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Dell Technologies Earnings Calls
| Release date | Nov 25, 2025 |
| EPS estimate | $2.47 |
| EPS actual | - |
| Revenue estimate | 27.275B |
| Revenue actual | - |
| Expected change | +/- 3.70% |
| 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% |
| Release date | May 29, 2025 |
| EPS estimate | $1.70 |
| EPS actual | $1.55 |
| EPS Surprise | -8.82% |
| Revenue estimate | 23.18B |
| Revenue actual | 23.378B |
| Revenue Surprise | 0.85% |
| Release date | Feb 27, 2025 |
| EPS estimate | $2.52 |
| EPS actual | $2.68 |
| EPS Surprise | 6.35% |
| Revenue estimate | 24.568B |
| Revenue actual | 23.931B |
| Revenue Surprise | -2.59% |
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 | Feb 27, 2025 |
| Price on release | $107.83 |
| EPS estimate | $2.52 |
| EPS actual | $2.68 |
| EPS surprise | 6.35% |
| Date | Price |
|---|---|
| Feb 21, 2025 | $117.60 |
| Feb 24, 2025 | $114.14 |
| Feb 25, 2025 | $110.65 |
| Feb 26, 2025 | $115.65 |
| Feb 27, 2025 | $107.83 |
| Feb 28, 2025 | $102.76 |
| Mar 03, 2025 | $95.56 |
| Mar 04, 2025 | $94.07 |
| Mar 05, 2025 | $97.25 |
| 4 days before | -8.31% |
| 4 days after | -9.81% |
| On release day | -4.70% |
| Change in period | -17.30% |
| Release date | May 29, 2025 |
| Price on release | $113.63 |
| EPS estimate | $1.70 |
| EPS actual | $1.55 |
| EPS surprise | -8.82% |
| Date | Price |
|---|---|
| May 22, 2025 | $111.95 |
| May 23, 2025 | $112.11 |
| May 27, 2025 | $113.99 |
| May 28, 2025 | $113.77 |
| May 29, 2025 | $113.63 |
| May 30, 2025 | $111.27 |
| Jun 02, 2025 | $108.08 |
| Jun 03, 2025 | $111.90 |
| Jun 04, 2025 | $112.70 |
| 4 days before | 1.50% |
| 4 days after | -0.82% |
| On release day | -2.08% |
| Change in period | 0.670% |
| 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 | - |
| EPS estimate | $2.47 |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 11, 2025 | $138.76 |
| Nov 12, 2025 | $140.71 |
| Nov 13, 2025 | $133.94 |
| Nov 14, 2025 | $133.76 |
| Nov 17, 2025 | $122.48 |
Dell Technologies Earnings Call Transcript Summary of Q3 2025
Dell reported a strong Q3: revenue $24.4B (+10% YoY), diluted EPS $2.15 (+14%), and operating cash flow $1.6B. Infrastructure Solutions Group (ISG) drove the quarter with revenue up 34% and servers & networking up 58%; AI server shipments were $2.9B with an AI server backlog of $4.5B and a five‑quarter pipeline that grew >50% sequentially. Dell highlighted multiple new high‑density rack and server products (XE9712, XE9680L, IR5000, ORv3 rack, PowerScale F710/F910) and emphasized opportunity in rack‑scale systems, services, networking, cooling, and financing around AI deployments. Storage growth (+4%) lagged servers, though PowerStore, PowerFlex and PowerScale showed double‑digit demand and product/ software improvements. Client Solutions Group (CSG) was mixed: Commercial PCs +3% while Consumer PC revenue declined 18%; PC refresh timing has shifted into FY26. Gross margin compressed 140 bps (mix of AI servers and competitive CSG pricing), while Opex declined 2% and ISG operating margin improved to 13.3%. Guidance: Q4 revenue $24.0–25.0B (midpoint +10% YoY), diluted non‑GAAP EPS $2.50 ± $0.10 (midpoint +14% YoY); full‑year midpoint revenue +9% and EPS $7.81 (+10%). Balance sheet/cash: cash & investments $6.6B, inventory $6.7B (elevated for AI), negative cash conversion cycle (−38 days), and $9.8B returned to shareholders since FY'23. Key investor considerations: large and accelerating AI pipeline with non‑linear timing and supply/ship constraints (Blackwell ramp), improving ISG profitability, storage positioned to benefit from AI but currently lagging, PC refresh timing into FY26, and strong cash generation plus capital returns.
