Dell Technologies(DELL)
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戴尔科技:AI需求持续强劲,上修25财年ISG增速及整体营收指引
长城证券· 2024-06-04 09:01
戴尔(DELL.N) | --- | --- | --- | --- | --- | --- | --- | --- | |------------------------|---------|---------|---------|---------|---------|------------------------------------------|---------| | 财务指标 | FY2023A | FY2024A | FY2025E | FY2026E | FY2027E | 增持(维持评级) | | | 营业收入(百万美元) | 102,301 | 88,425 | 95,500 | 99,129 | 102,350 | | | | 增长率 yoy ( % ) | 1.1 | -13.6 | 8.0 | 3.8 | 3.2 | 股票信息 | | | 归母净利润(百万美元) | 2,442 | 3,211 | 5,434 | 6,120 | 7,084 | 行业 电脑硬件、储存设备及电脑周边 | | | 增长率 yoy ( % ) | -56.1 | 31.5 | 69.2 | 12.6 | ...
Dell's Selloff Opens The Door For A Buying Opportunity
Seeking Alpha· 2024-06-03 21:04
Sundry Photography eq425 Net revenue Commercial 10,137 Consumer 12,657 9,102 8,594 8,935 2,388 2,442 2,152 1,813 2,197 2,410 2,174 12,310 Total CSG net revenue 58,213 48,916 49,615 52,420 12,942 12,276 11,715 11,967 12,883 12,454 Operating Income: CSG operating income 3,824 3,512 805 726 900 996 739 3,369 3,800 909 732 Dell Technologies (NYSE:DELL) reported a relatively mixed Q1' 25 with significant strength in AI server revenue, servers shipped, and strength in their growing backlog. Despite this elevated ...
What's Going on With Dell Stock?
The Motley Fool· 2024-06-03 16:00
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
Should You Buy Dell Stock on the Dip?
The Motley Fool· 2024-06-03 14:17
Dell reported disappointing quarterly earnings figures that sent the stock price crashing down. Fool.com contributor Parkev Tatevosian reviews Dell's (DELL -5.37%) most recent results and lets you know if it is a buying opportunity. *Stock prices used were the afternoon prices of May 30, 2024. The video was published on June 1, 2024. ...
Is Most-Watched Stock Dell Technologies Inc. (DELL) Worth Betting on Now?
ZACKS· 2024-06-03 14:06
Dell Technologies (DELL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this computer and technology services provider have returned +11.6%, compared to the Zacks S&P 500 composite's +5.1% change. During this period, the Zacks Computers - IT Services industry, which Dell Technologies falls in, has lost 0.1%. The key question now is: ...
Dell Technologies(DELL) - 2025 Q1 - Earnings Call Transcript
2024-05-31 01:04
Operator I'd like to turn the call over to Rob Williams, Head of Investor Relations. Mr. Williams, you may begin. During this call, unless otherwise indicated, all references to financial measures refer to non-GAAP financial measures, including non-GAAP gross margin, operating expenses, operating income, net income, diluted earnings per share and adjusted free cash flow. Reconciliation of these measures to their most directly comparable GAAP measures can be found in our web deck and our press release. Growt ...
Dell Technologies (DELL) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2024-05-30 23:30
For the quarter ended April 2024, Dell Technologies (DELL) reported revenue of $22.24 billion, up 6.3% over the same period last year. EPS came in at $1.27, compared to $1.31 in the year-ago quarter. The reported revenue represents a surprise of +2.50% over the Zacks Consensus Estimate of $21.7 billion. With the consensus EPS estimate being $1.25, the EPS surprise was +1.60%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stre ...
4 Key Takeaways From Dell Technologies' Earnings Call
Investopedia· 2024-05-30 23:22
After Dell Technologies (DELL) reported fiscal first-quarter revenue and earnings that beat analysts' estimates, executives joined the company's earnings call to discuss Dell's guidance, margins, artificial intelligence (AI) server backlog, and AI opportunities. Full-Year Outlook Raised, Q2 Guidance Tops Analysts' Estimates On the call, Dell provided guidance for the second quarter, the full 2025 fiscal year, and the infrastructure solution group (ISG) segment. CFO Yvonne McGill said Dell expects second-qua ...
Dell Technologies (DELL) Q1 Earnings and Revenues Top Estimates
ZACKS· 2024-05-30 22:40
Dell Technologies (DELL) came out with quarterly earnings of $1.27 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 1.60%. A quarter ago, it was expected that this computer and technology services provider would post earnings of $1.73 per share when it actually produced earnings of $2.20, delivering a surprise of 27.17%. Over ...
Dell Stock Falls as Earnings, Revenue Beat on Surging AI Server Demand Fails To Impress
Investopedia· 2024-05-30 21:50
Key Takeaways Dell Technologies reported first-quarter revenue and earnings that beat analysts' estimates. Surging demand for artificial intelligence servers helped, boosting Dell's servers and networking revenue to a record high. However, Dell's operating income declined 14% from the same period the previous year. Shares of Dell dropped over 17% in extended trading Thursday following the release, as the company's results failed to impress. Dell Technologies (DELL) reported first-quarter revenue and earning ...