Reported Earnings • May 30
First quarter 2027 earnings released: EPS: US$5.30 (vs US$1.40 in 1Q 2026) First quarter 2027 results: EPS: US$5.30 (up from US$1.40 in 1Q 2026). Revenue: US$43.8b (up 88% from 1Q 2026). Net income: US$3.44b (up 256% from 1Q 2026). Profit margin: 7.8% (up from 4.1% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Tech industry in Europe. 공시 • May 30
Dell Technologies Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2026 and Updates Earnings Guidance for the Fiscal Year Ending January 29, 2027 Dell Technologies Inc. provided earnings guidance for the second quarter ending July 31, 2026 and updated earnings guidance for the fiscal year ending January 29, 2027. Second-quarter FY27 revenue expected between $44.0 billion and $45.0 billion, up 49% year over year at the midpoint of $44.5 billion. Second-quarter FY27 GAAP diluted EPS expected to be $4.48 at the midpoint, up 164% year over year.
Full-year FY27 revenue expected between $165.0 billion and $169.0 billion, up 47% year over year at the midpoint of $167.0 billion. Full-year AI-Optimized Servers revenue expected to be roughly $60 billion, up 144% year over year. Full-year FY27 GAAP diluted EPS expected to be $17.31 at the midpoint, up 99% year over year. Valuation Update With 7 Day Price Move • May 25
Investor sentiment improves as stock rises 43% After last week's 43% share price gain to €262, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €252 per share. 공시 • May 17
Kioxia America, Inc. and Dell Technologies Deliver High-Density Server with 9.8 Pb of Flash Storage KIOXIA America, Inc. announced a breakthrough in high-density storage infrastructure, collaborating with Dell Technologies to deliver a 2U server configuration capable of scaling to an unprecedented 9.8 petabytes (PB) of flash storage. By combining the Dell PowerEdge R7725xd server with AMD EPYC processors and 40 KIOXIA LC9 Series E3.L form factor 245.76 terabyte (TB) NVMe SSDs, the companies are enabling a new class of storage-optimized platforms built to meet the demands of AI, large-scale data lakes, and data-intensive enterprise workloads. The industry’s first NVMe SSD at this capacity built for the demands of generative AI environments, KIOXIA LC9 Series SSDs deliver up to 245.76 TB of flash-based storage with PCIe 5.0 performance in a range of form factors. Dell PowerEdge R7725xd servers are built for modern AI and data-centric workloads, combining dense storage with powerful compute. These flexible air-cooled storage configurations complement GPU-enabled servers, supporting AI data management and model training by delivering massive storage capacity across the AI lifecycle. These systems support up to 5x 400 Gbps NICs, allowing users to fill and move data through pipelines more efficiently. Paired with KIOXIA LC9 Series 245.76 TB SSDs, these systems provide high-capacity, power-efficient solutions that reduce TCO and data center footprint. KIOXIA LC9 Series SSDs deliver up to 245.76 TB of flash-based storage with PCIe 5.0 performance in a range of form factors, including 2.5-inch, E3.S, and E3.L. As the industry’s first NVMe SSD at this capacity built for the demands of generative AI environments, the KIOXIA LC9 Series offers a compelling alternative to more commonly used 30.72 TB capacity SSDs. A comparable 9.8 PB configuration would require seven more servers carrying 280 additional drives, resulting in 8x the power consumption, as well as utilizing more rack space. This results in a more efficient use of space and power, enabling organizations to scale AI infrastructure without expanding their physical footprint or energy consumption. The solution highlights how tightly integrated compute and storage innovations can unlock new efficiencies for enterprise and hyperscale environments. By delivering extreme density without compromising performance or energy efficiency, Kioxia and Dell Technologies are helping organizations modernize infrastructure to keep pace with accelerating data growth and AI adoption. 공시 • May 06
Dell Technologies Inc., Annual General Meeting, Jun 25, 2026 Dell Technologies Inc., Annual General Meeting, Jun 25, 2026. 공시 • Apr 16
Dell, HP Inc. Shares Jump on Nvidia-Linked Acquisition Speculation Dell Technologies Inc. (NYSE:DELL) shares rose 6% April 13, 2026, while HP Inc. (NYSE:HPQ) gained 5%, following reports that NVIDIA Corporation (NasdaqGS:NVDA) has been in negotiations to acquire a major PC manufacturer. According to SemiAccurate, Nvidia has been in negotiations for over a year to acquire a large company in a deal that could reshape the PC and server landscape. The report stated that Nvidia is looking to make a purchase that will reshape the industry "like nothing else has done since the computer was invented." The report did not specify which company Nvidia might be targeting, though the market response suggests investors are speculating that either Dell or HP could be potential acquisition candidates. Neither Nvidia, Dell, nor HP have commented on the report or confirmed any ongoing acquisition discussions.