Dell Technologies(US:DELL) Yahoo Finance·2025-12-09 16:19Financial Performance - Dell Technologies reported record revenue of $27.0 billion for Q3 2026, reflecting an 11% year-over-year increase driven by AI momentum [1] - The company's EPS increased by 17% to $2.59, attributed to improved profitability in AI and storage, along with operational scaling [2] - Operating income grew 11% year-over-year to $2.5 billion, representing 9.3% of revenue, due to increased revenue and reduced operating expenses [3] AI and Market Position - Dell Technologies achieved record AI server orders of $12.3 billion in Q3 2026, contributing to a total of $30 billion in orders year-to-date [1] - The company shipped $5.6 billion in AI servers during Q3 2026, totaling $15.6 billion year-to-date [3] - Dell's five-quarter pipeline is significantly larger than its $18.4 billion backlog, indicating strong demand from neocloud, sovereign, and enterprise customers [2] Future Outlook - For FY 2026, Dell expects revenue to be between $111.2 billion and $112.2 billion, marking a 17% year-over-year increase at the midpoint of $111.7 billion [3]