DELL News
R40 coverage for Dell Technologies Inc. (DELL).
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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.
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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.
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