智通财经APP获悉，聚焦于PC与高性能服务器产品组装与制造的美国科技公司戴尔(DELL.US)周四美股 盘后发布的业绩报告显示，其全财年的利润展望超出华尔街分析师普遍预期，并称用于运行人工智能训 练/推理体系的AI服务器订单显著增加。戴尔截至5月2日的季度的AI服务器订单价值甚至超越整个2025 财年AI服务器出货量带来的整体价值，戴尔预计其计算机、服务器和存储业务的盈利能力将持续大举 扩张，并加快了股票回购，共同推进每股利润增长。 戴尔周四在业绩声明中指出，预计截至2026年1月结束的下一财年，不包括某些项目的每股收益将约为 9.40美元，高于今年2月给出的业绩预测。该公司重申其大约1030亿美元的全年销售额预期中值(戴尔给 出的销售额区间为1010亿美元至1050亿美元)。根据机构汇编的分析师平均预期，华尔街分析师们平均 预期在1030亿美元销售额基础上，每股收益约为9.21美元，意味着戴尔给出的财年利润预期显著超越华 尔街预期。 在截至5月2日的2026财年第一财季中，戴尔的整体销售额同比增长5%至234亿美元，高于华尔街分析师 们平均估计的231亿美元。不包括某些项目的调整后每股利润为1.55美元，同 ...

大家早上壕！ 先看海外要闻： 国内重大事件汇总： 1、中办、国办印发《关于健全资源环境要素市场化配置体系的意见》：支持各地区根据污染防治工作需要，有序扩大排污权交易品种和区域范 围；鼓励社会资本通过参与节水灌溉等节水工程建设运营并转让节约水量的用水权获得合理收益。 关税前景不明压制美股反弹，标普等三大美股指收盘齐涨、盘中均一度转跌，收盘道指涨0.28%，标普500指数涨0.4%，纳斯达克涨0.39%。 财报后英伟达涨超3%、百思买跌超7%、C3.ai涨近21%、戴尔盘后拉升、一度涨超5%。中概指数涨超1%、终结七连跌，亚控股收涨7.81%，京东 涨4.31%，小鹏涨3.98%。 特朗普政府拟为关税裁决打到最高院，美债收益率加速下行，美元指数跌幅扩大，期金一度涨近2%、黄金本周内首日上涨。原油盘中转跌，美 油一度跌超2%。 特朗普政府扳回一城：本准备打到最高院，后上诉法院批准请求，叫停阻止关税的裁决，暂时恢复关税政策。 黄仁勋计划出售至多600万股英伟达股票，价值超8亿美元，远超前次售股。 戴尔科技AI服务器订单远超预期，营收展望亮眼。 2、国家新型工业化操作系统鸿道操作系统正式发布。该系统的发布标志着我国在具 ...

Dell Technologies (DELL) reported $23.38 billion in revenue for the quarter ended April 2025, representing a year-over-year increase of 5.1%. EPS of $1.55 for the same period compares to $1.27 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $23.14 billion, representing a surprise of +1.04%. The company delivered an EPS surprise of -9.88%, with the consensus EPS estimate being $1.72.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Dell Technologies Inc. (NYSE:DELL) Q1 2026 Earnings Conference Call May 29, 2025 4:30 PM ET Company Participants Paul Frantz - Head of IR Jeff Clarke - Vice Chairman and COO Yvonne McGill - CFO Tyler Johnson - SVP and Treasurer Conference Call Participants Amit Daryanani - Evercore Ben Reitzes - Melius Research Erik Woodring - Morgan Stanley Wamsi Mohan - Bank of America Michael Ng - Goldman Sachs Samik Chatterjee - JPMorgan Asiya Merchant - Citigroup Krish Sankar - TD Cowen David Vogt - UBS Simon Leopold - ...

