DELL · Dell Technologies Inc. · Earnings Call Transcripts & Audio
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At close · Sep 21
Market Cap
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Shares
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Dell Technologies Inc. Earnings Call Transcripts
Quarterly earnings calls for Dell Technologies Inc. (DELL), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲9.2%
$26.43B
$511.00M
'23 Q2
22-08-25
▼6.4%
$24.72B
$245.00M
'23 Q3
22-11-21
▼10.5%
$25.04B
$614.00M
'23 Q4
23-03-02
▼19.9%
$20.92B
$637.00M
'24 Q1
23-06-01
▼13.2%
$22.93B
$489.00M
'24 Q2
23-08-31
▼10%
$22.25B
$1.05B
'24 Q3
23-11-30
▼10.9%
$22.32B
$1.21B
'24 Q4
24-02-29
▲6.3%
$22.24B
$997.00M
'25 Q1
24-05-30
▲9.1%
$25.03B
$887.00M
'25 Q2
24-08-29
▲9.5%
$24.37B
$1.18B
'25 Q3
24-11-26
▲7.2%
$23.93B
$1.53B
'25 Q4
25-02-27
▲5.1%
$23.38B
$965.00M
'26 Q1
25-05-29
▲10.8%
$27.00B
$1.55B
'26 Q3
25-11-25
▲39.5%
$33.38B
$2.26B
'26 Q4
26-02-26
▲57.7%
$46.97B
$4.13B
'27 Q2
26-09-01
LATEST
▲87.5%
$43.84B
$3.44B
'27 Q1
27-03-31
Earnings call
FY27 · Q1
2027-03-31
Dell Technologies Inc. (DELL) Q1 2027 Earnings Call Transcript
Scheduled
FY27 guidance raise
AI server demand and backlog
Traditional server growth
Revenue
$43.84B
▲ 87.5% YoY Diluted EPS
$5.24
▲ 282.5% YoY Gross margin
17.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q2
2026-09-01
Dell Technologies Inc. (DELL) Q2 2027 Earnings Call Transcript
Confident tone
Profitability and margin drivers
Storage business
AI server demand and shipments
Revenue
$46.97B
▲ 57.7% YoY Diluted EPS
$6.34
▲ 272.9% YoY Gross margin
20.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-02-26
Dell Technologies Inc. (DELL) Q4 2026 Earnings Call
Confident tone
AI Server Demand and Backlog
FY27 Guidance and Forward Uncertainty
PC Market and Share Gains
Revenue
$33.38B*
▲ 39.5% YoY Gross margin
20.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-11-25
Dell Technologies Inc. (DELL) Q3 2026 Earnings Call
Revenue
$27.00B
▲ 10.8% YoY Diluted EPS
$2.28
▲ 39% YoY Gross margin
20.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-05-29
Dell Technologies Inc. (DELL) Q1 2026 Earnings Call Transcript
Confident tone
Revenue and earnings growth
ISG performance (servers and storage)
AI-optimized server demand and backlog
Revenue
$23.38B
▲ 5.1% YoY Diluted EPS
$1.37
▲ 0% YoY Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-02-27
Dell Technologies Inc. (DELL) Q4 2025 Earnings Call
Revenue
$23.93B
▲ 7.2% YoY Diluted EPS
$2.15
▲ 29.5% YoY Gross margin
23.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-11-26
Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Transcript
Confident tone
Storage portfolio and demand
AI profitability and margins
AI server momentum and pipeline
Revenue
$24.37B
▲ 9.5% YoY Diluted EPS
$1.64
▲ 15.5% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-08-29
Dell Technologies Inc. (DELL) Q2 2025 Earnings Call Transcript
Confident tone
AI server momentum and pipeline
Supply and GPU delivery constraints
ISG financial performance
Revenue
$25.03B
▲ 9.1% YoY Diluted EPS
$1.23
▲ 86.4% YoY Gross margin
21.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-05-30
Dell Technologies Inc. (DELL) Q1 2025 Earnings Call Transcript
Confident tone
AI server business growth
Profitability and cost discipline
Dell IP storage portfolio
Revenue
$22.24B
▲ 6.3% YoY Diluted EPS
$1.37
▲ 59.3% YoY Gross margin
21.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-02-29
Dell Technologies Inc. (DELL) Q4 2024 Earnings Call
