stanley raised its price target on Dell Technologies Inc (NYSE:DELL) to $152 from $128.

Price-Target Hike Pushes Dell Stock to Record Highs

Dell stock is "the best way to play" the artificial intelligence infrastructure build-out, investment bank Morgan Stanley said Wednesday.

Dell Stock Hits Record High After Computer Maker Called 'Best Way To Play' AI Server Build-Out

The person who claimed to have stolen the physical addresses of 49 million Dell customers appears to have taken more data from a different Dell portal, TechCrunch has learned.

Threat actor scraped Dell support tickets, including customer phone numbers

Expanded portfolio serves Dell's largest customers, cloud service providers (CSPs) and small businesses ROUND ROCK, Texas, May 14, 2024 /PRNewswire/ -- News summary New Dell PowerEdge R670 and R770 CSP Edition servers introduce performance upgrades and a new standardized server architecture for simpler deployment and serviceability CSP Edition servers will be first to market with the Intel® Xeon® 6 Efficient core processor New Dell PowerEdge T160 and R260 servers double the performance in a smaller footprint Full Story Dell Technologies (NYSE: DELL) expands the industry's top-selling server portfolio with performance and efficiency upgrades for wherever Dell PowerEdge is deployed. These servers represent the latest generation of server innovation for Dell's largest and smallest customers.

New Dell PowerEdge Servers Support Workloads from the Data Center to the Edge

The person who claims to have 49 million Dell customer records — Menelik — told TechCrunch that he brute-forced an online company portal and scraped customer data, including physical addresses, directly from Dell's servers.

Threat actor says he scraped 49M Dell customer addresses before the company found out

Dell Technologies (DELL) closed the most recent trading day at $131.68, moving +0.05% from the previous trading session.

Dell Technologies (DELL) Ascends But Remains Behind Market: Some Facts to Note

Dell Technologies (NYSE: DELL ) just suffered a stain on its otherwise remarkable performance so far this year. Earlier today, the firm notified customers that it suffered a compromising event.

Dell Data Breach 2024: What to Know as 49 Million Customers Feel Impacts

Technology giant Dell notified customers on Thursday that it experienced a data breach involving customers' names and physical addresses.

Dell discloses data breach of customers' physical addresses

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In the most recent trading session, Dell Technologies (DELL) closed at $125.10, indicating a +1.39% shift from the previous trading day.

News for Dell Technologies Stock (DELL)