Dell Technologies Inc. (DELL) Q2 2027 Earnings Call Transcript
Dell Technologies NYSE: DELL reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commercial PCs. The company also raised its full-year outlook, citing momentum across each of its major business lines.
Dell once again reported robust results in its Q2 release, continuing a string of positive beats that we've seen over recent quarters. Importantly, AI-related demand remains red hot, underpinned by a strong backlog and other record-breaking figures.
While the top- and bottom-line numbers for Dell Technologies (DELL) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Amit Daryanani, Evercore ISI, joins 'Closing Bell Overtime' to talk Dell quarterly results.
Dell Technologies (DELL) came out with quarterly earnings of $7.04 per share, beating the Zacks Consensus Estimate of $4.97 per share. This compares to earnings of $2.32 per share a year ago.
Dell Technologies Inc (NASDAQ:DELL) shares jumped 10% in after-hours trading Wednesday after the company posted second-quarter results that blew past Wall Street estimates and raised its full-year outlook, fueled by surging demand for AI-optimized servers. The company reported fiscal second-quarter revenue of $47 billion, up 58% from a year earlier and above analyst estimates of $44.92 billion.
Dell Technologies on Tuesday boosted its annual revenue and profit forecasts for the second time this year, driven by soaring demand for its AI servers from technology companies pouring billions into data centers.
Dell's quarterly revenue came in above all analyst estimates. The computer maker now sees AI server revenue tripling in the full fiscal year.
The company's backlog has reached $95 billion as demand accelerates for its AI servers
The setup into Dell Technologies‘ (NYSE:DELL | DELL Price Prediction) fiscal second-quarter results is unusually bullish, and the stock is falling anyway. That gap between an unusually strong setup and a red stock is the story.
Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.