3Semanaยท

$DELL (+2,56ย %) Q3 Earnings Highlights:


๐Ÿ”น EPS: $2.15 (Est. $2.07) ๐ŸŸข; UP +16% YoY

๐Ÿ”น Revenue: $24.4B (Est. $24.66B) ๐Ÿ”ด; UP +10% YoY

๐Ÿ”น Operating Income: $1.7B (UP +12% YoY)

๐Ÿ”น Non-GAAP Operating Income: $2.2B (UP +12% YoY)

๐Ÿ”น Non-GAAP Diluted EPS: $2.15 (Est. $2.07) ๐ŸŸข; UP +14% YoY


Q3 Segment:

Infrastructure Solutions Group (ISG):

๐Ÿ”น Revenue: $11.4B (Est. $11.38B) ๐ŸŸก; UP +34% YoY

๐Ÿ”น Servers and Networking Revenue: $7.4B (Est. $7.62B) ๐Ÿ”ด; UP +58% YoY

๐Ÿ”น Storage Revenue: $4.0B (Est. $3.80B) ๐ŸŸข; UP +4% YoY

๐Ÿ”ธ Operating Income: $1.5B; UP +41% YoY

๐Ÿ”ธ Operating Margin: 13.3% (Est. 12.4%) ๐ŸŸข


Client Solutions Group (CSG):

๐Ÿ”น Revenue: $12.1B (Est. $12.36B) ๐Ÿ”ด; DOWN -1% YoY

๐Ÿ”น Commercial Revenue: $10.1B (Est. $10.46B) ๐Ÿ”ด; UP +3% YoY

๐Ÿ”น Consumer Revenue: $2.0B (Est. $1.95B) ๐ŸŸก; DOWN -18% YoY

๐Ÿ”ธ Operating Income: $694M; DOWN -25% YoY

๐Ÿ”ธ Operating Margin: 5.7% (Est. 6.4%) ๐Ÿ”ด


Key Metrics:

๐Ÿ”น Combined ISG and CSG Revenue: $23.5B; UP +13% YoY

๐Ÿ”น AI Server Order Demand: $3.6B, pipeline growth +50%


Cash and Financial Health:

๐Ÿ”น Cash Flow from Operations: $1.6B

๐Ÿ”น Ending Cash and Investments: $6.6B


CEO and Executive Commentary:

๐Ÿ”ธ CFO Yvonne McGill: "Our continued focus on profitability resulted in EPS growth outpacing revenue growth, with strong cash performance."

๐Ÿ”ธ COO Jeff Clarke: "Interest in our portfolio is at an all-time high, with record AI server order demand and robust opportunities in AI growth."

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