Dell Technologies reported strong earnings results for Q1 2025, with revenue reaching $22.24 billion, up 6% year-over-year. The adjusted EPS of $1.27 beat estimates, and the stock initially dropped 9.3% after-hours. Despite beating revenue expectations, Dell's heavy investments in AI servers led to concerns about profit margins, causing the stock to plummet by over 20% post-earnings.
Down ~25% in just 3 days, $DELL is at an interesting area here on the post-EPS reset Guided for: ▶️ Q2 revenue of $23.5 to $24.5B vs. est of ~$23.2B ▶️ Q2 EPS of $1.55 to $1.75 vs. est of $1.88 ▶️ FY rev of $93.5 to $97.5B vs. est of ~$94.6B (up from $91 to $95B) ▶️ FY… https://t.co/yoeVBIHHca
#earnings after the close on Monday, June 3, 2024 and before the open on Tuesday, June 4, 2024 https://t.co/hLn2sKQPuw $GTLB $BBWI $HQY $DCI $BARK $FERG $LVRO $DBI $CNM https://t.co/lImKhNK95w https://t.co/14TuHKTAMa
US Economic and Earnings Calendar for the week of June 3, 2024 $CRWD $HPE $PVH $DLTR $LULU $VSCO $NIO $DOCU https://t.co/v7Wx3NCBIT
.@DellTech sees Q1 AI-optimized server demand surge https://t.co/20qZWadLIF Dell Technology reported better-than-expected first quarter results and said it saw strong demand across traditional and AI-optimized servers. https://t.co/ojE94ZaPz5
AI server sales drive topline growth for Dell https://t.co/ZeOmsWEJlZ
The problem with Dell earnings. 📖💰 https://t.co/oFqwtnvBEj $DELL 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE #Dell Technologies
$DELL was likely down the most since 2018 today because it apparently is making close to 0% margins on its AI servers (check earnings transcript) $NVDA $SMCI $VRT
Heard on the Street: Dell has to show its AI server boom can cover the bills https://t.co/Mlx1OD5eJX
Dell executives say there is strong demand for AI-powered servers, particularly those powered by Nvidia chips.
Quick dive into Dell earnings: One number that tells the whole story 🛍️💰 https://t.co/kpl1L3yqhY $DELL 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE #Dell Technologies
Next week in earnings: $SAIC $HE $NNDM $GTLB $HQY $BBWI $FERG $CLB $HPE $CRWD $VRNT $PVH $DBI $CTRN $DCI $SFIX $LAKE $GWRE $DLTR $UNFI $OLLI $THO $BF.B $HIBB $CPB $FIVE $LULU $CARG $IDT $VSCO $NIO $CIEN $SJM $BIG $JFIN $TTC $ABM $KIRK $DOCU $IOT $BRZE $NGL $RENT $TLYS https://t.co/wdDWCKPoEt
Dell earnings spotlight: Sorting through the data. 💡🔄 https://t.co/oFqwtnvBEj $DELL 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE #Dell Technologies
All those $DELL AI server margins are going upstream to $NVDA and others 😂 https://t.co/fCRZ3jYLjn
Dell’s Shares Sink. Does It Actually Make Money Selling AI Servers? https://t.co/yrObYxzFHh
Dell shares slump 18% as heavy AI investments expected to dent margin https://t.co/11C45Qu1hT
Stocks making the biggest moves midday: Gap, MongoDB, Dell Technologies and more https://t.co/L1ikXaWb4T
🚀 Midday movers: $GPS $MDB $DELL $ZS and more! Gap soars on earnings beat, Dell slides on margin concerns. $DELL $LGF $ZS $JWN $GPS $AMBA $MRVL $MDB $S $VFC $COO $PAYC $FSLR https://t.co/aHhyfNvoo8
Upcoming Key Earnings for the Week Starting June 03, 2024 — Bookmark This! 🔖 What are you watching? Mon: $GTLB, $HQY Tues: $BBWI, $FERG, $CRWD, $HPE Wed: $DLTR, $LULU, $CHPT, $VSCO Thurs: $NIO, $DOCU, $IOT, $MTN Fri: Nonfarm Payroll https://t.co/trrSydNLk6
.@DellTech sees Q1 AI-optimized server demand surge https://t.co/YQMyrklxQZ Dell Technology reported better-than-expected first quarter results and said it saw strong demand across traditional and AI optimized servers.
