Dell navigates AI growth amid PC headwinds. The xAI deal and partnerships drive success, but margin and supply chain risks persist. Analyst views are mixed.
Dell's Q4 earnings show AI server growth offsetting PC weakness. Revenue missed estimates, but AI projections are strong, sparking investor caution. Key insights inside.
Dell's Q4 earnings are under scrutiny as AI server sales growth faces margin pressures amid telecom transformation and intense competition. Analyst insights provided.
**Dell Technologies** is navigating a dynamic market, balancing AI growth with PC challenges. This analysis covers Q4 2025 earnings, AI strategy, and FY26 outlook.
Dell's Q4 2025 earnings preview reveals a company navigating AI growth and PC market headwinds. Analyst expectations and key metrics are analyzed for investors.
Dell Technologies navigates market challenges with robust AI server growth and strategic innovation amid persistent PC headwinds.
Dell Technologies navigates AI server demand amid PC market headwinds. A potential $5B XAI deal and Windows 10 refresh shape its outlook.
Dell Technologies navigates AI growth amid PC market challenges. Q4 earnings, AI strategy, and market outlook analyzed for informed investment decisions.
Explore Dell's potential $5B AI server deal with xAI, its revenue impact, supply chain challenges, and competitive positioning.
Dell’s $5B AI server deal with xAI boosts investor sentiment and signals transformative growth in the AI market.
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage solutions; and rack, blade, tower, and hyperscale servers. This segment also offers networking products and services that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; attached software and peripherals; and support and deployment, configuration, and extended warranty services. The CSG segment provides desktops, workstations, and notebooks; displays and projectors; attached and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services. The VMware segment supports customers in the areas of hybrid and multi-cloud, modern applications, networking, security, and digital workspaces, helping customers to manage IT resource across private clouds and complex multi-cloud, multi-device environments. Dell Technologies Inc. also provides information security; and cloud software and infrastructure-as-a-service solutions that enable customers to migrate, run, and manage mission-critical applications in cloud-based IT environments. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.