Core Insights - Dell Technologies reported non-GAAP earnings of $2.15 per share for Q3 fiscal 2025, exceeding the Zacks Consensus Estimate by 4.37% and showing a year-over-year increase of 14.4% [1][2] - Revenue for the quarter rose 9.5% year over year to $24.37 billion, although it fell short of the consensus estimate by 0.79% [2] - The company has maintained its strong fiscal 2025 guidance for revenues and earnings, which is expected to enhance share price momentum [3] Revenue Breakdown - Product revenues increased by 12.7% year over year to $18.29 billion, surpassing the Zacks Consensus Estimate by 0.89% [4] - Services revenues grew by 1% year over year to $6.08 billion, missing the Zacks Consensus Estimate by 4.6% [4] - Infrastructure Solutions Group (ISG) revenues surged 33.8% year over year to $11.37 billion, driven by strong demand in servers and networking, which saw a 58.2% year-over-year growth [5] - Client Solutions Group (CSG) revenues were $12.13 billion, reflecting a decline of 1.2% year over year, with commercial client revenues increasing by 3.1% and consumer revenues decreasing by 18.4% [7] AI and Server Performance - Dell achieved a record $3.6 billion in AI-optimized server orders, primarily from Tier 2 cloud service providers and growing enterprise demand [6] - The company shipped $2.9 billion worth of AI servers in Q3, with a healthy AI server backlog of $4.5 billion [6] Operating Performance - Non-GAAP gross profit for Q3 increased by 3.1% year over year to $5.44 billion, while gross margin contracted by 140 basis points to 22.3% [8] - Non-GAAP operating income rose by 12% year over year to $2.2 billion, with the operating margin contracting by 20 basis points to 9% [10] Financial Position - As of November 1, 2024, Dell had $5.23 billion in cash and cash equivalents, up from $4.55 billion as of August 2, 2024 [11] - Total debt increased to $25.02 billion from $24.52 billion during the same period [12] - The company generated $1.55 billion in cash flow from operations and returned $725 million to shareholders through share repurchases and dividends [12] Fiscal 2025 Guidance - For Q4 fiscal 2025, Dell expects revenues between $24 billion and $25 billion, indicating a 10% growth at the midpoint [13] - Non-GAAP earnings are projected to be $2.5 per share, reflecting a 14% growth at the midpoint [14] - For the full fiscal year 2025, revenues are anticipated to grow by 9%, with non-GAAP earnings expected to reach $7.81 per share, up 10% year over year [14]

Core Insights - Dell Technologies is projecting weaker revenue from AI server sales in Q4, which may be attributed to unexpected factors [1] Group 1 - The company has indicated a decline in AI server revenue expectations for the fourth quarter [1] - The reasons behind this decline may be surprising to stakeholders [1]

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U.S. stock futures were lower this morning, with the Dow futures falling around 50 points on Wednesday.Shares of Dell Technologies Inc. DELL fell sharply in today's pre-market trading following third-quarter results.Dell Technologies reported quarterly earnings of $2.15 per share, which beat the analyst consensus estimate of $2.05. Quarterly revenue came in at $24.37 billion, which missed the consensus estimate of $24.65 billion and is an increase over revenue of $22.25 billion from the same period last yea ...

Core Insights - Dell reported third-quarter revenue of $24.4 billion, reflecting a 10% year-on-year increase, but fell short of analysts' expectations of $24.67 billion [2][3] - The Infrastructure Solutions Group (ISG) saw a significant revenue increase of 34% year-on-year, reaching a record-high of $11.4 billion, driven by strong demand for AI servers and related technologies [3][4] - Despite strong growth in the AI sector, Dell's shares dropped 12% in premarket trading due to a lower-than-expected fourth-quarter revenue outlook, projected between $24 billion and $25 billion, compared to analysts' forecast of $25.5 billion [4][5] Revenue Breakdown - ISG revenues reached $11.4 billion, with server and networking revenue increasing by 58% year-over-year to $7.4 billion [3] - Client Solutions Group (CSG) revenue declined by 1% year-over-year to $12.1 billion, with commercial client revenue growing by 3% but consumer revenue falling by 18% [6] AI Business Performance - Dell's AI operations are positioned as a key growth area, with AI server orders reaching $3.6 billion in Q3 and a pipeline growth of over 50% [4][7] - The company shipped $2.9 billion in AI servers during the quarter and has established partnerships, including one with Nvidia for an AI factory for Elon Musk's xAI [7]

Dell’s (NYSE: DELL) share price is spiraling downward as investors digest the company’s third-quarter earnings and future forecasts.At the close of the latest trading session, Dell was trading at $141.74, ending the day down 1.7%. The weakness extended into pre-market trading on November 27, where the stock has plunged over 13% to $123. Despite this dip, Dell remains green for 2024, gaining almost 90% year-to-date.DELL one-day stock price chart. Source: Google FinanceWhy DELL share price is plunging This de ...

Dell Technologies (NYSE: DELL ) has just released its FQ3 2025 earnings, and the market reacted with an 11% post-market sell-off. This was unfair in my opinion because there are multiple robust indications that the company is fundamentally strong andComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies p ...

More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

Key TakeawaysDell shares fell 11% in extended trading Tuesday after the server and personal computer maker reported quarterly revenue that came in below Wall Street expectations.The stock has trended higher within a rising wedge, a chart pattern that may signal a potential reversal upon a breakdown below the formation’s lower trendline.Investors should watch key support levels on Dell's chart around $130, $105, and $87. while also monitoring an important overhead area near $180. Dell (DELL) shares tumbled i ...

Dell Technologies Inc. (NYSE:DELL) Q3 2025 Earnings Conference Call November 26, 2024 4:30 PM ET Company Participants Paul Frantz - Head of Investor Relations Jeff Clarke - Vice Chairman and Chief Operating Officer Yvonne McGill - Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore ISI Toni Sacconaghi - Bernstein Aaron Rakers - Wells Fargo David Vogt - UBS Erik Woodring - Morgan Stanley Wamsi Mohan - Bank of America Ben Reitzes - Melius Research Asiya Merchant - Citi Mehdi Hossein ...