$SMCI fair value $567 (-27% downside) based on current Consensus - which generously assumes improving margins even with yesterday's $DELL results and commentary. Our model template: https://t.co/8aAmrrxx7O https://t.co/CbZCp21squ https://t.co/Mkz3aXSWmU
It hasn't been a great morning for Dell Despite beating Q1 expectations, shares are down more than 20% today Investors look concerned about Dell's AI initiatives not translating into profits yet https://t.co/wVP9iYwvsg
$DELL | Key Highlights from Dell Technologies Inc.'s Q1 2025 Earnings Call $NVDA 👉 Revenue Growth and Financial Performance: 📍 Revenue for Q1 was $22.2 billion, up 6% year-over-year. 📍 Operating income was $1.5 billion, with diluted EPS at $1.27. 📍 Cash flow from… https://t.co/lowkw5pxL3
$DELL marked down over 21% as their AI hype parade fades post-earnings https://t.co/gkW7Aer3zt
⚠️ JUST IN: *DELL SHARES PLUNGE 22% AFTER EARNINGS $DELL https://t.co/ieOTdCVObx
Breaking news: Dell stock plunges as artificial intelligence server sales soar but profits remain stagnant. Shares experience significant drop on Friday.
$DELL falls most in 4 years as AI server sales fail to impress https://t.co/ZsS5P5rWCe via @business
Dell shares slump as heavy AI investments expected to dent margin https://t.co/9HW0ZhNQlK https://t.co/AtErKrO2oh
Upcoming earnings for the week of June 3rd, powered by FactSet StreetAccount data. Get access to all the earnings recaps on StreetAccount: https://t.co/iwkbxfrDnu $LULU $DLTR $BBWI $CRWD $CIEN $PVH $DOCU $FIVE $MTN $CPB $SJM $GWRE $HPE $THO $SMAR $BIG $BF.B $FERG $OLLI $SFIX… https://t.co/C05CrLOu49
#earnings for the week of June 3, 2024 https://t.co/hLn2sKQhEY $CRWD $LULU $NIO $DOCU $GTLB $DLTR $HPE $CHPT $IOT $VSCO $OLLI $FIVE $BBWI $GEF $HQY $SMTC $PVH $SAIC $RENT $CXM $FERG $BARK $UNFI $TTC $HIBB $DCI $BIG $CIEN $SJM $SFIX $GWRE $CNM $BRZE $ABM $BASE $CPB $LE $MTN $THO… https://t.co/v5WYMLCSTf
$DELL update 😳 https://t.co/9GA05PUDVW https://t.co/xr5pFzXiUk
Shares of Dell fall 16% as AI servers are sold at 'near-zero margins' https://t.co/ZPnfx3Gr4G
🇺🇸 US Pre Markets $DELL -16%: Guidance disappointed with AI investments expected to hit profit margins. $MRVL -0.8%: Missed on EPS and revenue while profit guidance was also weak. $NTAP +2.8%: Posted quarterly beats with strong guidance. $ZS +16%: Strong profit beat and…
Dell's Stock Takes a Tumble Following AI Server Sales Disappointment #AI #AIservers #artificialintelligence #Dell #Electronics #Investment #llm #machinelearning https://t.co/DkQKHnKZ5L https://t.co/hFxpBB3i2C
📈 Big pre-market moves: $DELL $ULTA $AMBA $GPS $ZS and more! Dell slides on margin concerns, Gap jumps on forecast boost! $DELL $ULTA $AMBA $GPS $ZS $JWN $MRVL $MDB $S $VFC $NTAP https://t.co/IpqHuo0Ime
$MRVL (-0.5% pre) Marvell Non-GAAP EPS of $0.24 in-line, revenue of $1.16B in-line - SA https://t.co/EjqWOi54Qe
$DELL (-15.8% pre) Dell Stock Falls as Earnings, Revenue Beat on Surging AI Server Demand Fails To Impress https://t.co/N2etmgrjXI
𝙄𝙩’𝙨 𝙁𝙧𝙞𝙙𝙖𝙮 ☀️ 📊 Despite earnings beat, $DELL shares fall from all-time highs 📊 $COST shares are down after earnings beat 📊 $ZS rallies after a strong earnings report Catch the #MorningMinute with @TomWhite_S:
🔵 DELL SHARES SLUMP AS HEAVY AI INVESTMENTS EXPECTED TO DENT MARGIN Full Story → https://t.co/8wewDDdrvV Dell Technologies shares tumbled about 14% in premarket trading on Friday, as the PC and server maker expects sizeable AI investments to dent its quarterly profit.
