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Dell Technologies Earnings Calls
| Release date | May 28, 2026 |
| EPS estimate | $2.96 |
| EPS actual | $4.86 |
| EPS Surprise | 64.19% |
| Revenue estimate | 35.744B |
| Revenue actual | 43.842B |
| Revenue Surprise | 22.66% |
| Release date | Feb 26, 2026 |
| EPS estimate | $3.53 |
| EPS actual | $3.89 |
| EPS Surprise | 10.20% |
| Revenue estimate | 31.672B |
| Revenue actual | 33.379B |
| Revenue Surprise | 5.39% |
| Release date | Nov 25, 2025 |
| EPS estimate | $2.47 |
| EPS actual | $2.59 |
| EPS Surprise | 4.86% |
| Revenue estimate | 27.155B |
| Revenue actual | 27.005B |
| Revenue Surprise | -0.551% |
| Release date | Aug 28, 2025 |
| EPS estimate | $2.29 |
| EPS actual | $2.32 |
| EPS Surprise | 1.31% |
| Revenue estimate | 29.016B |
| Revenue actual | 29.776B |
| Revenue Surprise | 2.62% |
Last 4 Quarters for Dell Technologies
Below you can see how DELL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 28, 2025 |
| Price on release | $134.05 |
| EPS estimate | $2.29 |
| EPS actual | $2.32 |
| EPS surprise | 1.31% |
| Date | Price |
|---|---|
| Aug 22, 2025 | $130.84 |
| Aug 25, 2025 | $131.01 |
| Aug 26, 2025 | $130.99 |
| Aug 27, 2025 | $132.50 |
| Aug 28, 2025 | $134.05 |
| Aug 29, 2025 | $122.15 |
| Sep 02, 2025 | $120.96 |
| Sep 03, 2025 | $124.02 |
| Sep 04, 2025 | $126.67 |
| 4 days before | 2.45% |
| 4 days after | -5.51% |
| On release day | -8.88% |
| Change in period | -3.19% |
| Release date | Nov 25, 2025 |
| Price on release | $125.92 |
| EPS estimate | $2.47 |
| EPS actual | $2.59 |
| EPS surprise | 4.86% |
| Date | Price |
|---|---|
| Nov 19, 2025 | $119.38 |
| Nov 20, 2025 | $117.40 |
| Nov 21, 2025 | $122.51 |
| Nov 24, 2025 | $127.22 |
| Nov 25, 2025 | $125.92 |
| Nov 26, 2025 | $133.26 |
| Nov 28, 2025 | $133.22 |
| Dec 01, 2025 | $132.09 |
| Dec 02, 2025 | $135.95 |
| 4 days before | 5.48% |
| 4 days after | 7.97% |
| On release day | 5.83% |
| Change in period | 13.88% |
| Release date | Feb 26, 2026 |
| Price on release | $121.47 |
| EPS estimate | $3.53 |
| EPS actual | $3.89 |
| EPS surprise | 10.20% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $122.27 |
| Feb 23, 2026 | $119.14 |
| Feb 24, 2026 | $119.78 |
| Feb 25, 2026 | $123.48 |
| Feb 26, 2026 | $121.47 |
| Feb 27, 2026 | $147.95 |
| Mar 02, 2026 | $153.55 |
| Mar 03, 2026 | $145.17 |
| Mar 04, 2026 | $147.10 |
| 4 days before | -0.658% |
| 4 days after | 21.10% |
| On release day | 21.80% |
| Change in period | 20.31% |
| Release date | May 28, 2026 |
| Price on release | $318.01 |
| EPS estimate | $2.96 |
| EPS actual | $4.86 |
| EPS surprise | 64.19% |
| Date | Price |
|---|---|
| May 21, 2026 | $252.86 |
| May 22, 2026 | $295.22 |
| May 26, 2026 | $305.07 |
| May 27, 2026 | $305.02 |
| May 28, 2026 | $318.01 |
| May 29, 2026 | $421.30 |
| Jun 01, 2026 | $465.96 |
| Jun 02, 2026 | $435.31 |
| Jun 03, 2026 | $421.08 |
| 4 days before | 25.77% |
| 4 days after | 32.41% |
| On release day | 32.48% |
| Change in period | 66.53% |
Dell Technologies Earnings Call Transcript Summary of Q2 2026
Dell delivered a strong fiscal Q2 with record revenue of $29.8B (up 19%) and Q2 record diluted EPS of $2.32 (up 19%). AI servers were the primary growth driver: Dell shipped a record $8.2B of AI servers in Q2, booked $5.6B of AI orders, and raised its full‑year AI server shipment guidance from $15B to $20B. ISG and CSG combined grew 22%; ISG revenue was a record $16.8B (up 44%) driven by servers & networking (up 69%). Storage revenue moderated (down 3%) though Dell IP/all‑flash offerings (PowerStore, PowerMax, PowerScale, ObjectScale) showed strength. CSG grew 1% with commercial up 2% and consumer down 7% but improving profitability. Operating expenses declined 4% and operating income rose 10% to $2.3B. Cash flow remained strong ($2.5B cash from operations), ending cash & investments $9.8B; core leverage at target ~1.5x; $1.3B returned to shareholders in the quarter. Guidance was raised: Q3 revenue $26.5–27.5B (midpoint +11% YoY); FY26 revenue raised to $105–109B (midpoint $107B, +12% YoY); FY26 non‑GAAP EPS raised to $9.55 (midpoint, +17%). Management highlighted that AI demand is lumpy and large deployments depend on site readiness (power/cooling), but they expect AI margins to improve in H2 via value engineering, scale, and higher attach rates (storage, networking, services). Key risks noted: mix effects from heavy AI server shipments can be rate‑dilutive in near term, moderated storage demand, and North America softness in traditional servers and federal spend headwinds.
