Core Insights - Dell Technologies (DELL.US) shares fell nearly 10% to $121.06 following its Q2 earnings report, despite a 19% increase in sales to $29.8 billion, surpassing the average expectation of $29.2 billion [1] - The adjusted earnings per share were $2.32, slightly above the analysts' average estimate of $2.30 [1] Sales Performance - The company reported a decline in AI server sales compared to the previous quarter, with orders amounting to $5.6 billion, down from $12.1 billion [1] - Dell shipped servers worth $8.2 billion during the quarter, with a backlog of orders valued at $11.7 billion at the end of the quarter [1] Profitability Metrics - The operating profit margin for the infrastructure segment, which includes server and networking sales, was 8.8%, below the analysts' average expectation of 10.3% [1] - The overall adjusted gross margin for Dell was 18.7%, which narrowed compared to the same period last year and fell short of the analysts' expectation of 19.6% [1]
Q2AI服务器利润率收窄引担忧 戴尔科技(DELL.US)跌近10%