Dell Shares Plunge After 'AI Server Backlog Missed Expectations' https://t.co/YiOIaK8TXL
1/Marvell $MRVL Q1 Fiscal Year 2025 Results: Meets Earnings & Misses Revenue expectations by ~0.1% Total Revenue: $1.16 Bn, down 12% YoY, down 18% QoQ Net Income (Loss): $(215.6) MM, down 28% YoY, down 45% QoQ Shares down ~5% after results https://t.co/YBAtcnrdCJ
1/ Dell $DELL Q1 Fiscal 2025 Results: Misses Earnings by ~2% & Beats Revenue expectations by ~3% Total Revenue: $22.24 Bn, up 6% YoY, down 0.4% QoQ Net earnings: $955 MM, up 65% YoY, down 17% QoQ Shares down ~14% after results https://t.co/KxdoRrn8YS
Dell’s stock plummets as rising demand for AI servers eats away at its gross margin https://t.co/zgfqdCOOXe
Dell shows growth in AI server sales, but investors remain unimpressed. Will this trend continue or will Dell bounce back stronger? 🔥🖥️ #AI #Tech @Dell https://t.co/tVgSaWl9xy
$DELL Earnings per share: $1.27 adjusted vs. $1.26 estimated Revenue: $22.24 billion vs. $21.64 billion estimated https://t.co/idFG5X0R47
$DELL margins down materially, despite hype from Jensen at $NVDA...nothing moves in a straight line! - AI server sales were less than expected and stock down as much as 20% after hours - Sees FY Rev 93.5bn to $97.5bn, vs est $94.6bn - Sees 2Q sales of $23.5bn to $24.5bn up 5% -… https://t.co/UWRgCflZc3
Dell's first-quarter revenue exceeds expectations fueled by the AI boom in server demand 🚀 Stay ahead in the tech race with Dell's AI-powered servers and PCs. Are you ready to embrace the future? #AI #technology @DellTech https://t.co/XVLJnZW6Pk
📈 After-Hours Movers: $ZS surges 15%, $MDB tumbles 23%, $DELL drops 14%, $GPS soars 20%, and more! $ZS $MDB $DELL $JWN $GPS $COST $AMBA $NTAP $MRVL $ULTA $S $VFC https://t.co/b2ZfSGyQoR
Dell's AI-powered servers fuel revenue growth 💻💰 AI PCs on the rise 🚀 Can you keep up with the tech evolution? #AI #DellTechnologies #AIin2024 https://t.co/ku4N1DLDzH
$DELL's Guidance: FY25 revenue of $93.5B-$97.5B (Est. $94.5B) EPS of $7.65 (+/- $0.25) (Est. $7.84) 😕 Q2 revenue of $23.5B-$24.5B (Est. $23.36B) Q2 EPS of $1.65 (+/- $0.10) (Est. $1.86) 😕 Gross margin to decline by ~150bps YoY 😕 "SAYS LARGE DEALS IN COMMERCIAL PERSONAL… https://t.co/jfQBIuW0hz
AH Earnings Movers (05/30/24): $DELL: (EPS inline, rev beat, CSG FLAT YoY, gross margin short) $COST: (EPS, rev beat, Gross margin short Op margin ahead) $ULTA: (EPS, Rev beat, Better comps, Lowers outlook) $JWN: (EPS miss, rev beat, affirms outlook) $MDB: (EPS, Rev beat, Q2…
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 COO: "In ISG, our AI-optimized servers orders increased to $2.6B, with shipments up >100% QoQ to $1.7B. We have now shipped more than $3B of AI servers over the last 3 quarters. Our AI server backlog is $3.8B, growing QoQ by~$900M"
$DELL beats first-quarter revenue estimates as AI boom bolster server demand https://t.co/xdYECNAdGB
Dell reported its first revenue increase since 2022, but it wasn’t enough to impress investors with high expectations for the company’s AI-optimized server business https://t.co/qg7iwekNt3
Marvell CEO: "We see a favorable setup for the second half of this fiscal year, driven by continued growth in data center and the beginning of a recovery in enterprise networking and carrier infrastructure" $MRVL: -1.7% AH https://t.co/6Irkfs80du
Dell's stock has tripled over the last year due to AI server business. Still, the stock is way down after reporting earnings that didn't meet the hype. $DELL $SCMI $HPE $NVDA https://t.co/39PmzYtUPw
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 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/4MZBuV8ToJ
Dell double beat CEO: "We again demonstrated our ability to execute and deliver strong cash flow, with AI continuing to drive new growth" $DELL: -13% AH https://t.co/SgoPqWs5Qy
$DELL is down -13.02% after-hours 🩸 https://t.co/NfQoNnNb3z
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
$MDB implied move was 310±37, currently down $75, so it's getting $CRM'ed.
