Dell Q3: Rapid AI Server Growth Offset Weak …

Dell Technologies Inc. (DELL) Q3 2025 Earnings Call TranscriptDell: Why I Am Buying The Dip (NYSE:DELL) - Seeking Alpha

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Dell Technologies Inc (DELL) Q3 2025 Earnings Call Highlights: …

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3 days ago · Dell Technologies Inc reported a 10% year-over-year increase in revenue, reaching $24.4 billion, driven by strong ISG revenue growth. The company achieved a 14% increase in …

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Dell Sees AI-server Boom Gain More Steam, But Overall Revenue …

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4 days ago · AI servers are one part of Dell's infrastructure solutions group, which hauled in $11.4 billion in revenue during the latest quarter, up 34%, while analysts tracked by FactSet were …

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Dell Reports Booming AI Business, But Cuts Revenue Outlook

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3 days ago · The company has put AI at the forefront of its growth strategy and has partnered with Nvidia to build an AI factory for Elon Musk's xAI. Dell shipped $2.9 billion in AI servers during …

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Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Transcript

4 weeks from now

4 days ago · We shipped $2.9 billion of AI servers in Q3, resulting in AI server backlog of $4.5 billion. Our five quarter pipeline grew more than 50% sequentially with growth across all …

seekingalpha.com

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Earnings Call: Dell Sees Robust Growth In AI Server Market In Q3

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4 days ago · We shipped $2,900,000,000 of AI servers in Q3 resulting in AI server backlog of $4,500,000,000 Our 5 quarter pipeline grew more than 50% sequentially with growth across all …

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Want A Dell AI Server? Be Prepared To Wait 39 Weeks - Tech Monitor

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Dec 1, 2023 · But it is the company's server business that delivered a rare bright spot for Dell's shareholders, with servers and networking revenue up 9% in the preceding quarter. Overall, its …

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Dell Poised For Strong Q3 Amid AI Growth And Market Share Gains

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Nov 21, 2024 · A Closer Look at Dell’s Fiscal Q2. Dell’s bullish outlook took a positive turn in late August when the company reported its Q2 earnings. Dell posted EPS of $1.89, surpassing …

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DELL Q3 2025 Technologies Inc Earnings Call DELL

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4 days ago · NOVEMBER 26, 2024 / 9:30PM, DELL.N - Q3 2025 Dell Technologies Inc Earnings Call Now, let's look at operating income. We delivered a 12% increase to $2.2 billion or 9% of …

delltechnologies.com

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Dell Forecasts Upbeat Fiscal 2025 On AI Server Demand | Reuters

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Feb 29, 2024 · Dell forecasts upbeat fiscal 2025 on AI server demand. By ... The global PC market returned to 3% growth in the fourth quarter of 2023 and is now poised ... Dell's weak …

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Dell: Why I Am Buying The Dip (NYSE:DELL) - Seeking Alpha

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2 days ago · Dell's ISG segment grew 34% YoY, driven by a 58% surge in server and networking revenue. Dell shipped $2.9 billion in AI servers during Q3 FY25, with a backlog reaching $4.5 …

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FAQs about Dell Q3: Rapid AI Server Growth Offset Weak … Coupon?

Is Dell a good buy in Q3 fy25?

Dell delivered 9.5% revenue growth and 14% adjusted EPS growth in Q3 FY25, driven by the strong growth in AI servers. Dell experienced a weaker-than-expected growth in its Consumer PC business. I think their AI server growth momentum will remain strong, and I reiterate a 'Strong Buy' rating with a one-year target price of $210 per share. ...

Does Dell have a strong AI Business?

DELL reported 9.5% revenue growth and 14% adjusted EPS growth, primarily fueled by record-high AI server orders and strong enterprise customer traction. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth. ...

How did Dell's Q4 earnings impact its AI Business?

Revenues jumped 34% in Dell's ISG division, which includes the company's AI operations. But a lower-than-expected fourth quarter outlook drove Dell's shares down more than 10%. Dell reported third-quarter earnings on Tuesday that showed promising growth for its AI business, but forecast lower overall revenues than expected for the end of the year. ...

Will Dell's AI server business continue to grow?

Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth. I anticipate Dell's AI server business to grow significantly, contributing 6% to topline growth from FY25 to FY27, with overall margin expansion expected. ...

Is Dell guiding for 10% revenue growth in Q4 fy25?

Dell is guiding for 10% revenue growth for Q4 FY25 at the mid-point, as detailed in the slide below. In addition, the management expressed a strong confidence in FY26's growth, underpinned by AI demands and PC/traditional server upgrade cycles. ...

How did Dell perform in the third quarter?

Dell reported $24.4 billion in revenue for its third quarter — a 10% year-on-year increase. Revenues jumped 34% in Dell's ISG division, which includes the company's AI operations. But a lower-than-expected fourth quarter outlook drove Dell's shares down more than 10%. ...