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

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Earnings data Q1 2023

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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.

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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 (DELL) earnings for the computer company's second quarter of fiscal 2021 have its stock up Thursday after beating estimates.
The post Dell Earnings: DELL Stock Jumps 1% After Beating Q2 Estimates appeared first on InvestorPlace.

Dell Earnings: DELL Stock Jumps 1% After Beating Q2 Estimates

Dell Technologies Inc posted a smaller-than-expected drop in quarterly revenue on Thursday, as weakness in its data center segment was cushioned by robust demand for its notebooks and software products for remote work and online learning.

Dell quarterly revenue edges past estimates on remote work boost

ROUND ROCK, Texas, Aug. 27, 2020 /PRNewswire/ -- News summary Second quarter revenue of $22.7 billion, non-GAAP revenue of $22.8 billion Operating income up 119% to $1.1 billion, non-GAAP operating income of $2.6 billion Dell Technologies continues to effectively navigate COVID-19.

Future-of-Work Solutions Power Dell Technologies' Second Quarter Fiscal 2021 Financial Results

On Thursday, August 27, Dell Technologies (NYSE: DELL) will release its latest earnings report.

Preview: Dell Technologies's Earnings

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Dell Technologies' (DELL) second-quarter fiscal 2021 results are expected to reflect PC market share gain and growing datacenter clientele despite overall server-market softness due to coronavirus.

What's in Store for Dell Technologies' (DELL) Q2 Earnings?

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Best Buy, Dollar General, Palo Alto Networks, Salesforce and More Earnings Due This Week

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ROUND ROCK, Texas, Aug. 13, 2020 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, August 27, 2020, at 4:30 p.m.

Dell Technologies to Hold Conference Call August 27 to Discuss Second Quarter Fiscal 2021 Financial Results

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Strong demand driven by work-from-home as well as e-learning needs has surpassed previous expectations and has once again put the PC and peripherals market at the center of consumers' tech portfolio.

Remote Working Boosts Sales of PC, Peripherals: 4 Picks

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The company supports diversity among its employees around the world.
Four years after its acquisition of EMC, the computer giant continues to spend more than $4 billion a year on research and development.

Dell ranks near the top of Fast Company’s Best Workplaces for Innovators

MARLBOROUGH, Mass.--(BUSINESS WIRE)-- #BackupSolution--ExaGrid®, the leading provider of Tiered Backup Storage, today set the record straight around its offering that competes with Dell EMC Data Domain deduplication appliances.

ExaGrid Sets Record Straight on Dell’s Positioning of ExaGrid’s Backup Storage Technology

ROUND ROCK, Texas, July 21, 2020 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Wednesday, July 29, 2020 at 10:00 a.m. CT / 11:00 a.m.

Dell Technologies to Hold Investor Conference Call July 29 to Discuss its Social Impact Strategy -- Progress Made Real

Dell wants to spin off its 81% stake in VMWare, which is worth far more in book value.

Dell Stock at 14-Month High After Confirming Spin-Off Talks

The PC maker might sell off its stake in VMWare, which is worth more than Dell itself.

Why Dell Stock Soared Today

VMware

PC maker Dell Technologies Inc (NYSE: DELL) confirmed speculation Wednesday regarding plans to spinoff VMware, Inc.

Dell Analysts Say Potential VMWare Spinoff Would Unlock Shareholder Value

Dell Technologies Inc is considering spinning off its 81% stake in cloud computing software maker VMware , the PC maker said on Wednesday, adding that such a move would not occur before September next year.

Dell considering spinning off VMware stake, shares surge

Dell Technologies Inc. DELL, +0.34% is "exploring" a potential spin-off of its 81% stake in VMWare Inc.

Dell 'exploring' VMWare stake spinoff, Dell stock rallies 8%

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If we were betting folk, we’d reckon that Dell carves off a piece of its VMware shares to cover some of its debts next year.

Unpacking how Dell’s debt load and VMware stake could come together

Dell, which owns 80.6% of VMware, is evaluating options of either spinning off the holding to existing Dell shareholders or buying the remaining stake in the group that it doesn’t already own and then spinning off the entire stake.

Dell Technologies To Explore Spin-Off Of Its Majority Stake In VMware To Its Shareholders

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News for Dell Technologies Stock (DELL)