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

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 …

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

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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 …

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DELL - Dell Q3: Rapid AI Server Growth Offset Weak Consumer...

22 hours ago

3 days ago · 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 …

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Dell Misses Revenue Targets Despite Growth In AI And Trad Servers

22 hours ago

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 Forecasts Downbeat Fourth-quarter Revenue On PC Weakness

22 hours ago

4 days ago · "Interest in our portfolio is at an all-time high, driving record AI server orders demand of $3.6 billion in Q3 and a pipeline that grew more than 50%," Dell's Chief Operating Officer …

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Dell Technologies Q3 Earnings Beat On AI Demand But Revenue …

22 hours ago

4 days ago · Dell ended the quarter with $6.6 billion in cash and repurchased $429 million in shares. AI demand remained a highlight, with Dell reporting a record $3.6 billion in orders and …

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

22 hours ago

3 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 …

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

22 hours ago

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

22 hours ago

Dec 1, 2023 · Dell saw year-on-year revenue decline 10% in the last quarter, with slow sales of PCs continuing to hamper its progress. The vendor has seen an uptick in interest in its server …

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

22 hours ago

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 Forecasts Upbeat Fiscal 2025 On AI Server Demand | Reuters

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Feb 29, 2024 · The global PC market returned to 3% growth in the fourth quarter of 2023 and is now poised for a stronger recovery in 2024, data research firm Canalys said, opens new tab in …

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FAQs about Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales Coupon?

What's going on with Dell's AI server demand in Q3?

"Interest in our portfolio is at an all-time high, driving record AI server orders demand of $3.6 billion in Q3 and a pipeline that grew more than 50%," Dell's Chief Operating Officer Jeff Clarke said on Tuesday. ...

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. ...

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. ...

What drove Dell's AI growth?

The growth acceleration was driven by their strong growth in AI servers. Notably, Dell achieved $3.6 billion in AI server orders, marking a record high, with 50% year-over-year growth in sales pipelines. ...

How did Q3 perform compared to traditional servers?

ISG revenue was $11.4 billion up 34%. 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 revenue was up 4% to $4 billion. The overall demand environment in Storage continues to lag that of Traditional server. ...