Dell misses revenue targets despite growth in AI and trad servers

2 days ago  · Dell revenue growth for Q3 FY25 fell short of expectations, driven primarily by new AI and traditional servers. In the quarter ended November 1, Dell missed the midpoint $24.5 …


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Dell Misses Revenue Targets Despite Growth In AI And Trad Servers

4 weeks from now

2 days ago  · Dell revenue growth for Q3 FY25 fell short of expectations, driven primarily by new AI and traditional servers. In the quarter ended November 1, Dell missed the midpoint $24.5 …

blocksandfiles.com

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Dell Could Be Poised To Benefit From AI Boom, Despite

4 weeks from now

3 days ago  · JPMorgan reiterated its "overweight" rating and price target of $160 following Dell's results. Despite the revenue miss, “AI server demand momentum continues to build,” the …

investopedia.com

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Dell Reports Booming AI Business, But Cuts Revenue Outlook

4 weeks from now

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 …

businessinsider.com

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Dell Technologies Q3 Earnings Beat On AI Demand But Revenue …

4 weeks from now

4 days ago  · Gross margin fell to 21.8% from 23.1% a year earlier, while operating margin edged up to 6.8%. Dell ended the quarter with $6.6 billion in cash and repurchased $429 million in …

proactiveinvestors.com

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

4 weeks from now

4 days ago  · Servers and networking revenue was $7.4 billion up 58%. This was a Q3 record for us. And we continue to see strong demand across both Traditional and AI servers. Storage …

seekingalpha.com

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Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales

4 weeks from now

3 days ago  · 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 …

seekingalpha.com

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Dell Stock Falls As Earnings, Revenue Beat On Surging AI Server …

4 weeks from now

May 30, 2024  · Surging demand for artificial intelligence servers helped, boosting Dell's servers and networking revenue to a record high. However, Dell's operating income declined 14% …

investopedia.com

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Dell's Profit, Margin Hurt By Higher AI Costs, Shares Slump

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May 30, 2024  · Shipments of the company's AI-optimized servers more than doubled to $1.7 billion, and the backlog grew more than 30% to $3.8 billion, Chief Operating Officer Jeff Clarke …

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Dell Stock Plummets As Earnings Lag AI Sales Growth

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May 31, 2024  · Dell credited record AI-optimized server sales for its revenue beat. For the current quarter, Dell predicted adjusted earnings of $1.65 a share, down 5% year over year, on sales …

investors.com

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Dell Technologies Q3 Revenue Misses Mark | The Motley Fool

4 weeks from now

4 days ago  · Adjusted earnings per share of $2.15 were up 14% year over year while total revenue of $24.4 billion jumped 10%. Despite the slight revenue miss, Dell demonstrated a …

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Dell Technologies Has A Major Refresh Cycle Coming In FY26 …

4 weeks from now

1 day ago  · ISG has been the primary revenue driver for Dell as growth for AI servers continues to accelerate. Order demand grew by 11% sequentially to $3.6b in Q3 ’25, driven by Tier 2 cloud …

seekingalpha.com

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Dell Stock Rises After Company Reports Stronger-Than

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Aug 29, 2024  · Server and networking revenue rose 80% to a record $7.7 billion, lifted by strong demand for both AI and traditional servers. Diluted earnings per share came in at $1.17, up …

investopedia.com

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

4 weeks from now

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 …

techmonitor.ai

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Dell Goes All-out On GenAI - Blocks And Files

4 weeks from now

Oct 6, 2023  · Vice chairman and COO Jeff Clarke claimed Dell’s AI will enable its total addressable market (TAM) to grow by an incremental $900 million from 2019 to 2027, growing …

blocksandfiles.com

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Dell Rises On Revenue Beat Fueled By Demand For AI Servers

4 weeks from now

Aug 30, 2024  · Operating margin for Dell’s business unit containing servers and other infrastructure was 11%, a step up from 8% in the prior quarter and ahead of the average …

yahoo.com

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Dell Shares Soar As Annual Forecast Gets A Boost From AI Adoption

4 weeks from now

Mar 1, 2024  · Servers and networking revenue was $4.9 billion in the fourth quarter, and the sequential growth driven primarily by AI-optimized servers, according to Dell. At least six …

nasdaq.com

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Dell Soars As Strong AI Server Demand Aids Q4, Outlook; Unveils …

4 weeks from now

Feb 29, 2024  · Servers and networking revenue hit $4.9B, driven primarily by AI-optimized servers. ... The company also projects average annual revenue growth of 3% to 4% and …

seekingalpha.com

FAQs about Dell misses revenue targets despite growth in AI and trad servers Coupon?

How has AI affected Dell's business?

Dell's servers and networking revenue reached $4.9B, mainly due to the demand for AI-optimized servers. AI-optimized servers have contributed significantly to Dell's business. Jeff Clarke, Dell's Chief Operating Officer, stated, "We have positioned ourselves well in AI. We have already started to benefit from the momentum we’re seeing. PCs will become even more essential as most day-to-day work with AI will be done on the PC. ...

Did Dell beat analyst estimates on demand for AI servers?

Dell Technologies ( DELL) reported first-quarter revenue and earnings that beat analysts' estimates on surging demand for artificial intelligence (AI) servers, though shares tumbled over 17% in extended trading Thursday as Dell's results failed to impress. ...

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. ...

Why is ISG a key revenue driver for Dell?

ISG has been the primary revenue driver for Dell as growth for AI servers continues to accelerate. Order demand grew by 11% sequentially to $3.6b in Q3 ’25, driven by Tier 2 cloud services providers [CSPs] and enterprise customers. In the quarter, Dell shipped $2.9b of AI servers and grew its AI server backlog to $4.5b. ...

Why is Dell struggling with AI-optimized servers?

Despite booming demand for the company's AI-optimized servers used to handle large artificial intelligence workloads, Dell's PC segment has been grappling with stiff competition from rivals and weak consumer spending amid an uncertain economy. ...

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. ...

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