Investorideas.com (www.investorideas.com newswire) is a popular platform for great investment ideas including AI and tech stocks, issuing market commentary on the trending stock Dell Technologies (NYSE: Dell).
Dell is trending up and once again showing the strength of tech stocks and the revenue growth they are experiencing quarter over quarter.
As of this report the stock is trading at $416.18 +99.13 (+31.27%) on volume of over 15 million shares. The trading range for this morning is $407.67 – $429.15.
Dell just announced financial results for its first quarter fiscal 2027 and provided guidance for its second quarter and full year fiscal 2027.
news summary
- record revenue of $43.8 billion88% increase year on year
- Record diluted earnings per share (EPS) of $5.24Growth of 282% year over year, and record non-GAAP diluted EPS $4.86up 214%
- Record the first quarter cash flow from operations of $4.1 billion
“Our record Q1 performance reflects strong demand in the quarter as well as our pace of innovation across the entire stack of PCs, compute and storage,” said Jeff Clark, vice president and chief operating officer of Dell Technologies. “We booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue. We are raising our AI server revenue expectations for fiscal 2017 to $60 billion, which only shows that the AI opportunity shows no signs of slowing down.”
“Execution was exceptionally strong across the entire business – from supply chain to sales to pricing – driving record revenue of $43.8 billion, record EPS, record Q1 cash flow of $4.1 billion and strong shareholder returns of $2.1 billion,” said David Kennedy, chief financial officer of Dell Technologies. “We entered FY27 with clear momentum, raising our full-year revenue outlook to $167 billion at the midpoint, up nearly 50% year over year.”
Infrastructure Solutions Group (ISG)
- Record Revenue: $29.0 billion181% increase year on year
- Record AI-Optimized Server Revenue: $16.1 billion757% increase year on year
- Record traditional server and networking revenues: $8.5 billion92% increase year on year
- Record storage revenue for the first quarter: $4.3 billion8% growth year on year
- Record Operating Income: $3.1 billion206% increase year on year
Customer Solutions Group (CSG)
- Income: $14.6 billion17% increase year on year
- Record Commercial Customer Revenue: $13.0 billion18% increase year on year
- Consumer Revenue: $1.6 billion9% increase year on year
- Record Operating Income: $1.2 billion79% increase year on year
capital return
Dell Technologies is back $2.1 billion to shareholders in the first quarter through share repurchases and dividends.
guidance summary
- Revenue is expected between second quarter FY27 $44.0 billion and $45.0 billion49% increase year over year at midpoint of $44.5 billion
- Second quarter FY27 GAAP diluted EPS expected $4.48 At the midpoint, growth of 164% year over year, and non-GAAP diluted EPS. $4.80 At the midpoint, up 107%
- Revenue is expected between full year FY27 $165.0 billion and $169.0 billion47% increase year over year at the midpoint of $167.0 billion
- Full-year AI-optimized server revenue is expected to be roughly $60 billion144% increase year on year
- Full year FY27 GAAP diluted EPS expected $17.31 At the midpoint, having 99% year-over-year growth, and non-GAAP diluted EPS $17.90 At the midpoint, up to 74%
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