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 -2.80% change in stock price 10 days leading up to the earnings, and a -1.08% change 10 days following the report. On the earnings day itself, the stock moves by -0.28%. 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?
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DELL Earning Call Sentiment
Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Transcript
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DELL.N
-8.7%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.