DELL Earnings Prediction
The chart below shows how DELL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DELL sees a -2.26% change in stock price 10 days leading up to the earnings, and a -0.82% change 10 days following the report. On the earnings day itself, the stock moves by -1.23%. This data can give you a slight idea of what to expect for the next quarter's release.
DELL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
24.37B
9.51%
-2.64%
Gross Margin
21.78%
-5.88%
2.64%
Operating Margin
7.44%
10.22%
11.54%
Net Margin
4.63%
2.66%
37.80%
EPS
1.58
16.18%
35.04%
No Data Available
DELL Earnings Analysis
Dell Technologies Inc. Corporation (DELL.N) Earnings Conference Call
Positive
Revenue Increase Overview: Revenue increased by 10% to $24.4 billion, driven by strong ISG revenue growth.
Diluted EPS Increase: Diluted EPS rose by 14% to $2.15, reflecting improved profitability.
Operating Income Increase: Operating income increased by 12% to $2.2 billion, representing 9% of revenue.
Strong Cash Generation: Cash flow from operations was $1.6 billion, highlighting strong cash generation.
Revenue Growth Highlights: ISG revenue grew 34% year-over-year, with servers and networking revenue up 58%.
Negative
Revenue Decline Analysis: C S G revenue was down 1% to $12.1 billion.
Consumer Revenue Decline: Consumer revenue was down 18% to $2 billion.
Operating Income Decline: C S G operating income was $694 million or 5.7% of revenue, which is 50 basis points lower sequentially due to a more competitive pricing environment, primarily in the Consumer space.
Federal Spending Decline: Shifting federal spending or sovereign spending was down 11% to $1.6 billion in the third quarter.
Demand and Profitability Challenges: Customer demand and profitability continues to be challenged.
DELL FAQs
How does DELL typically perform around its earnings report dates?
Is Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Summary positive or negative?
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DELL Earning Call Sentiment
Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Transcript
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DELL.N
0.89%Positive
The earnings call reveals strong financial performance with a 10% revenue increase and 14% EPS growth. Despite a slight gross margin decline, ISG revenue surged 34%. The Q&A highlighted a robust AI pipeline and enterprise demand, though some guidance uncertainties exist. Share repurchases and a solid cash position bolster sentiment. Overall, the positive financials and AI growth potential outweigh concerns, suggesting a 2% to 8% stock price rise.
