Q3 FY26 Performance Highlights - Dell Technologies achieved a record Q3 revenue of $2701 billion, up 11% year-over-year, driven by AI server shipments[10, 11] - The company's diluted EPS reached $228, a 39% year-over-year increase, with a record Q3 non-GAAP diluted EPS of $259, up 17% year-over-year[10, 11] - Dell Technologies generated $12 billion in cash flow from operations in Q3, bringing the year-to-date total to $65 billion[10] - The company returned $16 billion of capital to shareholders in Q3, resulting in $53 billion returned year-to-date[10] Infrastructure Solutions Group (ISG) Performance - ISG revenue reached $1411 billion, a 24% year-over-year increase, with servers and networking revenue up 37% to $1013 billion[11] - Storage revenue for ISG was $398 billion, a decrease of 1% year-over-year[11] - ISG operating income improved sequentially to 124%, driven by AI server and storage performance[10] AI Server Business - Dell Technologies booked $30 billion in AI-optimized server orders year-to-date and expects to ship $25 billion in FY26[12] - AI shipments reached $56 billion in Q3, leading to $156 billion of shipments year-to-date, with an AI backlog of $184 billion exiting Q3[10] - The company expects to ship roughly $94 billion of AI servers in Q4, bringing FY26 shipments to roughly $25 billion, a 150% year-over-year increase[10] Client Solutions Group (CSG) Performance - CSG revenue was $1248 billion, a 3% year-over-year increase, with commercial revenue up 5% to $1062 billion[11] - Consumer revenue for CSG was $186 billion, a decrease of 7% year-over-year[11] FY26 Guidance - Dell Technologies projects FY26 revenue of $1117 billion ± $05 billion, up approximately 17% year-over-year, and non-GAAP diluted EPS of $992 ± $010, up approximately 22% year-over-year[15]