Dell Technologies(US:DELL) Xin Lang Ke Ji·2025-11-25 23:51Core Insights - Dell Technologies reported a revenue of $27 billion for Q3 of fiscal year 2026, marking an 11% year-over-year increase. Diluted earnings per share reached $2.28, up 39%, while non-GAAP diluted earnings per share hit a record $2.59, growing 17% [1][2]. Financial Performance - The Infrastructure Solutions Group (ISG) generated $14.1 billion in revenue for Q3, a 24% increase year-over-year. Server and networking revenue reached a record $10.1 billion, growing 37%, while storage revenue was $4 billion, down 1%. Operating profit for ISG was $1.7 billion, up 16% [1]. - The Client Solutions Group (CSG) reported revenue of $12.5 billion for the quarter, a 3% increase year-over-year. Commercial customer revenue was $10.6 billion, up 5%, while consumer revenue was $1.9 billion, down 7%. Operating profit for CSG remained flat at $748 million compared to the same period last year [1]. Strategic Developments - Dell's COO Jeff Clarke highlighted the rapid growth in artificial intelligence (AI), with AI server orders reaching a new high of $12.3 billion in Q3. Year-to-date, AI server orders have totaled an unprecedented $30 billion. The company has a backlog of $18.4 billion in orders, significantly exceeding future order reserves [2].