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Dell Technologies (DELL)
NYSE:DELL
US Market

Dell Technologies (DELL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 28, 2025
TBA Not Confirmed
Period Ending
2026 (Q2)
Consensus EPS Forecast
2.27
Last Year’s EPS
1.89
Same Quarter Last Year
Based on 15 Analysts Ratings

Earnings Call Summary

Earnings Call Date:May 29, 2025
|
% Change Since: 2.02%
|
Next Earnings Date:Aug 28, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in AI demand, ISG and CSG segments, and record cash generation, indicating a positive performance. However, challenges in the consumer market, competitive pricing, and moderated demand in traditional servers present areas of concern.
Company Guidance
During Dell Technologies' Fiscal Year 2026 First Quarter Financial Results Conference Call, comprehensive guidance was provided, highlighting a 5% increase in revenue to $23.4 billion, driven by an 8% growth in both ISG and CSG sectors. The company recorded a 17% increase in earnings per share to $1.55 and generated record cash flow from operations of $2.8 billion. Dell booked $12.1 billion in AI orders, surpassing FY 2025 shipments, with $1.8 billion shipped and a $400 million backlog. The call emphasized strong demand for AI-optimized servers and projected shipments of $7 billion in AI servers for Q2. For FY 2026, Dell expects revenue between $101 billion and $105 billion, with ISG projected to grow in high teens, driven by over $15 billion in AI server shipments. The company raised its full-year EPS guidance to $9.4, reflecting a 15% increase, and highlighted ongoing investments in AI innovation and strategic partnerships.
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.

Dell Technologies (DELL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DELL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 28, 2025
2026 (Q2)
2.27 / -
1.89
May 29, 2025
2026 (Q1)
1.70 / 1.55
1.2722.05% (+0.28)
Feb 27, 2025
2025 (Q4)
2.52 / 2.68
2.221.82% (+0.48)
Nov 26, 2024
2025 (Q3)
2.06 / 2.15
1.8814.36% (+0.27)
Aug 29, 2024
2025 (Q2)
1.71 / 1.89
1.748.62% (+0.15)
May 30, 2024
2025 (Q1)
1.26 / 1.27
1.31-3.05% (-0.04)
Feb 29, 2024
2024 (Q4)
1.73 / 2.20
1.822.22% (+0.40)
Nov 30, 2023
2024 (Q3)
1.46 / 1.88
2.3-18.26% (-0.42)
Aug 31, 2023
2024 (Q2)
1.14 / 1.74
1.683.57% (+0.06)
Jun 01, 2023
2024 (Q1)
0.86 / 1.31
1.84-28.80% (-0.53)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DELL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 29, 2025
$113.63$111.27-2.08%
Feb 27, 2025
$107.14$102.10-4.70%
Nov 26, 2024
$140.28$123.09-12.25%
Aug 29, 2024
$109.21$113.94+4.33%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Dell Technologies (DELL) report earnings?
Dell Technologies (DELL) is schdueled to report earning on Aug 28, 2025, TBA Not Confirmed.
    What is Dell Technologies (DELL) earnings time?
    Dell Technologies (DELL) earnings time is at Aug 28, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is DELL EPS forecast?
          DELL EPS forecast for the fiscal quarter 2026 (Q2) is 2.27.

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