Seems like an actually pretty good earnings for Dell yesterday.
https://investors.delltechnologies.com/stat...
- Total revenue for the first quarter was $23.4 billion, a 5% increase year-over-year
- Operating income surged by 21% year-over-year to $1.2 billion (or 10% non-GAAP to $1.7 billion).
- Non-GAAP diluted EPS increased by 17% to $1.55, while GAAP diluted EPS remained flat at $1.37.
- Generated a record $2.8 billion in cash flow from operations in Q1.
Dell Technologies
DELL
trading on NYSE
since 2018
$131.00
(Δ -2.10%)
-$2.79 since open
Dell Technologies is a global technology company that sells and services a wide range of hardware, including personal computers, servers, and data storage solutions, along with software and IT services for both individual consumers and large enterprises, increasingly focusing on AI-optimized infrastructure and as-a-service offerings.
| type | open | high | low |
market cap |
volume |
|---|---|---|---|---|---|
| stock | $135.20 | $136.14 | $132.21 | $90.32B | 3.88M |
| eps | p/e | p/s |
operating margin |
profit margin |
yield |
| +$1.39 | 24.58 | 3.93 | 4.98% | 4.13% | 1.60% |
In this market of course that means DELL is going to crater.
What's this? Dell actually acknowledging AMD is a company that exists in this world? New PowerEdge XE9785 and XE9785L servers are powered with MI350 series GPUs. And are packed with Epyc 5 CPUs. Did someone at dell finally peek out from under the rock and realize Intel is no longer the dominant force in the CPU space? Nah that can't be.