Core Insights - Dell Technologies reported record revenue of $29.8 billion for Q2 of FY2026, representing a 19% year-over-year increase [1][3] - The company's operating profit reached $1.8 billion, up 27% year-over-year, while non-GAAP operating profit was $2.3 billion, a 10% increase [1][2] Financial Performance - For the three-month period ending August 1, 2025, net revenue was $29.776 billion, a 19% increase from $25.026 billion in the same period of 2024 [2] - Operating profit for the same period was $1.773 billion, up 27% from $1.392 billion year-over-year [2] - Non-GAAP operating profit for the quarter was $2.284 billion, a 10% increase from $2.084 billion [2] - The diluted earnings per share (EPS) was $1.70, a 38% increase from the previous year, while non-GAAP EPS reached a record $2.32, up 19% [2][3] Cash Flow and Shareholder Returns - The company generated operating cash flow of $2.5 billion for the quarter, a 90% increase from $1.34 billion [2] - Dell returned $1.3 billion to shareholders during the quarter [3] Segment Performance - The Infrastructure Solutions Group (ISG) achieved record revenue of $16.8 billion, a 44% increase year-over-year [3] - Server and networking revenue reached a record $12.9 billion, growing 69% [3] - Storage revenue was $3.9 billion, down 3% [3] - The Client Solutions Group (CSG) reported revenue of $12.5 billion, a 1% increase, with commercial customer revenue at $10.8 billion, up 2%, and consumer revenue at $1.7 billion, down 7% [3]

证券代码：300857 证券简称： 协创数据 公告编号：2025-093 协创数据技术股份有限公司 本公告所载2025年半年度的财务数据仅为初步核算数据，已经协 创数据技术股份有限公司（以下简称"公司"）内部审计部门审计， 未经会计师事务所审计，与公司2025年半年度报告中披露的最终数据 可能存在差异，请投资者注意投资风险。 一、 2025年半年度主要财务数据和指标 | | | | 单位：万元 | | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | 增减变动幅度 | | | | | | （%） | | | 营业总收入 | 494,398.43 | 357,804.98 | 38.18 | | | 营业利润 | 49,495.88 | 40,902.53 | 21.01 | | | 利润总额 | 49,474.43 | 40,847.14 | 21.12 | | | 归属于上市公司股东的净利润 | | 45,680.75 | 35,778.02 | 27.68 | | 扣除非经常性损益后的归属于 | | | | | | 上市公司股东的净利润 | | | ...

来源：上海证券报·中国证券网 对于经营业绩提升的原因，协创数据认为主要得益于算力业务快速发展，公司在报告期内加大业务拓展 与研发布局，AI服务器及算力服务的发展带动了公司收入的显著提升。此外，协创数据在物联智能终 端方面的新产品上市及新业务模式发展，共同驱动收入增长。同时，得益于服务器再制造资源整合深 化，协创数据在服务器再制造方面的产业链资源持续扩大，推动该业务稳健增长。此外，受益于本报告 期内算力服务业务的发展，公司存储业务发挥了协同效应，保持稳定增长态势。（朱先妮） 上证报中国证券网讯 8月11日晚间，协创数据发布2025年半年度业绩快报。公司预计实现营业收入49.44 亿元，同比增长38.18%；归母净利润4.57亿元，同比增长27.68%；扣非净利润4.42亿元，同比增长 24.96%；基本每股收益1.33元，加权平均净资产收益率为13.18%。 ...

格隆汇8月11日丨协创数据(300857.SZ)公布2025年半年度报告业绩快报，上半年公司实现营业收入49.44 亿元，同比增长38.18%；利润总额4.95亿元，同比增长21.12%；归属于上市公司股东的净利润4.57亿 元，同比增长27.68%。 影响经营业绩的主要因素为：(1)算力业务快速发展：报告期内，公司加大业务拓展与研发布局，AI服 务器及算力服务的发展带动了公司在报告期内收入的显著提升；(2)物联智能终端新品与模式创新：报 告期内，公司在物联智能终端方面的新产品上市及新业务模式发展，共同驱动收入增长；(3)服务器再 制造资源整合深化：报告期内，公司在服务器再制造方面的产业链资源持续扩大，推动该业务稳健增 长；(4)存储业务协同效应：受益于报告期内算力服务业务的发展，存储业务发挥了协同效应，在报告 期内保持稳定增长态势。 ...