$MRVL | Marvell Tech Q1'25 Earnings Highlights: 🔹 EPS: $0.24 (Est. $0.25) 🔴 🔹 Revenue: $1.16B (Est. $1.18B) 🔴; DOWN -12% YoY Q2'25 Guidance: 🔹 EPS: $0.29 +/- $0.05 (Est. $0.30) 🟡 🔹 Revenue: $1.25B +/- 5% (Est. $1.24B) 🟡 Q1 Financial Metrics: 🔹 Net Revenue: $1.161B;…
$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 👉 Financial Performance: ➡️ Total Revenue: $22.2 billion, up 6% year over year. ➡️ Operating Income: $920 million, down 14% year over… https://t.co/UsHXmz2zqo
Re-upping this @Jack_Raines post as Dell tanks after earnings: The stock is up way more than Nvidia over the past year without the operating performance to match. https://t.co/TVmZzb1ggH
$DELL getting crushed
$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 $2.6…
Marvell reports EPS in-line, revs in-line; guides Q2 EPS in-line, revs in-line $MRVL
$mdb monster dive down wow
$MRVL | Post Market: -3% | Marvell Technology's Q1 Earnings Report: Revenue $1.161B 📉, EPS ($0.25) 📉. Strong AI demand drives results, data center revenue up 87%! $NVDA $AVGO $SMCI $MU $ALAB $AMD $INTC $QCOM $TSM 👉 Financial Performance: ➡️ Total Revenue: $1.161 billion,… https://t.co/BwftS6WlYA
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 🔴 -9.62% in AH https://t.co/kWWyproPim
$DELL Q1'25 Earnings Highlights: 🔹 Revenue: $22.24B (Est. $21.65B) 🟢; UP +6% YoY 🔹 Adj. EPS: $1.27 (Est. $1.25) 🟢; DOWN -3% YoY Segment Performance: Infrastructure Solutions Group (ISG): 🔹 Revenue: $9.2B; UP +22% YoY 🔹 Servers & Networking Revenue: $5.5B; UP +42% YoY 🔹…
$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
Dell’s Earnings Top Estimates. Sales of AI Servers Came In Strong. https://t.co/7E6dzchE4l
🔵 DELL BEATS FIRST-QUARTER REVENUE ESTIMATES AS AI BOOM BOLSTER SERVER DEMAND Full Story → 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 its… https://t.co/kqlsXNih9F
$MDB $DELL $MRVL Tech being clobbered after earnings $ZS $COST $ULTA holding up so far https://t.co/EzK4nYE2jV
💰 Dell Tech $DELL EPS. vs Forecast 1.27 / 1.25 🟢 Rev. vs Forecast 22.24B / 21.65B 🟢 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% 😬 Follow along! 👇 https://t.co/PsRxhgkj6O
"No company is better positioned than Dell to bring AI to the enterprise.” $DELL
Marvell, $MRVL earnings: Revenue $1.161 billion vs $1.16 billion EPS: $0.24 vs $0.24 Dell, $DELL, earnings: EPS $1.27 vs $1.29 Revenue $22.244 billion vs $21.7 billion MongoDB, $MDB: EPS $0.51 vs $0.37 Rev: $450.56M vs $439.91M Link: https://t.co/NZ42mMeaYO
$DELL Earnings: - First quarter revenue of $22.2 billion, up 6% year over year - Infrastructure Solutions Group (ISG) revenue of $9.2 billion, up 22% year over year, with record servers and networking revenue of $5.5 billion, up 42% - Client Solutions Group (CSG) revenue of… https://t.co/BpYH14fYMg
$MRVL Earnings: - Q1 Net Revenue: $1.161 billion, declined by (12)% year-on-year - Q1 Gross Margin: 45.5% GAAP gross margin; 62.4% non-GAAP gross margin - Q1 Diluted income (loss) per share: $(0.25) GAAP diluted loss per share; $0.24 non-GAAP diluted income per share "Marvell… https://t.co/xAoHbPQoUv
Marvell, $MRVL earnings: Revenue $1.161 billion vs $1.16 billion EPS: $0.24 vs $0.24 Dell, $DELL, earnings: EPS $1.27 vs $1.26 Revenue $22.2 billion vs $21.7 billion Link: https://t.co/NZ42mMeaYO
DELL EARNINGS JUST CAME OUT *DELL Q1 REVENUE $22.24B, EST. $21.62B ( BEAT ✅ *DELL Q1 ADJ EPS $1.27, EST. $1.23 ( BEAT ✅ ) $DELL https://t.co/R9FbmkaC3Y
$DELL beat 🚀 $spy $spx $qqq https://t.co/r1yYJPwwyw
$DELL Dell Technologies reports Q1 adjusted EPS $1.27, consensus $1.26Reports Q1 revenue $22.2B, consensus $21.64B.
