Dell Technologies announced its first-quarter earnings, reporting an adjusted EPS of $1.27, surpassing the consensus estimate of $1.26. The company also reported revenue of $22.24 billion, exceeding the expected $21.65 billion. This marks a 6% year-over-year increase. The growth was driven by strong demand for AI-optimized servers, with the Infrastructure Solutions Group (ISG) revenue up 22% year-over-year to $9.2 billion, and servers and networking revenue up 42% year-over-year to $5.5 billion. Despite these positive results, Dell's stock fell by 14% in after-hours trading. Dell's market cap stands at $120.15 billion, with an operating income of $920 million and a diluted EPS of $1.32.
Here we go @DellTech Fiscal Q1. EPS of $1.27 beating expectations of $1.26 Revenue of $22.2B beating expectations of $21.7B. Most should ignore the selling pressure after the announcement. The shares have more than doubled this year and the growth and demand for AI is⦠https://t.co/41a1PChNrh
$DELL's guidance: - FQ2 revenue of $23.5B-$24.5B and EPS of $1.65 (+/- $0.10) vs. a consensus of $23.36B and EPS of $1.86 - FY25 revenue of $93.5B-$97.5B and EPS of $7.65 (+/- $0.25) vs. a consensus of $94.5B and $7.84 - Gross margin down ~150bps Y/Y Shares -11.8% AH https://t.co/zL0i38c0IT
Dell reports Q1 revenue up 6% YoY to $22.24B, vs. 21.64B est., Client revenue flat YoY at $11.97B, and Infrastructure revenue up 22% YoY to $9.23B (@i_jass / Reuters) https://t.co/eK6YdPbH7V π« Subscribe: https://t.co/OyWeKSRpIM https://t.co/4MZBuV8ToJ
Preparing to listen to @DellTech's 1Q25 earnings call. Revenue was up 6% YOY, but Infrastructure Solutions Group (ISG) was up 22% YOY to $9.2B with record servers and networking revenue of $5.5 billion (up 42% YOY). $Dell #AIInfrastructure https://t.co/h0FooAm7VV
$DELL down 5% today and 14% after reporting earnings after hours Sell into hype https://t.co/oS20Tiy6H5
$DELL | Post Market: -14% | Dell Technologies' Q1 Earning Report: Revenue hits $22.2B (+6% YoY), Diluted EPS at $1.32 (+67%)! $NVDA $ORCL π Financial Performance: β‘οΈ Total Revenue: $22.2 billion, up 6% year over year. β‘οΈ Operating Income: $920 million, down 14% year overβ¦ https://t.co/UsHXmz2zqo
$DELL "No company is better positioned than Dell to bring AI to the enterprise," said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies. "Servers and networking hit record revenue in Q1, with our AI-optimized server orders increasing sequentially to $2.6β¦
Dell earnings are out for Q1: ~EPS: $1.27 vs $1.26 est ~SALES: $22.24B vs $21.67B est https://t.co/YqwH5dw4VP $DELL π΄ -9.62% in AH https://t.co/kWWyproPim
$DELL Q1'25 Earnings Highlights: πΉ Revenue: $22.24B (Est. $21.65B) π’; UP +6% YoY πΉ Adj. EPS: $1.27 (Est. $1.25) π’; DOWN -3% YoY Segment Performance: Infrastructure Solutions Group (ISG): πΉ Revenue: $9.2B; UP +22% YoY πΉ Servers & Networking Revenue: $5.5B; UP +42% YoY πΉβ¦
$DELL after hours ... Dell reported revenue of $22.2 billion, up 6%. That is ahead of both the range of $21 billion to $22 billion the company had forecast, and the consensus for $21.7 billion among analysts tracked by FactSet. Adjusted profits were $1.27 a share, in line with⦠https://t.co/NM5hRGHtBV
Dellβs Earnings Top Estimates. Sales of AI Servers Came In Strong. https://t.co/7E6dzchE4l
π΅ DELL BEATS FIRST-QUARTER REVENUE ESTIMATES AS AI BOOM BOLSTER SERVER DEMAND Full Story β https://t.co/UOYwDmU6Cu Dell Technologies beat Wall Street estimates for first-quarter revenue on Thursday, ending a streak of six-quarters of decline, helped by growing demand for itsβ¦ https://t.co/kqlsXNih9F
π° Dell Tech $DELL EPS. vs Forecast 1.27 / 1.25 π’ Rev. vs Forecast 22.24B / 21.65B π’ Market Cap: 120.15B
$DELL just announced earnings... Adjusted EPS $1.27, beating estimate of $1.26 Revenue of $22.2B, beating estimate of $21.64B Stock is DOWN 9.3% π¬ Follow along! π https://t.co/PsRxhgkj6O
DELL EARNINGS JUST CAME OUT *DELL Q1 REVENUE $22.24B, EST. $21.62B ( BEAT β *DELL Q1 ADJ EPS $1.27, EST. $1.23 ( BEAT β ) $DELL https://t.co/R9FbmkaC3Y
$DELL Dell Technologies reports Q1 adjusted EPS $1.27, consensus $1.26Reports Q1 revenue $22.2B, consensus $21.64B.
$DELL JUST REPORTED EARNINGS EPS of $1.27 beating expectations of $1.26 Revenue of $22.2 beating expectations of $21.7B
EARNINGS TODAY: Dell Technologies $DELL Time: 4:05 PM ET EPS Estimate: $1.31 Revenue Estimate: $21.75B Implied Move: 4.8% Costco Wholesale Corp. $COST Time: 4:15 PM ET EPS Estimate: $3.70 Revenue Estimate: $58.00B Implied Move: 2.6% Zscaler, Inc. $ZS Time: 4:05 PM ET EPSβ¦
DELL REPORTS EARNINGS TODAY EXPECTED NUMBERS REVENUE -> $21.5 BILLION ( UP 3% YoY ) EPS -> $1.25 ( DOWN 5% YoY ) STOCK IS UP OVER 260% OVER THE LAST 1 YEAR $DELL https://t.co/fkxXTl1IC5
$DELL reports earnings today after the markets close, Wall ST is expecting numbers of EPS of $1.29 down 1.5% YoY Revenue of $21.65B up 3.5% YoY
UPDATE: $DELL is down 4.8% today, but up 3% from the low of the morning (-7.8%) Earnings are coming after-hours π Sentiment is still EXTREMELY bullish on Stocktwits Are you buying the dip into earnings? π https://t.co/PsRxhgkj6O https://t.co/trPqvNIToa
I guess $DELL is AI now