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Dell Technologies (DELL)
NYSE:DELL
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Earnings Data
Report Date
Feb 25, 2025After Close Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
$2.51Last Year’s EPS
$2.2Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Nov 26, 2024
|% Change Since: -20.51%
|Next Earnings Date:Feb 25, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects strong financial performance with significant growth in ISG and AI server demand. However, there are notable challenges in consumer PC sales and delays in expected PC refresh cycles. The overall sentiment is mixed, with strong operational and financial metrics countered by specific market challenges.Company Guidance
During Dell Technologies' Q3 2025 earnings call, executives provided detailed guidance on the company's financial performance and future outlook. The company reported a revenue of $24.4 billion, a 10% increase year-over-year, driven by strong infrastructure solutions group (ISG) growth. Diluted earnings per share (EPS) rose by 14% to $2.15, while cash flow from operations reached $1.6 billion. Dell's ISG revenue surged 34% to $11.4 billion, with servers and networking revenue up 58% and storage revenue increasing by 4%. The client solutions group (CSG) saw a modest decline in revenue by 1% to $12.1 billion, with commercial revenue up 3% and consumer revenue down 18%. For Q4, Dell projected revenues between $24 billion and $25 billion, with ISG and CSG combined expected to grow 13% at the midpoint. The company anticipates a diluted non-GAAP EPS of $2.50 for Q4 and full-year revenue growth of 9% with EPS up 10% to $7.81. Dell's forward-looking statements reflect optimism around AI demand, an aging installed base ripe for refresh, and a continued focus on growth and profitability.Strong ISG Revenue Growth
ISG revenue was $11.4 billion, up 34%, with servers and networking revenue up 58%.
AI Server Momentum
AI server orders demand was a record $3.6 billion, up 11% sequentially, with a substantial expansion in the 5-quarter pipeline, growing more than 50% sequentially.
Improved Operating Income and EPS
Operating income increased by 12% to $2.2 billion. Diluted EPS was $2.15, up 14%.
Continued Commercial PC Demand
Commercial PC revenue was up 3% to $10.1 billion, indicating stability and demand growth for the third quarter in a row.
Cash Flow Performance
Cash flow from operations was $1.6 billion, driven by profitability.
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DELL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DELL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Nov 26, 2024 | $141.74 | $124.38 | -12.25% |
| Aug 29, 2024 | $110.35 | $115.13 | +4.33% |
| May 30, 2024 | $168.73 | $138.58 | -17.87% |
| Feb 29, 2024 | $93.63 | $123.24 | +31.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Dell Technologies (DELL) report earnings?
Dell Technologies (DELL) is schdueled to report earning on Feb 25, 2025, After Close Not Confirmed.
What is Dell Technologies (DELL) earnings time?
Dell Technologies (DELL) earnings time is at Feb 25, 2025, After Close Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DELL EPS forecast?
DELL EPS forecast for the fiscal quarter 2025 (Q4) is $2.51.
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