Dell Technologies(US:DELL) Xin Lang Cai Jing·2026-02-17 16:30Company Initiatives - Dell announced the launch of a unified enterprise platform named "One Dell Way" on May 3, 2026, described as the largest transformation since the company's inception, aimed at integrating data systems and simplifying processes to enhance operational efficiency and customer experience in the AI era [2] Business Progress - In the third fiscal quarter of 2026 (ending October 31, 2025), Dell's AI server orders reached a record high of $12.3 billion, with a backlog of $18.4 billion. The company raised its full-year AI server shipment guidance to approximately $25 billion, representing a year-over-year increase of over 150%. The order backlog for the next five quarters is viewed as a key growth driver, covering new cloud service providers, sovereign clouds, and enterprise customers [3] Brand Marketing Activities - At CES 2026, Dell showcased the return of the XPS series laptops and the expansion of the Alienware brand, aiming to meet diverse user needs. The XPS series focuses on the high-end lightweight laptop market, while Alienware expands into mainstream price segments to strengthen its competitiveness in the AI PC and gaming ecosystem [4] Financial Performance - Dell recently reported a record high revenue of $27 billion for the third fiscal quarter of 2026, with an optimistic guidance for the fourth quarter (ending January 31, 2026), expecting a midpoint revenue of $31.5 billion, a year-over-year increase of 32%. Future earnings report schedules will be announced through official channels [5]