View Future GrowthDell Technologies 과거 순이익 실적과거 기준 점검 5/6Dell Technologies은 연평균 12.7%의 비율로 수입이 증가해 온 반면, Tech 산업은 연평균 15.9%의 비율로 증가했습니다. 매출은 연평균 3.1%의 비율로 증가했습니다.핵심 정보12.73%순이익 성장률15.83%주당순이익(EPS) 성장률Tech 산업 성장률11.81%매출 성장률3.07%자기자본이익률n/a순이익률6.28%다음 순이익 업데이트03 Sep 2026최근 과거 실적 업데이트Reported Earnings • May 30First 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.모든 업데이트 보기Recent updates공고 • Jul 01Eyesafe Inc. Presents Results Of 9-Week Study On Dell XPS With Eyesafe Display And Eyesafe IQEyesafe Inc. announced results from a 9-week in-home study conducted with SleepScore Labs evaluating Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ among evening laptop users. The findings were presented at SLEEP 2026, the 40th annual meeting of the Associated Professional Sleep Societies, and published in the journal SLEEP. The study evaluated participants who regularly used laptops after sunset and compared their baseline experience using standard laptops with two Dell XPS configurations: Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ. Across more than 700 sleep nights, participants reported meaningful improvements in perceived sleep quality, eye comfort, morning well-restedness and productivity after switching to Dell XPS with Eyesafe technology. The strongest outcomes were reported with Dell XPS with Eyesafe IQ, which combines Eyesafe Display technology with a proprietary software intelligence layer for personal display light management. When participants switched from their standard laptops to Dell XPS with Eyesafe Display, they reported: 42% improvement in perceived sleep quality, 27% reduction in eye strain /tiredness, 55% increase in mornings per week feeling well-rested, 37% improvement in productivity, 81% said the screen was more comfortable in low-light conditions, 90% rated visual comfort better or much better than their previous laptop, 95% said they would recommend the laptop. The strongest outcomes in the study were reported when participants used Dell XPS with Eyesafe IQ, including: 54% improvement in perceived sleep quality, 66% reduction in eye strain /tiredness, 96% increase in mornings per week feeling well-rested, 61% improvement in productivity, 95% said the screen was more comfortable in low-light conditions, 100% rated visual comfort better or much better than their previous laptop, 95% said they would recommend Eyesafe IQ. Eyesafe IQ is intelligent screen-light software that helps reduce disruptive blue light in real time while preserving the color, clarity and premium viewing experience users expect from Dell XPS. Designed for evening laptop use, Eyesafe IQ makes imperceptible light adjustments that support visual comfort and healthier screen habits without the visible color shift of traditional blue light filters. Unlike traditional blue light filters that can visibly change screen appearance, Eyesafe IQ is designed to dynamically manage display light while maintaining the user experience. The technology supports health-centric display innovation for OEMs seeking to differentiate premium devices through research-backed visual comfort and wellness features. The study adds to Eyesafe's growing body of research and technology development around healthier digital experiences. Eyesafe technologies are integrated across leading consumer electronics categories and are designed to help brands deliver differentiated, health-centric screen experiences without compromising visual quality. The abstract, titled "Effects of a Blue Light-Reducing Laptop Display and Software on Objective and Perceived Sleep, Eye Strain, and Productivity," is available through SLEEP, the official publication of the Sleep Research Society.Recent Insider Transactions • Jul 01Director recently sold €2.0m worth of stockOn the 26th of June, Egon Durban sold around 6k shares on-market at roughly €347 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. Insiders have been net sellers, collectively disposing of €928m more than they bought in the last 12 months.공고 • Jun 23Dell Technologies Introduces Dell PowerEdge XE8812 Server Featuring NVIDIA Vera Rubin NVL4 ArchitectureDell Technologies introduced the Dell PowerEdge XE8812 server, a new addition to the Dell AI Factory with NVIDIA, purpose-built for the world's most demanding HPC and AI workloads, featuring NVIDIA Vera Rubin NVL4 architecture and delivering up to 144 GPUs per rack. The new fanless, direct liquid cooled Dell PowerEdge XE8812 server is purpose-built for the world’s most sophisticated institutions running demanding HPC and AI workloads like molecular and multi-physics simulations. Featuring NVIDIA Vera Rubin NVL4 architecture, the XE8812 delivers a generational leap in compute density and memory capacity. With the shift from NVIDIA GB200 NVL4 to NVIDIA Vera Rubin NVL4, the platform gains expanded host memory, more cores (expanding from 144 to 176), more GPU memory, and more compute. Paired with NVIDIA CUDA-X libraries this gives HPC organizations the ability to run their largest models and simulations entirely in-memory, with unparalleled processing power. Dell will deliver one of the industry’s densest platforms in an ORv3-style rack with up to 144 GPUs, 300kW+ power support and 100% direct liquid cooled CPUs and GPUs for maximum energy efficiency. 