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

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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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Super Micro's recent troubles increased bearish sentiment around the stock, but investors have an alternative to capitalize on the AI server market's growth. Dell Technologies' recent results make it clear that the company's growth rate is set to improve.

Worried About Super Micro Computer? Here Is a Solid Artificial Intelligence (AI) Stock to Buy Hand Over Fist Instead.

Dell's stock has declined since my last write-up due to margin concerns on AI servers, but recent performance shows strong growth in AI infrastructure and server revenue. Dell's AI-optimized server revenue surged, contributing to record server and networking revenue, highlighting their ability to capitalize on AI demand despite margin compression. Dell's valuation is significantly below the sector median, presenting a strong buy opportunity given their robust growth potential and market position in AI servers.

Dell: Blockbuster AI Growth, Don't Worry About Margins

Dell is benefiting from increasing investments in AI data centers.

Dell Stock Analysis: Upgrade Alert!

Despite Dell's stock price decline since my initial recommendation, the investment thesis remains solid. Its potential upside is driven by an upcycle in PCs, enterprise servers, and AI adoption. Its recent report showed sequential growth in AI server orders and shipments, revenue and earnings beating analysts' expectations, and management raising full-year guidance. The company returns substantial value to investors through share buybacks, dividends, and debt reduction.

Dell: An Opportunity In The Wake Of PC And Server Downturn

Shares of Dell have cratered during the past three months. Investments in data-center infrastructure should be a catalyst for the company's networking and storage solutions business.

Prediction: This Beaten-Down Artificial Intelligence (AI) Stock Is About to Go Parabolic. Here's Why.

Dell Technologies Inc. (NYSE:DELL ) Citi 2024 Global TMT Results Conference September 4, 2024 11:40 AM ET Company Participants Michael Dell - Chairman & CEO Conference Call Participants Asiya Merchant - Citi Philip Drury - Citi Philip Drury Well, look, it's a great pleasure to warmly welcome all of you to our Citi Global Tech Media Telecom Conference 2024. My name is Philip Drury, I'm the Global Head of TMT Investment Banking at Citi.

Dell Technologies Inc. (DELL) Citi 2024 Global TMT Conference Call (Transcript)

Dell's Q2 earnings exceeded expectations, driven by strong demand for AI-optimized servers. Dell's server and networking revenue surged 80% Y/Y in Q2'25, driving top line performance. The IT hardware market raised its full-year guidance amid soaring growth in the Infrastructure Solutions Group.

Dell: A Deep Value AI Stock

ROUND ROCK, Texas & RALEIGH, N.C.--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) and Red Hat, Inc., the world's leading provider of open source solutions, are bringing Red Hat Enterprise Linux AI (RHEL AI), a foundation model platform built on an AI-optimized operating system that enables users to more seamlessly develop, test and deploy artificial intelligence (AI) and generative AI (gen AI) models, to Dell PowerEdge servers. This joint effort establishes RHEL AI as a preferred platform on t.

Dell Technologies and Red Hat Announce Collaboration to Fuel Open Source AI Workloads on Dell PowerEdge and Red Hat Enterprise Linux AI

C3.ai

Investors can profit from the booming demand for AI servers with Dell stock, where the company is going after a $174 billion opportunity. C3.ai expects accelerating growth to continue, as more enterprises adopt generative AI software.

2 AI Stocks You'll Regret Not Buying Before 2025

AI servers continue to be in high demand. Traditional servers are coming out of their longest digestion period ever.

3 Must-See Quotes From Dell Management Point to Monster Growth Next Year

CNBC's Jim Cramer on Tuesday told investors why he thinks it would be good to buy some shares of Dell at its current price. Although tech stocks got hit on Tuesday, he said the artificial intelligence thesis is "still very much intact.

Cramer explains why Dell is an 'incredible bargain' here

Walmart

As the stock market enters September, a weak month due to the sector and profit rotation, known as the “September Effect,” investment opportunities remain plenty, especially with a much anticipated Federal Reserve interest rate cut on September 18. This cut could kickstart an interest rate-cutting cycle and bring elevated gains to the stock market.

2 ‘strong buy' rated stocks to buy for the end of 2024

Dell is poised to benefit from AI-driven data center growth, with significant partnerships with industry titans. Dell's fiscal Q2 results show impressive growth and free cash flow supports dividends and share buybacks, enhancing shareholder value. Trading at a reasonable valuation, Dell remains a strong long-term buy, with analysts bullish on its potential to exceed earnings estimates.

Why Dell Is My Latest Big AI Buy

Dell Technologies NYSE: DELL has rallied this year as the legacy personal computer firm has been transitioning its business toward the fast-growing AI space.

Why Dell Can Continue Winning in AI and Beyond

Dell Technologies Inc. DELL shares are trading higher after the company reported better-than-expected second-quarter financial results yesterday.

Dell's AI Server Margins And PC Market Recovery Signal Earnings Growth, Say Analysts

Dell Technologies' second-quarter fiscal 2025 results reflect strong demand for AI-optimized servers.

DELL Beats Q2 Earnings Estimates: Will Higher FY25 View Lift Shares?

Robust data-center hardware sales helped Dell Technologies beat expectations for its fiscal second quarter. The news drove Dell stock higher on Friday.

AI Computer Sales Fuel Dell's Better-Than-Expected Q2 Results

Dell stock is higher Friday after the PC maker beat Q2 expectations, but analysts think there's more room to run. Here's what you need to know.

Wall Street Thinks Dell Stock Has More Room to Run After Earnings

Marvell Technology

Shares of Dell Technologies Inc (NYSE:DELL) and Marvell Technology Inc (NASDAQ:MRVL) are moving higher following their respective earnings reports.

2 Tech Stocks Making Moves After Earnings

U.S. stocks traded mostly higher this morning, with the Nasdaq Composite gaining over 100 points on Friday.

Nasdaq Jumps Over 100 Points; Dell Posts Upbeat Results

DELL has seen solid earnings estimate revisions and robust stock price upside potential.

Should You Start Accumulating DELL Shares After Q2 Results?

Shares of Dell Technologies rose 6% in premarket trading on Friday, after robust demand for its artificial intelligence-powered servers propelled the company to raise its full-year earnings and revenue forecasts.

Dell shares jump as AI server demand boosts results, forecasts

Abercrombie & Fitch

As revealed in the second quarter, many of the largest companies in the S&P 500 managed to surpass Wall Street expectations, set a winning tone for the rest of the year, and determine potential investments that could yield profits as soon as Q4 2024.

2 stocks to turn $1,000 into $10k in Q4 2024

Many AI stocks have skyrocketed recently, but some top-notch options remain modestly priced. Dell has a growing backlog of unfilled AI orders, currently worth $3.8 billion.

Artificial Intelligence (AI) Stocks Are Soaring in Price. Here Are 2 Bargains.

Texas-headquartered technology company Dell Inc. (NASDAQ:DELL) hit a new sales record in its Infrastructure Solutions Group (ISG), comprising server, storage and networking hardware, in the second quarter. Total ISG revenue came to $11.6 billion, up a stellar 38% year on year, thanks to soaring global data infrastructure demand.

News for Dell Technologies Stock (DELL)