Revenue
$22.32B
▼ 10.9% YoY Diluted EPS
$1.66
Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-11-30
Dell Technologies Inc. (DELL) Q3 2024 Earnings Call Transcript
Revenue
$22.25B
▼ 10% YoY Diluted EPS
$1.42
▲ 330.3% YoY Gross margin
23.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-08-31
Dell Technologies Inc. (DELL) Q2 2024 Earnings Call Transcript
Revenue
$22.93B
▼ 13.2% YoY Diluted EPS
$0.66
▼ 2.9% YoY Gross margin
23.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-06-01
Dell Technologies Inc. (DELL) Q1 2024 Earnings Call Transcript
Revenue
$20.92B
▼ 19.9% YoY Diluted EPS
$0.86
▼ 37.2% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-03-02
Dell Technologies Inc. (DELL) Q4 2023 Earnings Call Transcript
Revenue
$25.04B*
▼ 10.5% YoY Gross margin
23.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-11-21
Dell Technologies Inc. (DELL) Q3 2023 Earnings Call Transcript
Revenue
$24.72B
▼ 6.4% YoY Diluted EPS
$0.33
▼ 93.2% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-08-25
Dell Technologies Inc. (DELL) Q2 2023 Earnings Call Transcript
Revenue
$26.43B
▲ 9.2% YoY Diluted EPS
$0.68
▲ 27.8% YoY Gross margin
20.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-05-26
Dell Technologies Inc. (DELL) Q1 2023 Earnings Call Transcript
Revenue
$26.12B
▲ 15.6% YoY Diluted EPS
$1.37
▲ 139.2% YoY Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-02-24
Dell Technologies Inc. (DELL) Q4 2022 Earnings Call Transcript
Revenue
$27.99B
▲ 15.9% YoY Gross margin
20.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-11-23
Dell Technologies Inc. (DELL) Q3 2022 Earnings Call Transcript
Revenue
$26.42B
▲ 22.4% YoY Diluted EPS
$4.87
▲ 350.9% YoY Gross margin
20.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-08-26
Dell Technologies Inc. (DELL) Q2 2022 Earnings Call Transcript
Revenue
$24.19B
▲ 16% YoY Diluted EPS
$0.53
▼ 23.4% YoY Gross margin
22.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-05-27
Dell Technologies Inc. (DELL) Q1 2022 Earnings Call Transcript
Revenue
$22.59B
▲ 12.5% YoY Diluted EPS
$0.57
▲ 494.7% YoY Gross margin
23.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-02-25
Dell Technologies Inc. (DELL) Q4 2021 Earnings Call Transcript
Revenue
$24.15B
▲ 0.5% YoY Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2020-11-24
Dell Technologies Inc. (DELL) Q3 2021 Earnings Call Transcript
Revenue
$21.59B
▼ 5.5% YoY Diluted EPS
$1.08
▲ 222.9% YoY Gross margin
23.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-08-27
Dell Technologies Inc. (DELL) Q2 2021 Earnings Call Transcript
Revenue
$20.85B
▼ 10.8% YoY Diluted EPS
$0.69
▼ 69.4% YoY Gross margin
23.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-05-28
Dell Technologies Inc. (DELL) Q1 2021 Earnings Call Transcript
Revenue
$20.08B
▼ 8.4% YoY Diluted EPS
$0.10
▼ 50% YoY Gross margin
23.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-02-27
Dell Technologies Inc. (DELL) Q4 2020 Earnings Call Transcript
Revenue
$24.03B
▲ 0.8% YoY Gross margin
32.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q2
2019-07-31
Dell Technologies Inc. (DELL) Q2 2020 Earnings Call Transcript
Revenue
$23.37B
▲ 1.9% YoY Diluted EPS
$2.27
Gross margin
31.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q2
2019-04-30
Dell Technologies Inc. (DELL) Q2 2019 Earnings Call Transcript
Revenue
$22.94B
▲ 17.5% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts
CIK
1571996
CUSIP
24703L202
13F (30d)
31 filings
23 filers
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