50% more memory per socket and GPU memory compared to the prior generation enables organizations to run larger models and simulations entirely in-memory without the need for staging (streaming data from host memory or storage) or swapping (evicting and reloading data), both of which introduce microsecond–millisecond latency and dramatically lower effective bandwidth particularly impactful for modern AI and HPC workloads. Based on the open ORv3 standard, this server and rack design offer better efficiency and modular deployment. Once deployed, systems management tools reduce risk and simplify operations. The Integrated Dell Remote Access Controller (iDRAC) allows IT teams to deploy, update and monitor PowerEdge servers anywhere, anytime. IT teams also gain rack-level visibility through the Dell Integrated Rack Controller and OpenManage Enterprise, which use real-time telemetry and automated leak detection to identify issues early, reducing risk and delivering unified support across the broader system. Dell PowerRack gives organizations deploying large-scale HPC and AI systems a faster, lower-risk path to production with turnkey, factory-integrated, pre-validated rack-scale systems that reduce deployment complexity and help customers realize operational value and ROI faster. With Dell PowerRack integration and Dell ProDeploy white-glove services, PowerRack replaces manual integration with production-ready racks that can be deployed and running live workloads in just over six hours. The Dell PowerEdge XE8812 will be globally available early next year.Declared Dividend • Jun 19First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 21st July 2026 Payment date: 31st July 2026 Dividend yield will be 0.6%, which is lower than the industry average of 0.9%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 17%.공고 • Jun 18Dell Technologies Inc. announces Quarterly dividend, payable on July 31, 2026Dell Technologies Inc. announced Quarterly dividend of USD 0.6300 per share payable on July 31, 2026, ex-date on July 21, 2026 and record date on July 21, 2026.Reported Earnings • May 30First 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.공고 • May 30Dell Technologies Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2026 and Updates Earnings Guidance for the Fiscal Year Ending January 29, 2027Dell 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 25Investor 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.공고 • May 21+ 1 more updateDell Technologies Rewrites the Rules of Storage Modernization and Performance with Dell Powerstore EliteDell Technologies introduced Dell PowerStore Elite, a new class of modern storage platform that delivers breakthrough performance and efficiency through software-driven innovation and a fully refreshed hardware platform. PowerStore Elite supports block, file, virtual machines and container workloads with mixed-generation clustering that lets existing customers adopt the latest PowerStore without disruption. Dell PowerStore Elite. Why it matters: Enterprise storage decisions have never been more important. Data is exploding. AI workloads are expanding. Cyber threats are intensifying. Flash supply dynamics are putting new pressure on infrastructure planning. And IT teams are expected to modernize through all of it, without adding complexity, risk or operational overhead. PowerStore Elite is built for this moment. It’s an intelligent, open storage platform combining AI-driven software, next generation hardware and non-disruptive modernization so customers can keep storage infrastructure modern as future requirements change. Software-driven innovation at the core: PowerStore Elite’s software advancements deliver up to 3x more performance1 and 3x more throughput2 than previous generation systems on a unified platform built to adapt as workloads evolve: Eliminate performance tradeoffs: PowerStore Elite delivers enterprise-class performance on either TLC or QLC media, so customers choose based on capacity and cost, rather than tier. New Autonomous Data Path intelligence applies per-I/O machine learning to optimize for QLC and future SSDs, and log-structured metadata extends usable capacity and endurance on high-capacity drives. Higher efficiency, lower overhead: Unaligned deduplication for unstructured data and enhanced compression offloads increases usable capacity with zero performance or workload impact. I/O-level telemetry: Delivers deep visibility into every read and write operation, speeding root cause analysis and laying the groundwork for forthcoming inline ransomware detection capabilities. Software-driven performance gains: Metadata Acceleration serves reads up to 70% faster for all PowerStore customers 3 accelerating the lookups behind file searches and everyday operations that slow down as your data grows. Next-generation hardware, standards-based by design PowerStore Elite’s refreshed hardware, based on Intel Xeon Scalable processors with up