2Wkยท

DELL Q4 Earnings Highlights:

$DELL (+1.37%)


๐Ÿ”น Adj. EPS: $2.68 (Est. $2.52) ๐ŸŸข; UP +18% YoY

๐Ÿ”น Revenue: $23.9B (Est. $24.58B) ๐Ÿ”ด; UP +7% YoY

๐Ÿ”น Adj. Operating Income: $2.7B; UP +22% YoY

๐Ÿ”ธ $10B share BuyBack


Q1 FY26 Guidance:

๐Ÿ”น Adj. EPS: $1.65 (Est. $1.73) ๐Ÿ”ด; UP +25% YoY

๐Ÿ”น Revenue: $22.5B-$23.5B (Est. $23.6B) ๐Ÿ”ด; UP +3% YoY at midpoint


FY26 Guidance:

๐Ÿ”น Revenue: $101.0B-$105.0B (Est. $103.63B) ๐ŸŸก; UP +8% YoY at midpoint

๐Ÿ”น Adj. EPS: $9.30 (Est. $9.31) ๐ŸŸก; UP +14% YoY


Q4 FY25 Segment Performance:

๐Ÿ”น Infrastructure Solutions Group (ISG) Revenue: $11.4B; UP +22% YoY

๐Ÿ”น Servers and Networking: $6.6B; UP +37% YoY

๐Ÿ”น Storage: $4.7B; UP +5% YoY

๐Ÿ”น Client Solutions Group (CSG) Revenue: $11.9B; UP +1% YoY

๐Ÿ”น Commercial Client: $10.0B; UP +5% YoY

๐Ÿ”น Consumer: $1.9B; DOWN -12% YoY


Announcements & Strategic Updates:

๐Ÿ”ธ Annual Dividend increased 18% to $2.10/share; Q1 dividend $0.525/share, payable May 2, 2025

๐Ÿ”ธ $10B share repurchase program authorized

๐Ÿ”ธ AI server backlog at ~$9B, driven by deals with xAI and others


Management Commentary:


๐Ÿ”ธ CFO Yvonne McGill: "FY25 was a transformative year โ€“ we hit $95.6 billion in revenue, grew our core business double digits, unlocked efficiencies, and drove record EPS."


๐Ÿ”ธ COO Jeff Clarke: "Our prospects for AI are strong, as we extend AI from the largest cloud service providers, into the enterprise at-scale, and out to the edge with the PC."

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