Dell Technologies (DELL) came out with quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.72 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -9.88%. A quarter ago, it was expected that this computer and technology services provider would post earnings of $2.53 per share when it actually produced earnings of $2.68, delivering a surprise of 5.93%.Over t ...

Financial Data and Key Metrics Changes - Revenue reached $23.4 billion, up 5%, driven by growth across all core markets [8][22] - Earnings per share increased by 17% to $1.55, growing three times faster than revenue [8][22] - Net income rose by 13% to $1.1 billion, primarily driven by stronger operating income [24][22] - Gross margin was $5.1 billion or 21.6% of revenue, down 80 basis points due to a competitive pricing environment [22][23] Business Line Data and Key Metrics Changes - ISG revenue was $10.3 billion, up 12%, with servers and networking revenue at a record $6.3 billion, up 16% [24][25] - CSG revenue rose by 5% to $12.5 billion, with commercial revenue up 9% to $11 billion, while consumer revenue declined 19% to $1.5 billion [27][22] - PowerStore demand rose double digits, growing for five consecutive quarters [13] Market Data and Key Metrics Changes - Strong demand for AI optimized servers, with $12.1 billion in orders booked in Q1, surpassing all shipments in FY 2025 [9][24] - Enterprise AI customers grew sequentially across key industry verticals including WebTech, financial services, manufacturing, media, and education [9][10] - Commercial demand was strongest in North America, with EMEA and APJ regions also showing double-digit growth [14] Company Strategy and Development Direction - The company is focused on expanding its leadership in AI, investing in innovation, and deepening customer partnerships [11][18] - The strategy includes modernizing the business and driving increased EPS growth through AI and infrastructure solutions [34][19] - The company aims to capture a substantial refresh opportunity with its sixteenth and seventeenth generation servers [12][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand for AI servers and the ability to execute on large, complex customer deployments [39][40] - The company anticipates a continued PC refresh cycle and expects Q2 revenue to be between $28.5 billion and $29.5 billion, up 16% at the midpoint [30][32] - Management remains cautious about traditional server and storage performance due to the dynamic macro environment [32][34] Other Important Information - The company generated record cash flow from operations of $2.8 billion in Q1 [28] - A total of $2.4 billion was returned to shareholders through stock repurchases and dividends [29] - The company expects full-year revenue to be between $101 billion and $105 billion, with ISG expected to grow in the high teens [32][33] Q&A Session Summary Question: AI server revenues and fiscal 2026 targets - Management noted that the backlog for AI servers is healthy, with expectations to exceed $15 billion in revenue for fiscal 2026 [37][43] Question: Second half guidance and demand moderation - Management indicated that they expect to ship approximately $7 billion of AI servers in the first half, with optimism for converting more pipeline in the second half [46][49] Question: Storage and services attach opportunity alongside AI servers - Management highlighted improvements in storage and networking attach rates, emphasizing the importance of deployment and installation services [56][58] Question: Impact of tariffs on financials - Management confirmed that their guidance includes considerations for tariffs and that they have navigated the cost environment successfully [68][70] Question: AI server profit outlook and customer types - Management reiterated that AI server profitability is expected to contribute positively to overall margins, with a growing number of enterprise customers [75][80] Question: Customer behavior and demand pull forward - Management acknowledged some customers pulling forward demand but remains optimistic about growth despite a slowdown in traditional server business [84][88] Question: Competitive dynamics and pricing strategies - Management stated that ASPs remained stable, with no price increases, and noted competitive behavior in large deals [93][99] Question: Storage attach rate and object scale platform - Management expressed optimism about storage opportunities and the potential to improve attach rates through new product offerings [104][108] Question: Demand characteristics and backlog composition - Management characterized the backlog as primarily consisting of Blackwell technology, with a focus on engineering and innovation to meet customer needs [112][114]