to 50% more Intel CPU cores 4, DDR5 memory, PCIe Gen 5 support and a new 200Gb RDMA node interconnect improves internal load balancing and failover. Available in three new models, Dell PowerStore 1500, 5500 and 9500, PowerStore Elite packs up to 40 drives and 5.8 petabytes of effective capacity into a single 3U chassis.5 It delivers up to 3x the density of prior generations6 on low-profile E3 NVMe flash. Because that flash is industry-standard rather than proprietary, customers benefit from broader supply, competitive pricing and freedom from vendor lock-in, a meaningful advantage in today's constrained supply environment. Up to 40 network ports per appliance, with 64Gb FC (128Gb-ready) and 200/400Gb Ethernet-ready connectivity, provide the flexibility to consolidate workloads at scale. Industry-best 6:1 data reduction guarantee Dell’s data reduction guarantee has long been a competitive advantage. With advancements in data path efficiency and hardware-assisted compression, PowerStore Elite raises the bar from 5:1 to a new industry-best 6:1 guarantee7 that helps customers offset costs with predictable, long-term storage economics, even in supply constrained environments. Stay modern without starting over PowerStore Elite integrates into existing environments without forcing customers to rethink how they operate. New systems cluster with earlier PowerStore deployments, data and workloads move without downtime, and capacity or performance can be added incrementally where it delivers the most value. Lifecycle Extension (LCE) reinforces this model by turning modernization into an ongoing benefit. Existing customers can transition to PowerStore Elite more cost-effectively, while new deployments get a predictable path to stay current. Customers receive data-in-place upgrades with deployment included, a dedicated technical advisor and buy-three-get-one-free capacity expansions, all backed by 24/7 Dell ProSupport or ProSupport Plus. AI-powered simplicity From individual arrays to fleet-wide operations, PowerStore Elite puts AI to work where it matters most. Built-in intelligence reduces manual effort by up to 95%,8 continuously balancing workloads, tuning performance and improving efficiency in real time. At the fleet level, Dell AIOps capabilities extend that intelligence across the entire environment with predictive insight and automation, allowing administrators to offload manual reporting, performance trending and capacity planning. With AIOps, customers can resolve issues up to 10x faster than traditional approaches9. Dell Cyber Detect is a new integrated offering that extends AI-powered ransomware detection directly into Dell PowerStore. Trained on thousands of ransomware variants and inspecting data at the byte level with 99.99% accuracy,10 it pinpoints the last known clean copy so organizations can recover fast. Built to evolve with customer needs Beyond raw performance, PowerStore is built to adapt as enterprise workloads evolve, extending its capabilities across private cloud, containers and modern application environments. Private cloud foundation: PowerStore is a proven foundation for private clouds, with a wide range of supported cloud stack software from vendors like Broadcom, Microsoft, Nutanix and Red Hat, so customers can run their existing stack without rearchitecting. Customers can deploy PowerStore through Dell Private Cloud on open, disaggregated infrastructure that scales compute and storage independently on infrastructure that delivers up to 65% cost savings versus HCI.11 Read more about the latest Dell Private Cloud updates here. Modern app support: PowerStore delivers unified scale-up and scale-out architecture supporting block, file, virtual machines and container workloads across a four-appliance cluster. Dynamic core allocation instantly adjusts CPU resources as workloads fluctuate, while NAS server mobility simplifies consolidation and load balancing. Seamless cloud mobility: Organizations can meet any RTO/RPO with complete replication flexibility across Ethernet and Fibre Channel, allowing for fluid data mobility between on-premises infrastructure and multicloud environments.공고 • May 17Kioxia America, Inc. and Dell Technologies Deliver High-Density Server with 9.8 Pb of Flash StorageKIOXIA 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.공고 • May 06Dell Technologies Inc., Annual General Meeting, Jun 25, 2026Dell Technologies Inc., Annual General Meeting, Jun 25, 2026.공고 • Apr 16Dell, HP Inc. Shares Jump on Nvidia-Linked Acquisition SpeculationDell 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.