Dell Technologies(DELL)

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Dell Technologies Inc. (DELL) Shareholder/Analyst Call - Slideshow (NYSE:DELL) 2025-10-07
Seeking Alpha· 2025-10-07 14:01
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戴尔(DELL.US)翻倍上调未来两年业绩预期,强劲AI需求为核心驱动力
智通财经网· 2025-10-07 13:40
智通财经APP获悉,戴尔科技(DELL.US)将未来两年的营收与利润增长预期近乎翻倍,并表示人工智能 (AI)产品需求将推动这一高增长预期至少延续至2030财年。受此消息影响,公司股价上涨。截至发稿, 戴尔股价上涨约6%。 克拉克于今年7月开始负责PC部门的运营,他还将在投资者活动中阐述公司为扭转疫情后PC市场份额流 失所采取的举措——此前戴尔的市场份额被惠普(HP Inc.)、联想(Lenovo Group Ltd.)等竞争对手抢占。 克拉克表示,尽管戴尔在面向消费者与企业客户的高端PC市场(约占整体市场的四分之一)表现不俗,但 在中低端设备领域,公司未能针对买家需求精准调整产品与定价策略。 戴尔此次发布"长期财务框架",预计未来四年营收年均增长率将达7%至9%,剔除部分项目后的每股收 益(EPS)年均增幅则不低于15%。回溯2023年,该公司曾预计营收增长率为3%至4%,调整后每股收益增 幅不低于8%。戴尔首席运营官杰夫·克拉克(Jeff Clarke)在活动前的采访中透露,公司将于周二在纽约举 行的投资者活动上公布这组更新后的数据,其适用周期将覆盖至2030财年。 克拉克表示:"两年前,我们所有人都低估 ...
美股三大指数小幅高开,道琼斯指数涨0.01%,标普500指数涨0.09%,纳斯达克综合指数涨0.07%
Mei Ri Jing Ji Xin Wen· 2025-10-07 13:35
每经AI快讯,10月7日,美股三大指数小幅高开,道琼斯指数涨0.01%,标普500指数涨0.09%,纳斯达 克综合指数涨0.07%。AMD延续昨日涨势,今日高开超6%。戴尔涨超5%,公司预计到2030财年销售将 增长7%至9%。IBM涨超2%,公司与Anthropic达成企业级人工智能软件合作协议。 ...
Dell Technologies (NYSE:DELL) Earnings Call Presentation
2025-10-07 13:30
Paul Frantz Vice President, Investor Relations S E C U R I T I E S A N A L Y S T M E E T I N G O C T O B E R 7 , 2 0 2 5 Dell Technologies Securities Analyst Meeting S E C U R I T I E S A N A L Y S T M E E T I N G O C T O B E R 7 , 2 0 2 5 Disclosures and Agenda Disclosures NON-GAAP FINANCIAL MEASURES This presentation includes information about non-GAAP revenue, non-GAAP operating income, non-GAAP net income attributable to Dell Technologies Inc., non-GAAP earnings per share - basic and non-GAAP earnings p ...
戴尔上调长期营收增长预期,盘前上涨5%
Xin Lang Cai Jing· 2025-10-07 13:09
在与分析师举行的会议上,戴尔科技公司(Dell Technologies)上调了长期营收及利润增长预期,受此 消息影响,该公司股价盘前上涨 5%。 这家计算机制造商表示,目前预计年营收增长率将在 7% 至 9% 之间 —— 相比 8 月份公布的 3% 至 4% 的此前预期,增幅显著提升。 在全年业绩方面,戴尔当前预计稀释后每股收益增长率将至少达到 15%,而此前的预期为增长 8% 或更 高。 戴尔称,此次上调业绩指引,是因为公司正充分利用 "技术领域前所未有的变革速度",尤其是人工智 能(AI)领域的发展机遇。该公司还补充道,其工程设计、部署服务、生态系统及其他配套服务 "使其 成为人工智能基础设施解决方案领域的领导者"。 来源:环球市场播报 ...
美股异动丨戴尔盘前直线拉升涨超7%
Ge Long Hui A P P· 2025-10-07 12:56
格隆汇10月7日|戴尔科技(DELL.US)盘前直线拉升,现涨超7%。消息面上,公司预计到2030财年销售 将增长7%至9%。 ...
Dell Boosts Long-Term Guidance. The Stock Is Rising Sharply.
Barrons· 2025-10-07 12:55
The company is targeting annual revenue growth of 7% to 9% through fiscal 2030. ...
Mercedes-Benz Q3 sales decline 12% as China weakness weighs on performance
Invezz· 2025-10-07 12:54
Mercedes-Benz Group announced on Tuesday that its sales in the third quarter of 2025 fell 12% from the corresponding quarter last year to 525,300 vehicles, dragged by declines in key markets such as C... ...
Dell stock pops as company ups long-term revenue growth expectations
CNBC· 2025-10-07 12:51
Visitors watch a hologram at the stand of Dell Technologies Inc., at the MWC (Mobile World Congress), the world's biggest mobile fair, in Barcelona on March 5, 2025.Shares of Dell Technologies climbed 5% Tuesday after the company increased its long-term revenue and profit growth expectations in a meeting with analysts.The computer maker said it now expects fiscal 2026 revenue to expand between 7% and 9%, an increase from its prior guidance of growth between 3% and 4%. For the full year, it now expects dilut ...
X @Bloomberg
Bloomberg· 2025-10-07 12:35
Dell Technologies Inc. roughly doubled its growth estimates for sales and profit for the next two years, and said demand for artificial intelligence products will extend those higher projections at least through the 2030 fiscal year https://t.co/wy6d1EQ4pY ...