Legacy IT firm Dell Technologies (DELL) is closing out 2025 with strong operational momentum and a strategic push into workforce development, pairing record financial results with a new national K-12 education initiative. Earlier today, Dell and “ed-tech” specialist firm Discovery Education announced Tech Career Circuit, a digital learning hub designed to equip students in grades 6–12 with foundational IT and digital literacy skills. In early trade today, DELL stock is up 3.63%.
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For Dell, the initiative aligns with its broader social-impact portfolio—including Student TechCrew and Girls Who Game—while reinforcing a long-term goal: expanding the future technology talent pipeline.
“Technology is moving at an incredible speed,” said Carly Tatum, Dell’s head of Giving and Impact. “At Dell, we want to prepare students for the future workforce, and technology and career skills are critical to participation. With Tech Career Circuit, we are providing access to opportunities and learnings that help K-12 educators anywhere in the world prepare students for skills needed in a career tomorrow,” she added. According to Dell, such partnership initiatives are designed to provide access to “future-ready” skills.
A sensitive but unavoidable topic is the role of AI in shaping tomorrow’s job market. While AI is driving unprecedented efficiencies and making once-specialized skills—such as accounting, trading, coding, and app development—far more accessible, it also raises pressing concerns about the future of human work. Dell’s investment in educational programs that build IT and digital literacy aims to address those challenges, helping develop a stronger talent pipeline while also strengthening the company’s public image.
Supporters see these efforts as a thoughtful, socially responsible response to AI’s disruptive potential, reinforcing both Dell’s long-term strategy and its brand reputation. Critics, however, argue the initiative is more about polishing the company’s image than meaningfully sourcing future talent, framing it as a well-timed public relations maneuver rather than a deep commitment to workforce development.
DELL’s Results Underline Growth Trajectory
The initiative announced today comes on the heels of one of Dell’s strongest quarters on record, first announced last week. The company reported $27 billion in revenue, up 11% year-over-year, and EPS of $2.59, a 17% increase. The standout driver remains demand for AI infrastructure, while AI server orders surged to $12.3 billion in Q3, bringing year-to-date orders to $30 billion. There was also word of a record $18.4 billion backlog signaling durable demand into 2026.
Dell’s Infrastructure Solutions Group (ISG), which includes servers and storage, delivered a record $14.1 billion in revenue, up 24%. The Client Solutions Group (CSG), focused on PCs and peripherals, grew 3% to $12.5 billion. The company also returned $1.6 billion to shareholders through buybacks and generated $1.2 billion in operating cash flow.
However, all is not rosy in the Dell garden, as not all segments are firing equally. Consumer revenue declined 7% since last year, and storage revenue slipped 1%, despite seven consecutive quarters of improving demand for PowerStore and other Dell IP storage products. Elevated component costs—especially DRAM and NAND—remain a margin headwind.
Investor sentiment toward Dell remains broadly positive, supported by bullish guidance. For Q4, Dell projects ~$31.5 billion in revenue and expects ISG and CSG to grow roughly 34%. Meanwhile, AI server shipments are forecast to reach ~$9 billion in Q4, driving full-year shipments to ~$25 billion, a 150% annual increase. For fiscal 2026, Dell is targeting a 17% increase in revenue to $111.7 billion, with EPS of $9.92 (~22%).
As Dell continues to evolve from a traditional hardware vendor to a diversified technology and services leader, programs like Tech Career Circuit highlight how the company is pairing growth strategy with societal investment. For retail investors, Dell’s combination of accelerating AI demand, steady shareholder returns, and long-term educational outreach may reinforce its position as one of the more compelling large-cap technology stories heading into 2026.
Following this morning’s bullish session, Dell stock now stands 8.3% higher since its earnings call last Tuesday — a somewhat different story from its previous earnings calls this year.