매출 및 비용 세부 내역Dell Technologies가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BATS-CHIXE:12DAD 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비01 May 26134,0028,40911,2593,18030 Jan 26113,5385,93611,1193,01231 Oct 25104,0905,21010,9993,01301 Aug 25101,4514,83711,1492,99602 May 2596,7014,56011,3502,97431 Jan 2595,5674,59211,5332,94201 Nov 2493,9544,39611,8172,87102 Aug 2491,8394,22711,9492,86003 May 2489,7473,80212,1802,81702 Feb 2488,4253,38812,3352,76103 Nov 2391,1462,66512,9062,83304 Aug 2393,6161,90413,1622,80005 May 2397,1071,95313,4552,72903 Feb 23102,3012,44213,7732,72328 Oct 22105,2541,80013,6482,57129 Jul 22106,9575,24014,2752,56329 Apr 22104,7235,36014,5502,63928 Jan 22101,1974,94814,5572,57029 Oct 2191,7635,20210,83853730 Jul 2188,8212,34911,7721,24730 Apr 2187,3632,76612,7721,80929 Jan 2186,6702,24914,0002,45530 Oct 2092,1442,43119,8245,20931 Jul 2091,5062,09820,0805,11101 May 2092,1434,46620,2785,08131 Jan 2084,81552515,2002,45401 Nov 1991,9633,90920,6344,86902 Aug 1991,6012,53420,5754,74703 May 1991,173-1,38120,5774,69301 Feb 1990,621-2,31020,4504,60402 Nov 1888,743-2,11119,7484,48903 Aug 1885,817-2,08119,3384,42004 May 1882,396-2,31418,9174,33802 Feb 1879,040-2,84918,5694,38403 Nov 1777,151-4,12918,3504,52404 Aug 1773,842-4,90918,2784,29605 May 1767,401-4,43815,7553,44703 Feb 1762,164-3,08313,4032,63628 Oct 1654,247-2,47910,5381,60429 Jul 1650,674-1,1177,9831,02829 Apr 1650,627-1,1467,9041,03429 Jan 1650,911-1,1687,8511,03130 Oct 1552,493-1,3468,0341,06831 Jul 1554,183-1,3438,4561,107양질의 수익: 12DAD는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 12DAD의 현재 순 이익률 (6.3%)은 지난해 (4.7%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 12DAD의 수익은 지난 5년 동안 연평균 12.7% 증가했습니다.성장 가속화: 지난 1년간 12DAD 의 수익 증가율(84.4%)은 연간 평균(12.7%)을 초과합니다.수익 대 산업: 12DAD의 지난 1년 수익 증가율(84.4%)은 Tech 업계의 7.6%를 상회했습니다.자기자본이익률높은 ROE: 12DAD의 부채가 자산을 초과하여 자본 수익률을 계산하기 어렵습니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/14 19:23종가2026/06/25 00:00수익2026/05/01연간 수익2026/01/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Dell Technologies Inc.는 51명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관S. H. LinAletheia Analyst Network LimitedWarren LauAletheia Analyst Network LimitedJames KelleherArgus Research Company48명의 분석가 더 보기
Reported Earnings • May 30First 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.
공고 • Jul 01Eyesafe Inc. Presents Results Of 9-Week Study On Dell XPS With Eyesafe Display And Eyesafe IQEyesafe Inc. announced results from a 9-week in-home study conducted with SleepScore Labs evaluating Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ among evening laptop users. The findings were presented at SLEEP 2026, the 40th annual meeting of the Associated Professional Sleep Societies, and published in the journal SLEEP. The study evaluated participants who regularly used laptops after sunset and compared their baseline experience using standard laptops with two Dell XPS configurations: Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ. Across more than 700 sleep nights, participants reported meaningful improvements in perceived sleep quality, eye comfort, morning well-restedness and productivity after switching to Dell XPS with Eyesafe technology. The strongest outcomes were reported with Dell XPS with Eyesafe IQ, which combines Eyesafe Display technology with a proprietary software intelligence layer for personal display light management. When participants switched from their standard laptops to Dell XPS with Eyesafe Display, they reported: 42% improvement in perceived sleep quality, 27% reduction in eye strain /tiredness, 55% increase in mornings per week feeling well-rested, 37% improvement in productivity, 81% said the screen was more comfortable in low-light conditions, 90% rated visual comfort better or much better than their previous laptop, 95% said they would recommend the laptop. The strongest outcomes in the study were reported when participants used Dell XPS with Eyesafe IQ, including: 54% improvement in perceived sleep quality, 66% reduction in eye strain /tiredness, 96% increase in mornings per week feeling well-rested, 61% improvement in productivity, 95% said the screen was more comfortable in low-light conditions, 100% rated visual comfort better or much better than their previous laptop, 95% said they would recommend Eyesafe IQ. Eyesafe IQ is intelligent screen-light software that helps reduce disruptive blue light in real time while preserving the color, clarity and premium viewing experience users expect from Dell XPS. Designed for evening laptop use, Eyesafe IQ makes imperceptible light adjustments that support visual comfort and healthier screen habits without the visible color shift of traditional blue light filters. Unlike traditional blue light filters that can visibly change screen appearance, Eyesafe IQ is designed to dynamically manage display light while maintaining the user experience. The technology supports health-centric display innovation for OEMs seeking to differentiate premium devices through research-backed visual comfort and wellness features. The study adds to Eyesafe's growing body of research and technology development around healthier digital experiences. Eyesafe technologies are integrated across leading consumer electronics categories and are designed to help brands deliver differentiated, health-centric screen experiences without compromising visual quality. The abstract, titled "Effects of a Blue Light-Reducing Laptop Display and Software on Objective and Perceived Sleep, Eye Strain, and Productivity," is available through SLEEP, the official publication of the Sleep Research Society.
