Dell Technologies Inc. (DELL)
DELL Dives as Investors Eye A.I. Server Maker
Dell (DELL) projected revenue of $15B in FY26 from its A.I. Server segment but that wasn't enough to lift shares after earnings.
Dell Technologies Inc. (DELL) Q4 2025 Earnings Call Transcript
Start Time: 16:30 January 1, 0000 5:30 PM ET Dell Technologies Inc. (NYSE:DELL ) Q4 2025 Earnings Call Transcript February 27, 2025, 16:30 PM ET Company Participants Jeff Clarke - Vice Chairman and COO Yvonne McGill - CFO Tyler Johnson - Vice President and Treasurer Paul Frantz - Head IR Conference Call Participants Wamsi Mohan - Bank of America Erik Woodring - Morgan Stanley Simon Leopold - Raymond James Aaron Rakers - Wells Fargo Michael Ng - Goldman Sachs Ben Reitzes - Melius Research David Vogt - UBS Amit Daryanani - Evercore Matt Niknam - Deutsche Bank Ananda Baruah - Loop Capital Samik Chatterjee - JPMorgan Asiya Merchant - Citigroup Operator Good afternoon and welcome to the Fiscal Year 2025 Fourth Quarter Financial Results Conference Call for Dell Technologies Inc. I'd like to inform all participants that this call is being recorded at the request of Dell Technologies. This broadcast is a copyrighted property of Dell Technologies Inc. Any rebroadcast of this information in whole or part without the prior written permission of Dell Technologies is prohibited.
Dell Technologies (DELL) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Dell Technologies (DELL) give insight into how the company performed in the quarter ended January 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Dell Technologies Q4 EPS Exceeds Target
Dell Technologies (DELL -6.76%), a leading provider of IT solutions, reported mixed fiscal 2025 fourth-quarter results on Thursday, Feb. 27. Adjusted EPS of $2.68 surpassed analyst's consensus expectations of $2.52.
Dell Technologies (DELL) Q4 Earnings Surpass Estimates
Dell Technologies (DELL) came out with quarterly earnings of $2.68 per share, beating the Zacks Consensus Estimate of $2.53 per share. This compares to earnings of $2.20 per share a year ago.
Dell Earnings Top Expectations as AI-Driven Demand Grows
Dell (DELL) reported fiscal fourth-quarter earnings that exceeded analysts' expectations, as the PC and server maker benefitted from growing demand for artificial intelligence infrastructure.
Dell Technologies Beats Q4 Earnings Expectations; Stock Rises in After-Hours Trading
Dell beats Q4 earnings with $2.68 EPS but misses on $23.93B revenue. Strong AI server demand boosts stock over 3% in after-hours trading.
Dell forecasts $15 billion of AI server sales this year
Dell missed on sales but beat on earnings for the fourth quarter. The company said it sold about $10 billion of AI-optimized servers in its fiscal 2025, and expects to sell about $15 billion in AI system in the current year.
Dell Technologies Beats Fiscal Q4 Earnings Target. Stock Rises.
Dell Technologies beat estimates for earnings in its fiscal fourth quarter but sales were lighter than expected. Still, Dell stock rose in extended trading.
Dell sees its backlog swell as big AI deals come through
The company is expanding beyond large cloud providers with its AI-server business.
Dell forecasts full-year profit above estimates
Dell Technologies forecast annual profit above Wall Street estimates on Thursday, while projecting full-year revenue that was in line with market expectations, in a sign of intense jostling in the AI server market.
Top Wall Street Forecasters Revamp Dell Price Expectations Ahead Of Q4 Earnings
Dell Technologies Inc. DELL will release its financial results for the fourth quarter, after the closing bell, on Thursday, Feb. 27, 2025.
