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 Q3 2022

Earnings data Q4 2022

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Earnings data Q3 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.

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Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Dell Technologies (DELL) Reports Next Week: What to Know Ahead of the Release

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Key Points: Mass layoffs, especially in tech, are tied to companies missing out on the AI boom.

Wall St. Vet Warns ‘Mass Layoffs Are Next'

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Is It Worth Investing in Dell Technologies (DELL) Based on Wall Street's Bullish Views?

Here is how Dell Technologies (DELL) and Ceragon Networks (CRNT) have performed compared to their sector so far this year.

Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?

Dell Technologies (DELL) closed at $111.30 in the latest trading session, marking a +0.99% move from the prior day.

Why Dell Technologies (DELL) Outpaced the Stock Market Today

The hardware maker was tapped as a top pick by a team of researchers. They feel the shares were unfairly punished for their association with artificial intelligence.

Why Dell Stock Was Crushing the Market This Week

Dell Technologies (DELL) shares jumped Thursday, adding to recent gains after J.P. Morgan analysts added the stock to an “Analyst Focus List” highlighting the legacy computing company's opportunity for long-term artificial intelligence (AI) gains.

Dell's Stock Price Surged 25% Over the Last Week—Here's Why

ROUND ROCK, Texas , Aug. 15, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, Aug. 29, 2024, at 3:30 p.m. CDT to discuss its fiscal 2025 second quarter financial results.

Dell Technologies to Hold Conference Call Aug. 29 to Discuss Second Quarter Fiscal 2025 Financial Results

Dublin, Aug. 15, 2024 (GLOBE NEWSWIRE) -- The "Legal Services Pricing Platform" has been added to ResearchAndMarkets.com's offering. In a landmark decision, the Delaware Supreme Court has upheld a $267 million legal fee award to five law firms involved in securing a $1 billion settlement for Dell Technologies shareholders. The ruling, which underscores the complexities and high stakes of modern legal practice, reinforces the critical need for transparency and data-driven decision-making in legal pricing.

Court's Upholding of $267 Million Legal Fee Award in Dell Case Highlights the Critical Need for Data Transparency in Legal Pricing

Five law firms should receive $267 million in legal fees for obtaining a $1 billion settlement for shareholders of Dell Technologies , the Delaware Supreme Court ruled on Wednesday, rejecting arguments that the payment was a windfall.

Court upholds blockbuster $267 million legal fee award in Dell lawsuit

DELL's recent dip offers a buying opportunity for long-term investors, given its robust portfolio of AI-optimized servers and an expanding partner base.

Can DELL Stock Regain Momentum After 27% Dip in One Month?

Dell Technologies Inc. (NYSE: DELL) is in the spotlight today following Wells Fargo's decision to reduce its price target on the company from $175 to $150, still reflecting a potential upside of 50% from its current price. This adjustment comes amidst ongoing discussions about Dell's AI server monetization versus margin concerns.

Wells Fargo reduces price target on Dell to $150: Time to hold or sell?

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3 Stocks to Hide in if the Market Rolls Over Again

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There's a tech wreck going on in the market right now. The Nasdaq Composite index that is mostly comprised of tech stocks is down 10% over the last month and officially in a correction.

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Dell Technologies Inc  (NYSE:DELL) stock is up 3.9% to trade at $98.98 at last check, after Barclays upgraded it to "equal weight" from "underweight" and set its price target at $97.

Dell Stock Eyes 4th-Straight Gain After Upgrade

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

This Dell Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Tuesday

Dell Technologies is scheduled to report quarterly financial results on Aug. 29.

Should Investors Buy Dell Stock Before Aug. 29?

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Many growth stocks have posted stellar figures in recent quarters and rallied significantly of late. However, the party seems to be over for many such companies.

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Dell Technologies Inc. shares ended last week down almost 50% from their May highs. What should investors make of the stock at current levels?

Dell's stock is well off its highs. This analyst sees opportunity for investors.

Both companies are reportedly planning significant layoffs even as they gain from a boom in spending on artificial-intelligence infrastructure.

Cisco and Dell Are Set to Benefit From AI. Why That Means Job Cuts.

Dell laid off more workers this week, starting a process that some think may be the biggest in its history. Ten sources at the company shared their reactions to the layoffs with Business Insider.

Dell staff say they aren't surprised about layoffs following its AI pivot

In the latest trading session, Dell Technologies (DELL) closed at $92.55, marking a +1.19% move from the previous day.

Dell Technologies (DELL) Beats Stock Market Upswing: What Investors Need to Know

Dell Technologies NYSE: DELL, a household name in the computer industry, has recently found itself in a challenging position. With its stock price in a steep decline, falling nearly 50% from its 52-week high, the company faces a crucial juncture as it prepares to release its following earnings report on August 29.

News for Dell Technologies Stock (DELL)