$DELL after hours ... https://t.co/VP4GWP8JDI
$DELL JUST REPORTED EARNINGS EPS of $1.27 beating expectations of $1.26 Revenue of $22.2 beating expectations of $21.7B
$MDB $DELL big drop
*DELL 1Q ISG NET REV. $9.23B, EST. $9.06B
BIG EARNINGS AFTER THE BELL TODAY: $COST $DELL $MRVL $ULTA $MDB $ZS EXPECTATIONS BY THE STREET: COSTCO: $58.07B revenue / $3.70 EPS DELL: $21.67B revenues / $1.26 EPS MARVELL: $1.18B revenues / $0.25 EPS ULTA: $2.72B revenues / $6.24 EPS MONGO DB: $439.64M revenues /… https://t.co/cAmT5B14bR
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 EPS…
After the bell, $DELL and $COST will report earnings along with $ZS, $MRVL, $ULTA. The #Dell report will be big because it deals with AI and will influence $NVDA and $SMCI along with other chip names.
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
EARNINGS AFTER THE BELL: $COST $DELL $MRVL $VEEV $ZS $MDB $ULTA $COO $GPS $HCP $S $RH $JWN $ASAN $NTAP $AMBA $GES EARNINGS BEFORE THE BELL TOMORROW $DOOO $MLAB $GCO $XYF
$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 👀 Sentiment is still EXTREMELY bullish on Stocktwits Are you buying the dip into earnings? 👇 https://t.co/PsRxhgkj6O https://t.co/trPqvNIToa
Implied Estimated Stock Moves for Post-Market Earnings (05/30/2024): $ESTC +/-15.5% $S +/-15.0% $PHR +/-14.6% $AMBA +/-14.5% $ASAN +/-14.4% $DELL +/-12.8% $GPS +/-12.8% $PD +/-12.6% $MDB +/-10.8% $ZS +/-10.2% $JWN +/-10.2% $VEEV +/-8.1% $MRVL +/-8.0% $ULTA +/-7.7% $NTAP +/-7.3%…
Some of tonight's implied moves $dell 23ish, $cost 34ish, $zs 17, $mdb 34, $mrvl 6, $ulta 33
#earnings after the close on Thursday, May 30, 2024 https://t.co/hLn2sKQhEY $DELL $COST $ZS $MRVL $MDB $ULTA $S $NTAP $GPS $VEEV $ESTC $JWN $ASAN $AMBA $PD $GES $COO $HCP $PHR (and $IBTA) https://t.co/grKrMw97LR https://t.co/YyBTxj73mW
$DELL $SMCI https://t.co/JwKbgyYRln
Dell rides the AI wave to new heights 🚀 Stay ahead of the tech curve with Dell's latest innovations in AI-optimized PCs and servers. Are you ready to upgrade? #AI #tech @DellTech https://t.co/tHg0I5Arex
Top Earnings Th 5/30 Aft: $AMBA $ASAN $COO $COST $DELL $ESTC $GPS $HCP $IBTA $JWN $MDB $MRVL $NTAP $PD $PHR $S $ULTA $VEEV $ZS . Top Earnings Fri 5/31 Pre: $DOOO $GCO