โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $7.04 (Est. $4.92) โ , +203% YoY.
โข Revenue: $46.97B (Est. $44.51B) โ , +58% YoY.
โข ISG Revenue: $31.78B, +89% YoY.
โข AI-Optimized Server Revenue: $16.40B, +100% YoY.
โข ISG Operating Income: $4.78B, +225% YoY.
โข Adjusted Free Cash Flow: $8.15B, +224% YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 FY2027 Revenue: $49.0B (Est. $41.36B) โ , +81% YoY.
โข Q3 FY2027 Adj. EPS: $6.50.
โข FY2027 Revenue: $192.0B (Est. $173.33B) โ , raised from $167.0B.
โข FY2027 Adj. EPS: $25.50 (Est. $18.82) โ , raised from $17.90.
โข FY2027 AI-Optimized Server Revenue: $74.0B, raised from $60.0B.
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๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue surged 58% YoY to a record $46.97B and beat consensus by more than $2B, while Adj. EPS rose 203% and significantly exceeded expectations.
โข AI-optimized server revenue doubled YoY to a record $16.4B, while Dell booked $60.9B of AI server orders and exited the quarter with a $95B backlog.
โข Infrastructure Solutions Group revenue jumped 89% YoY, with traditional servers and networking up 122% and storage up 26%.
โข Dell raised its FY2027 revenue outlook by $25B to $192B and lifted its AI server revenue outlook to $74B.
โข The company returned a record $4.3B to shareholders through share repurchases and dividends.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โWith AI momentum accelerating and our opportunity expanding across the portfolio, weโre raising our full-year FY27 revenue outlook by $25 billion to $192 billion, up nearly 70% year over year.โ