Recent Insider Transactions • Jul 01Director recently sold €2.0m worth of stockOn the 26th of June, Egon Durban sold around 6k shares on-market at roughly €347 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. Insiders have been net sellers, collectively disposing of €928m more than they bought in the last 12 months.
공고 • Jun 23Dell Technologies Introduces Dell PowerEdge XE8812 Server Featuring NVIDIA Vera Rubin NVL4 ArchitectureDell Technologies introduced the Dell PowerEdge XE8812 server, a new addition to the Dell AI Factory with NVIDIA, purpose-built for the world's most demanding HPC and AI workloads, featuring NVIDIA Vera Rubin NVL4 architecture and delivering up to 144 GPUs per rack. The new fanless, direct liquid cooled Dell PowerEdge XE8812 server is purpose-built for the world’s most sophisticated institutions running demanding HPC and AI workloads like molecular and multi-physics simulations. Featuring NVIDIA Vera Rubin NVL4 architecture, the XE8812 delivers a generational leap in compute density and memory capacity. With the shift from NVIDIA GB200 NVL4 to NVIDIA Vera Rubin NVL4, the platform gains expanded host memory, more cores (expanding from 144 to 176), more GPU memory, and more compute. Paired with NVIDIA CUDA-X libraries this gives HPC organizations the ability to run their largest models and simulations entirely in-memory, with unparalleled processing power. Dell will deliver one of the industry’s densest platforms in an ORv3-style rack with up to 144 GPUs, 300kW+ power support and 100% direct liquid cooled CPUs and GPUs for maximum energy efficiency. 50% more memory per socket and GPU memory compared to the prior generation enables organizations to run larger models and simulations entirely in-memory without the need for staging (streaming data from host memory or storage) or swapping (evicting and reloading data), both of which introduce microsecond–millisecond latency and dramatically lower effective bandwidth particularly impactful for modern AI and HPC workloads. Based on the open ORv3 standard, this server and rack design offer better efficiency and modular deployment. Once deployed, systems management tools reduce risk and simplify operations. The Integrated Dell Remote Access Controller (iDRAC) allows IT teams to deploy, update and monitor PowerEdge servers anywhere, anytime. IT teams also gain rack-level visibility through the Dell Integrated Rack Controller and OpenManage Enterprise, which use real-time telemetry and automated leak detection to identify issues early, reducing risk and delivering unified support across the broader system. Dell PowerRack gives organizations deploying large-scale HPC and AI systems a faster, lower-risk path to production with turnkey, factory-integrated, pre-validated rack-scale systems that reduce deployment complexity and help customers realize operational value and ROI faster. With Dell PowerRack integration and Dell ProDeploy white-glove services, PowerRack replaces manual integration with production-ready racks that can be deployed and running live workloads in just over six hours. The Dell PowerEdge XE8812 will be globally available early next year.
Declared Dividend • Jun 19First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 21st July 2026 Payment date: 31st July 2026 Dividend yield will be 0.6%, which is lower than the industry average of 0.9%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 17%.
공고 • Jun 18Dell Technologies Inc. announces Quarterly dividend, payable on July 31, 2026Dell Technologies Inc. announced Quarterly dividend of USD 0.6300 per share payable on July 31, 2026, ex-date on July 21, 2026 and record date on July 21, 2026.
