Revenue and Earnings Growth
Revenue reached $23.4 billion, up 5% from the previous year. Earnings per share increased by 17% to $1.55, growing three times faster than revenue.
Strong AI Demand
Dell experienced unprecedented demand for AI-optimized servers, booking $12.1 billion in orders in the first quarter and shipping $1.8 billion.
ISG and CSG Growth
ISG and CSG segments both grew 8%. ISG revenue was $10.3 billion, up 12%, and servers and networking revenue hit a Q1 record of $6.3 billion, up 16%.
Record Cash Generation
Dell achieved record Q1 cash flow from operations of $2.8 billion, driven by profitability and working capital improvement.
Commercial PC Growth
Commercial revenue increased by 9% to $11 billion, with strong demand in North America, EMEA, and APJ.
Continued Growth in Storage
Storage revenue increased 6%, marking the third consecutive quarter of growth with strong demand in Dell IP portfolio and PowerStore.
Significant Shareholder Returns
Dell returned $2.4 billion of capital to shareholders, reflecting confidence in business and disciplined capital allocation.