Financial Data and Key Metrics Changes - Revenue reached $23.4 billion, up 5% year-over-year, driven by growth across all core markets [6][20] - Earnings per share increased by 17% to $1.55, growing three times faster than revenue [6][20] - Net income rose 13% to $1.1 billion, primarily driven by stronger operating income [21][22] - Gross margin was $5.1 billion, or 21.6% of revenue, down 80 basis points due to a competitive pricing environment [20][21] Business Line Data and Key Metrics Changes - ISG revenue was $10.3 billion, up 12%, with servers and networking revenue at a record $6.3 billion, up 16% [22][23] - CSG revenue rose 5% to $12.5 billion, with commercial revenue up 9% to $11 billion, while consumer revenue declined 19% to $1.5 billion [25][26] - PowerStore demand rose double digits, growing for five consecutive quarters [11] Market Data and Key Metrics Changes - Strong demand for AI optimized servers, with $12.1 billion in orders booked in Q1, surpassing all shipments in FY 2025 [7][22] - Enterprise AI customers grew sequentially across key industry verticals, including WebTech, financial services, and education [7][8] - Commercial demand was strongest in North America, with EMEA and APJ regions also showing double-digit growth [12] Company Strategy and Development Direction - The company is focused on expanding its leadership in AI, investing in innovation, and deepening customer partnerships [9][16] - Continued emphasis on modernizing data centers with the introduction of sixteenth and seventeenth generation servers [17][18] - The company aims to capture more value from its platforms by increasing the mix of Dell IP storage [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand for AI servers and the ability to execute on large, complex customer deployments [37][50] - The company anticipates a continued PC refresh cycle as the installed base upgrades to new devices [27][30] - Management remains cautious about traditional server and storage performance due to the dynamic macro environment [30][31] Other Important Information - Record Q1 cash flow from operations of $2.8 billion, driven by profitability and working capital improvement [26] - The company returned $2.4 billion to shareholders through stock repurchases and dividends [27] - Full year revenue guidance is reiterated at $101 billion to $105 billion, with expectations for ISG to grow in the high teens [30][31] Q&A Session Summary Question: Can you discuss the AI server revenue outlook? - Management indicated that the backlog for AI servers is healthy, with expectations to exceed $15 billion for the fiscal year [36][41] Question: What are the expectations for the second half guidance? - Management expects to ship approximately $7 billion of AI servers in the first half, with optimism for converting more pipeline in the second half [44][46] Question: How is the storage attach opportunity evolving alongside AI servers? - Management noted modest improvements in storage and networking attach rates, emphasizing the importance of deployment and installation services [54][56] Question: Are tariffs impacting the financial outlook? - Management confirmed that current guidance includes all known tariff impacts and that input costs are expected to be deflationary [66][68] Question: What is the demand landscape for AI servers? - Management highlighted a diverse customer base, including CSP and enterprise customers, with significant growth in repeat enterprise customers [72][76] Question: How is the competitive environment affecting pricing? - Management stated that ASPs remained stable, with no price increases, and noted aggressive competition in large deals [90][92]

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M AY 2 9 , 2 0 2 5 Q1 FY26 Performance Review 1 Copyright © Dell Inc. All Rights Reserved. Disclosures NON-GAAP FINANCIAL MEASURES This presentation includes information about non-GAAP revenue, non-GAAP gross margin, non-GAAP operating expense, non-GAAP operating income, non- GAAP interest and other, net, non-GAAP income tax, non-GAAP net income, non- GAAP net income attributable to Dell Technologies Inc., non-GAAP earnings per share - basic and non-GAAP earnings per share - diluted, as well as adjusted EBI ...

Nvidia and Dell on Thursday announced a breakthrough supercomputer powered by artificial intelligence (AI) will launch next year to help drive research at the Department of Energy (DOE). The two companies were awarded a contract by the DOE to develop the new flagship supercomputer at the Lawrence Berkeley National Laboratory – known as the Berkeley Lab – which will be due in 2026. The supercomputer is expected to help advance research into fusion energy, materials science, astronomy and accelerate drug disc ...