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Dell Technologies(DELL) - 2025 Q3 - Earnings Call Transcript
2024-11-26 22:30
Dell Technologies (DELL) Q3 2025 Earnings Call November 26, 2024 04:30 PM ET Company Participants Paul Frantz - Vice President of Investor RelationsJeffrey Clarke - COO & Vice ChairmanYvonne McGill - Chief Financial OfficerAmit Daryanani - Senior Managing DirectorDavid Vogt - Managing DirectorErik Woodring - Managing Director - Equity ResearchBen Reitzes - Managing Director – Head of Technology ResearchAsiya Merchant - Director - Equity ResearchKrish Sankar - Managing DirectorMichael Ng - Managing Director ...
Dell Technologies Q3 earnings beat on AI demand but revenue misses estimates
Proactiveinvestors NA· 2024-11-26 21:36
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Dell Technologies(DELL) - 2025 Q3 - Quarterly Results
2024-11-26 21:12
Exhibit 99.1 D&LLTechnologies Dell Technologies Delivers Third Quarter Fiscal 2025 Financial Results News summary • Third quarter revenue of $24.4 billion, up 10% year over year • Infrastructure Solutions Group (ISG) revenue of $11.4 billion, up 34% year over year, with servers and networking revenue of $7.4 billion, up 58% • Client Solutions Group (CSG) revenue of $12.1 billion, down 1% year over year, with commercial client revenue up 3% at $10.1 billion • Diluted earnings per share of $1.58, up 16% year ...
Dell server sales rise 58% as company says AI shows 'no signs of slowing down'
CNBC· 2024-11-26 21:08
Michael Dell, chairman and chief executive officer of Dell Inc., speaks during the Dell Technologies World conference in Las Vegas, Nevada, US, on Monday, May 20, 2024.Dell Technologies reported quarterly earnings on Tuesday that beat analyst expectations for earnings per share but came up light on overall revenue. Shares fell 5% in after-hours trading.Here's how Dell did for the fiscal third quarter versus LSEG consensus estimates for the quarter ending Nov. 1:Earnings per share: $2.15 adjusted versus $2.0 ...
Dell Technologies Delivers Third Quarter Fiscal 2025 Financial Results
Prnewswire· 2024-11-26 21:05
News summary Third quarter revenue of $24.4 billion, up 10% year over year Infrastructure Solutions Group (ISG) revenue of $11.4 billion, up 34% year over year, with servers and networking revenue of $7.4 billion, up 58% Client Solutions Group (CSG) revenue of $12.1 billion, down 1% year over year, with commercial client revenue up 3% at $10.1 billion Diluted earnings per share of $1.58, up 16% year over year, and non-GAAP diluted earnings per share of $2.15, up 14%ROUND ROCK, Texas, Nov. 26, 2024 /PRNewswi ...
What Options Traders Expect from Dell Earnings
Schaeffers Investment Research· 2024-11-26 17:44
Dell Technologies Inc (NYSE:DELL) is slated to take to the earnings confessional after the close today, where the chip giant will report third-quarter results. According to Seeking Alpha, the consensus earnings per share estimate of $2.06 is a 9.6% year-over-year increase, while the average revenue estimate of $27.72 billion represents a 10.9% increase over the last 12 months.The company could see a big boost from Coreweave and Elon Musk's xAI, both of which said they use the Dell Technologies' hardware for ...
Dell's 93% Rally Hits Q3 Crossroads – What's Next For The Stock?
Benzinga· 2024-11-26 14:16
Dell Technologies Inc DELL will be reporting its third-quarter earnings on Tuesday. Wall Street expects $2.05 in EPS and $24.65 billion in revenues as the company reports after market hours.The stock is up 93.61% over the past year, 19.48% over the past month.Let’s look at what the charts indicate for Dell stock and how the stock currently maps against Wall Street estimates.Read Also: How To Earn $500 A Month From Dell Stock Ahead Of Q3 EarningsDell Technical Setup Ahead Of Q3 Earnings Dell stock is showcas ...
Is Dell the Next Big-Time Artificial Intelligence (AI) Stock?
The Motley Fool· 2024-11-26 12:15
Dell Technologies (DELL -0.04%) may not seem like the most exciting stock in the world. Many investors probably know Dell from a laptop they own or use at work, and it may seem like the furthest thing from an exciting artificial intelligence (AI) stock.However, Dell also has a division within its company that builds data center servers, which have seen a massive boost in demand as the AI arms race continues. With another competitor potentially struggling in this realm, does it open the door for Dell to take ...
Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?
ZACKS· 2024-11-25 15:31
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Dell Technologies (DELL) .Dell Technologies currently has an aver ...
What Wall Street Analysts Think of Dell's Stock Ahead of Earnings
Investopedia· 2024-11-25 10:35
Key TakeawaysDell is set to report third-quarter earnings after the closing bell Tuesday, with analysts expecting sales and profit gains from the year prior.Most analysts covering Dell tracked by Visible Alpha hold a "buy" or equivalent rating for the stock, but their consensus price target implies little upside.Dell could see more growth next year as AI server sales accelerate, Morgan Stanley analysts said. Dell (DELL) is set to report third-quarter earnings after the market closes Tuesday, with analysts a ...