Dell Technologies Stock Price, News & Analysis

Dell Technologies (DELL) unveils major innovations for modern data center infrastructure, focusing on disaggregated architecture and enhanced software capabilities. The company introduces PowerProtect Data Domain All-Flash appliances offering up to 4x faster data restores and 2x faster replication, while reducing rack space by 40% and power consumption by 80% compared to HDD systems. Dell's PowerScale software improvements enhance object storage and cyber resilience, while PowerStore adds Advanced Ransomware Detection using AI analytics. The company's Dell Private Cloud solution reduces cloud deployment steps by 90%, enabling cluster setup in 2.5 hours with zero manual effort. Additionally, Dell NativeEdge introduces new features for managing virtualized workloads at the edge, including policy-based load balancing and VM management capabilities.

Dell Technologies (NYSE: DELL) has announced that Arthur Lewis, president of Infrastructure Solutions Group, will participate in a fireside chat at the Bank of America Global Technology Conference in San Francisco, CA. The presentation is scheduled for Tuesday, June 3, 2025, at 9:20 a.m. PT / 12:20 p.m. ET. Investors and interested parties can access both the live webcast and replay of the presentation through Dell Technologies' Investor Relations page at investors.delltechnologies.com.

Dell Technologies (DELL) announces major enhancements to its Dell AI Factory with NVIDIA, introducing next-generation enterprise AI solutions. Key highlights include: new PowerEdge servers supporting up to 256 NVIDIA Blackwell Ultra GPUs, delivering 4x faster LLM training; the PowerEdge XE9712 offering 50x more AI reasoning inference output; and PowerEdge XE7745 server with NVIDIA RTX Pro 6000 Blackwell GPUs. The company also unveiled networking improvements with Dell PowerSwitch solutions offering 800Gbps throughput, enhanced Dell AI Data Platform with up to 230% higher throughput, and new managed services for 24/7 monitoring and support. The collaboration aims to accelerate enterprise AI adoption through improved infrastructure, full-stack solutions, and streamlined operations.

Dell Technologies (NYSE: DELL), the leading AI infrastructure provider, announces major advancements to its Dell AI Factory. Key highlights include: The world's first enterprise-grade discrete NPU in a mobile workstation with the Dell Pro Max Plus laptop, featuring Qualcomm AI 100 PC Inference Card with 32 AI-cores and 64GB memory. The company introduced the PowerCool Enclosed Rear Door Heat Exchanger (eRDHx), reducing cooling energy costs by up to 60%. New PowerEdge servers with AMD Instinct MI350 GPUs offer 288GB of HBM3E memory per GPU and 35x greater inferencing performance. Dell also unveiled Project Lightning, the world's fastest parallel file system, and expanded partnerships with Cohere, Glean, Google, Meta, and Mistral AI for enhanced AI solutions. These innovations aim to simplify AI deployments while reducing costs, with the Dell AI Factory approach being 62% more cost-effective for LLM inferencing on-premises versus public cloud.

Dell Technologies (NYSE: DELL) has announced it will host a conference call on Thursday, May 29, 2025, at 3:30 p.m. CDT to discuss its fiscal 2026 first quarter financial results. The call will be accessible to the public as a live, audio-only webcast through the company's investor relations website.

Prior to the call, Dell will release its Q1 FY2026 results via press release, along with prepared remarks and a presentation containing financial guidance and operating information. These materials will be made available for download from the investor relations website.

Dell Technologies (NYSE: DELL) has announced significant infrastructure innovations across its server, storage, and data protection portfolios to support AI-ready data centers and modernization efforts. The company introduced new PowerEdge servers (R470, R570, R670, R770) featuring Intel Xeon 6 Processors, offering up to 80% space savings and 50% more processor cores.

Key improvements include the PowerStore software update with AI-powered analytics, enhanced security features, and advanced file system support. The next-generation Dell ObjectScale delivers 2X greater throughput for AI workloads, while PowerScale innovations offer up to 6PB of high-speed data access in a 2U node configuration.

The company also unveiled PowerProtect data protection updates, featuring the DD6410 model with up to 91% faster restores and 65X deduplication, alongside a new All-Flash Ready Node offering 61% faster restore speeds and 36% lower power consumption.

Dell Technologies celebrates the one-year anniversary of the Dell AI Factory with NVIDIA, announcing significant expansions in AI solutions. The company introduces new AI PCs, infrastructure, and services to accelerate enterprise AI innovation.

Key announcements include the new Dell Pro Max portfolio, featuring the GB10 and GB300 AI developer workstations. The GB300 delivers up to 20 petaflops of AI computing performance with 784GB unified system memory. Dell is also expanding its PowerEdge server line to support the NVIDIA Blackwell Ultra platform and introducing the PowerEdge XE8712 server.

The company unveils the Dell AI Data Platform with NVIDIA, integrating Dell enterprise storage with NVIDIA technology for enhanced data management. PowerScale storage now offers 220% faster data ingestion and 99% quicker data retrieval than previous generations.

Dell Technologies (DELL) reported strong fiscal 2025 results with full-year revenue reaching $95.6 billion, up 8% year over year. The company achieved record full-year diluted EPS of $6.38, a 39% increase, while operating income grew 15% to $6.2 billion.

The Infrastructure Solutions Group (ISG) showed remarkable performance with full-year revenue up 29% to $43.6 billion, driven by AI and traditional server demand. The Client Solutions Group (CSG) saw a slight decline with full-year revenue down 1% to $48.4 billion.

Looking ahead, Dell announced an 18% increase in cash dividend and a $10 billion increase in share repurchase authorization. The company's FY26 guidance projects 8% revenue growth to $101-105 billion, with diluted EPS expected to grow 23%. Notably, Dell's AI server backlog stands at approximately $9 billion.

Dell Technologies (NYSE: DELL) has launched the Open Telecom Transformation Program to accelerate network cloud transformation for communications service providers (CSPs). The program combines Dell's cloud expertise with professional services through a four-step approach: Advisory Services, Implementation Services, Support and Adoption Services, and Managed Services.

The company has expanded partnerships with Ericsson and Nokia for network cloud adoption and AMD for telecom AI applications. Key enhancements include:

• Dell Telecom Infrastructure Blocks for Red Hat now supporting AI-ready infrastructure
• New disaster recovery capabilities for geo-redundancy
• Expanded AI capabilities through the Dell AI for Telecom program
• Collaboration with AMD to develop AI solutions for telecom use cases
• Launch of the Dell AI for Telecom Certification Program with partners including Amdocs, Kinetica, AiRA and Opanga