DELL
Dell Technologies Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Dell Technologies Inc..
Coverage
Dell Nearly Doubled Its Revenue and Booked the Thinnest Gross Margin in Its Series in the Same Quarter
Dell's revenue grew 87.5% to $43.8B while gross margin fell to 17.75%, the lowest we hold. The site scores it 95 — above Broadcom, at a quarter of the margin.
Dell Q1 FY2027: AI Server Revenue Grew 757% to $16.1B, Stock Posts Its Best Day Ever
Dell Technologies blew past estimates in Q1 FY2027, with AI server revenue up 757% year-over-year to $16.1 billion on a record $24.4 billion of AI orders booked. Shares surged roughly 32% the next session — Dell's best trading day on record — after management raised full-year guidance and lifted its FY2027 AI server revenue outlook to $60 billion. We break down what the quarter means for the broader AI infrastructure buildout.
Earnings release dates
Company History
19-year-old Michael Dell founds the company in his University of Texas dorm room, selling IBM-compatible computers built from stock components directly to customers.
Dell Computer Corporation goes public on NASDAQ, raising capital that fuels its direct-to-consumer build-to-order PC model through the 1990s and 2000s.
Michael Dell and private-equity firm Silver Lake Partners complete a $24.9 billion leveraged buyout, taking Dell private to reposition it away from a shrinking, low-margin PC market without public-market scrutiny.
Dell closes its roughly $67 billion acquisition of storage and infrastructure giant EMC Corporation — then the largest tech acquisition in history — forming Dell Technologies and adding VMware, EMC storage, and other infrastructure businesses to its portfolio.
Dell Technologies returns to the public markets by acquiring the outstanding shares of the VMware tracking stock (DVMT) in a $23.9 billion deal, avoiding a traditional IPO and beginning to trade on the NYSE under the ticker DELL.
Dell completes the spin-off of VMware as an independent public company, using the proceeds to pay down debt taken on in the EMC deal and simplifying its corporate structure.
Dell's Infrastructure Solutions Group becomes the market's marquee AI-server growth story, with Q1 FY2027 AI server revenue up 757% year-over-year to $16.1 billion and a record order book, driving the stock's best single trading day on record.
