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 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

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.

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

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) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Dell Technologies (DELL) Upgraded to Buy: Here's Why

Revenue at Dell's client solutions group rose 8 percent to $12.3 billion in the quarter

Strong PC demand drove Dell's revenue in the third quarter

Dell Technologies' (DELL) third-quarter fiscal 2021 results reflect solid demand for its notebooks and premium brands.

DELL Beats Q3 Earnings, Revenues Up on Solid Consumer Demand

Personal computer makers HP and Dell Technologies are continuing to cash in on the work-from-home and school-at-home trends fueled by the coronavirus pandemic, based on quarterly results. The post HP, Dell Get Boost From Work-From-Home, School-At-Home Trends appeared first on Investor's Business Daily.

HP, Dell Get Boost From Work-From-Home, School-At-Home Trends

The shares of Dell Technologies Inc (NYSE:DELL) are up 0.1% in pre-market trading, after the company last night turned in an upbeat third-quarter report.

Bull Notes Pour in for DELL Following Earnings, Revenue Beat

Dell Technologies Inc. (NYSE: DELL) published its earnings report for the fiscal third quarter on Tuesday that topped analysts' estimates for earnings and revenue. Dell Technologies was reported about 0.5% down in extended trading on Tuesday.

Dell Technologies' net income climbs to £660 million in fiscal Q3

Dell Technologies' (DELL) Management on Q3 2021 Results - Earnings Call Transcript

Both Hewlett-Packard Inc. and Dell Technologies Inc. both reported strong results, as the working from home trend in the pandemic continued to boost the results of their PC businesses.

MarketWatch First Take: HP, Dell results buoyed again by work-from-home trend, but are they sustainable?

Shares of Dell Technologies (NYSE:DELL) moved lower by 0.54% in after-market trading after the company reported Q3 results. Quarterly Results Earnings per share were up 16.00% year over year to $2.03, which beat the estimate of $1.40.

Dell Technologies: Q3 Earnings Insights

ROUND ROCK, Texas, Nov. 24, 2020 /PRNewswire/ -- News summary Third quarter total revenue up 3% to $23.5 billion Record Client Solutions Group revenue of $12.3 billion, up 8%, operating income of $1.0 billion Diluted earnings per share up 64% to $1.08, non-GAAP diluted earnings per share...

Remote Work and Learn Solutions Drive Dell Technologies' Third Quarter Fiscal 2021 Financial Results

Options traders are betting on a wild post-earnings swing in Dell's stock, but how high can the computer manufacturer fly?

Options traders bet on a new 52-week high for Dell after it reports earnings

The profitability isn't the only concern for the company in its products division. Its cash flow statement shows that for the first half of the year, net income has dropped from $4,561 billion in 2019 to only $1,281 billion in 2020.

Services saves the year for Dell

Best Buy

Dollar Tree

The third-quarter earnings reporting season is winding down, but a few more major companies will be sharing their results soon.

Best Buy, Dell, Dollar Tree, HP and More Major Earnings Coming This Week

Dell Technologies' (DELL) third-quarter fiscal 2021 results are expected to reflect PC market share loss and overall server-market softness due to the coronavirus.

What's in Store for Dell Technologies' (DELL) Q3 Earnings?

AT&T

Uniti Group

Elliott Management exited AT&T Inc (NYSE: T) in the third quarter of 2020, according to its latest 13F filing. The Paul Singer-founded activist hedge fund sold 5 million AT&T shares in Q3, valued at $151.15 million as of the previous quarter's end.

Activist Investor Elliott Exits AT&T, Buys Uniti, Boosts Dell

Dell Technologies Inc. (NYSE:DELL) is one of the world's largest personal computer brands.

Breaking Down Dell Technologies Stock Ahead of Earnings

ROUND ROCK, Texas, Nov. 11, 2020 /PRNewswire/ -- News summary Dell Technologies expands its PowerProtect portfolio to deliver data protection solutions designed to fit any IT strategy New Dell EMC PowerProtect DP series appliances offer significant performance and efficiency improvements...

Dell Technologies Data Protection and Cyber Security Innovations Help Businesses Safeguard Critical Applications

ROUND ROCK, Texas, Nov. 2, 2020 /PRNewswire/ -- News Summary One of the world's largest retailers selects Dell Technologies to bring together its public and private clouds Improves Woolworths' ability to manage inventory and support operations for nearly 3,000 retail stores Woolworths,...

Woolworths Selects Dell Technologies Cloud to Deploy Hybrid Cloud Strategy

In this article you are going to find out whether hedge funds think Dell Technologies Inc. (NYSE:DELL) is a good investment right now. We like to check what the smart money thinks first before doing extensive research on a given stock. Although there have been several high profile failed hedge fund picks, the consensus picks among hedge fund investors have historically outperformed the market after adjusting for known risk attributes. It's not surprising given that hedge funds have access to better information and more resources to predict the winners in the stock market.

Was The Smart Money Right About Embracing Dell Technologies Inc. (DELL)?

Nutanix

Western Digital

Intel's problems could take some time to work out. In the meantime, these three names look like better value stocks in the tech sector.

Ignore Intel: Here Are 3 Better Stocks

Cisco Systems

LM Ericsson Telefon

Nokia

Workhorse Group

As hardware loses relevance to software, these tech stocks must pivot to reclaim their relevance. Keep them on your watch list.

6 Tech Stocks Every Investor Should Watch

All the segments the company is working in are expected to deliver growth in the foreseeable future. With the current valuations and expected acceleration in its financial position, Dell represents an attractive investment opportunity.

Dell: The Growth Is Coming

ROUND ROCK, Texas, Oct. 21, 2020 /PRNewswire/ -- News summary Dell Technologies delivers PC and IT infrastructure innovation across edge, core data centers and public clouds while shifting 90% of its global team to work remotely The company modernizes its infrastructure portfolio with...

Ten Ways Dell Technologies' Innovation Engine is Modernizing IT

ROUND ROCK, Texas, Oct. 21, 2020 /PRNewswire/ -- News summary Project APEX simplifies how Dell Technologies customers can consume IT as-a-Service Dell Technologies Cloud Console gives customers a single self-service interface to manage every aspect of their cloud and as-a-Service journey...

Dell Technologies Project APEX Accelerates as-a-Service Strategy

Once can be chalked up to bad luck, but twice in a row in this environment is cause for concern.

News for Dell Technologies Stock (DELL)