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DELL

Dell Technologies

Data CentersAI exposure: Partial

AI-optimized PowerEdge servers alongside PCs and storage.

Alerts for DELL

01What does it supply?

Products, customers, and where it sits in the AI stack.

What the company does

PCs, servers, storage and IT services.

Its role in AI

Sells AI servers to enterprises and large customers; a growing share of its infrastructure business.

02How much does AI matter to its business?

Partial. One line of business, or an indirect beneficiary.

Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.

Reported by the company

AI-Optimized Servers revenue $16.4 billion, up 100% year over year (record); record AI server orders $60.9 billion; AI server backlog $95 billion exiting the quarter.Source · Q2 FY2027, quarter ended July 31, 2026
Infrastructure Solutions Group revenue $31.8 billion, up 89% year over year; traditional servers and networking $10.5 billion, up 122%; total revenue $47.0 billion, up 58%.Source · Q2 FY2027, quarter ended July 31, 2026
Full-year FY2027 AI-Optimized Servers outlook raised to $74.0 billion from $60.0 billion (up 200% year over year); FY2027 revenue outlook raised to $192.0 billion from $167.0 billion.Source · Guidance issued September 1, 2026 for fiscal year ending around January 29, 2027

Estimates

No third-party or editorial estimates are listed for DELL. Only company-reported figures are shown at present.

Key financial metrics, by reporting period

Company-reported, via TradingView

03What should visitors watch next?

Earnings, product launches, customer spending, and the risks that matter.

Next earnings

No announced date on file. Check the investor relations page.

Last earnings release: 2026-09-01 (8-K)

Watch list

Q3 FY2027 revenue versus the guided $49.0 billion (up 81% Y/Y) and non-GAAP diluted EPS versus $6.50 source
Conversion of the $95 billion AI server backlog toward the raised $74.0 billion full-year AI-Optimized Servers outlook source

Growth drivers

COO Jeff Clarke: IT environments have shifted from cost centers to value drivers, and customers are investing accordingly, creating opportunity across the portfolio source
CFO David Kennedy: the company used its reinforcing advantages to drive growth, share gains, profitability and cash generation during the quarter source

Risks

The nature of demand for AI solutions may adversely affect operating performance through customer concentration among large customers and cloud providers, pricing pressure and inventory risk source
Relationships with product and component vendors could harm the business via supply constraints and shortages, which are especially acute during AI demand spikes source
Trade policies and disputes could raise tariffs and trade restrictions, increasing manufacturing costs and reducing demand for products source

Recent developments: SEC filings

Source: SEC EDGAR · refreshed every 15 min

8-KCurrent report · items 1.01,2.03,9.012026-09-15document folder
8-KCurrent report · items 8.01,9.012026-09-10document folder
10-QQuarterly report2026-09-08document folder
8-KEarnings release · items 2.02,9.012026-09-01document folder
8-KCurrent report · items 3.03,5.03,9.012026-07-06document folder
8-KCurrent report · items 3.03,5.07,8.01,9.012026-07-01document folder
8-KCurrent report · items 3.022026-06-17document folder
8-KCurrent report · items 1.01,2.03,9.012026-06-16document folder
8-KCurrent report · items 8.01,9.012026-06-12document folder
8-KCurrent report · items 1.01,1.02,2.03,9.012026-06-10document folder
10-QQuarterly report2026-06-09document folder
8-KEarnings release · items 2.02,9.012026-05-28document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
Silver Lake Technology Investors V, L.P. Director, 10% owner	Option exercise · acquired	251	—	2026-09-16
Silver Lake Technology Investors V, L.P. Director, 10% owner	Open-market sale · disposed	251	$534.03	2026-09-16
Silver Lake Partners IV, L.P. Director, 10% owner	Option exercise · acquired	37,750	—	2026-09-16
Silver Lake Partners IV, L.P. Director, 10% owner	Open-market sale · disposed	35,261	$535.16	2026-09-16
Silver Lake Partners V DE (AIV), L.P. Director, 10% owner	Option exercise · acquired	20,434	—	2026-09-16
Silver Lake Partners V DE (AIV), L.P. Director, 10% owner	Open-market sale · disposed	14,242	$534.05	2026-09-16
Silver Lake Technology Investors IV, L.P. Director, 10% owner	Option exercise · acquired	555	—	2026-09-16
Silver Lake Technology Investors IV, L.P. Director, 10% owner	Open-market sale · disposed	554	$534.04	2026-09-16
SL SPV-2, L.P. Director, 10% owner	Option exercise · acquired	36,773	—	2026-09-16
SL SPV-2, L.P. Director, 10% owner	Open-market sale · disposed	24,791	$534.05	2026-09-16
Silver Lake Technology Investors V, L.P. Director, 10% owner	Option exercise · acquired	729	—	2026-09-15
Silver Lake Technology Investors V, L.P. Director, 10% owner	Open-market sale · disposed	729	$558.75	2026-09-15

News

Related companies in Data Centers

Original sources

Investor relations — earnings dates, releases, presentations
SEC EDGAR company page — every filing (CIK 0001571996)
TradingView symbol page — full chart and data

Research note — Fiscal year ends around Jan 30 (FY2026 ended January 30, 2026); Q2 FY2027 ended July 31, 2026. No upcoming events were listed on the IR site and the Sept. conference release did not name a Q3 results date.