Reported Earnings • May 30First 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.
공고 • May 30Dell Technologies Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2026 and Updates Earnings Guidance for the Fiscal Year Ending January 29, 2027Dell 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 25Investor 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.
공고 • May 21+ 1 more updateDell Technologies Rewrites the Rules of Storage Modernization and Performance with Dell Powerstore EliteDell Technologies introduced Dell PowerStore Elite, a new class of modern storage platform that delivers breakthrough performance and efficiency through software-driven innovation and a fully refreshed hardware platform. PowerStore Elite supports block, file, virtual machines and container workloads with mixed-generation clustering that lets existing customers adopt the latest PowerStore without disruption. Dell PowerStore Elite. Why it matters: Enterprise storage decisions have never been more important. Data is exploding. AI workloads are expanding. Cyber threats are intensifying. Flash supply dynamics are putting new pressure on infrastructure planning. And IT teams are expected to modernize through all of it, without adding complexity, risk or operational overhead. PowerStore Elite is built for this moment. It’s an intelligent, open storage platform combining AI-driven software, next generation hardware and non-disruptive modernization so customers can keep storage infrastructure modern as future requirements change. Software-driven innovation at the core: PowerStore Elite’s software advancements deliver up to 3x more performance1 and 3x more throughput2 than previous generation systems on a unified platform built to adapt as workloads evolve: Eliminate performance tradeoffs: PowerStore Elite delivers enterprise-class performance on either TLC or QLC media, so customers choose based on capacity and cost, rather than tier. New Autonomous Data Path intelligence applies per-I/O machine learning to optimize for QLC and future SSDs, and log-structured metadata extends usable capacity and endurance on high-capacity drives. Higher efficiency, lower overhead: Unaligned deduplication for unstructured data and enhanced compression offloads increases usable capacity with zero performance or workload impact. I/O-level telemetry: Delivers deep visibility into every read and write operation, speeding root cause analysis and laying the groundwork for forthcoming inline ransomware detection capabilities. Software-driven performance gains: Metadata Acceleration serves reads up to 70% faster for all PowerStore customers 3 accelerating the lookups behind file searches and everyday operations that slow down as your data grows. Next-generation hardware, standards-based by design PowerStore Elite’s refreshed hardware, based on Intel Xeon Scalable processors with up to 50% more Intel CPU cores 4, DDR5 memory, PCIe Gen 5 support and a new 200Gb RDMA node interconnect improves internal load balancing and failover. Available in three new models, Dell PowerStore 1500, 5500 and 9500, PowerStore Elite packs up to 40 drives and 5.8 petabytes of effective capacity into a single 3U chassis.5 It delivers up to 3x the density of prior generations6 on low-profile E3 NVMe flash. Because that flash is industry-standard rather than proprietary, customers benefit from broader supply, competitive pricing and freedom from vendor lock-in, a meaningful advantage in today's constrained supply environment. Up to 40 network ports per appliance, with 64Gb FC (128Gb-ready) and 200/400Gb Ethernet-ready connectivity, provide the flexibility to consolidate workloads at scale. Industry-best 6:1 data reduction guarantee Dell’s data reduction guarantee has long been a competitive advantage. With advancements in data path efficiency and hardware-assisted compression, PowerStore Elite raises the bar from 5:1 to a new industry-best 6:1 guarantee7 that helps customers offset costs with predictable, long-term storage economics, even in supply constrained environments. Stay modern without starting over PowerStore Elite integrates into existing environments without forcing customers to rethink how they operate. New systems cluster with earlier PowerStore deployments, data and workloads move without downtime, and capacity or performance can be added incrementally where it delivers the most value. Lifecycle Extension (LCE) reinforces this model by turning modernization into an ongoing benefit. Existing customers can transition to PowerStore Elite more cost-effectively, while new deployments get a predictable path to stay current. Customers receive data-in-place upgrades with deployment included, a dedicated technical advisor and buy-three-get-one-free capacity expansions, all backed by 24/7 Dell ProSupport or ProSupport Plus. AI-powered simplicity From individual arrays to fleet-wide operations, PowerStore Elite puts AI to work where it matters most. Built-in intelligence reduces manual effort by up to 95%,8 continuously balancing workloads, tuning performance and improving efficiency in real time. At the fleet level, Dell AIOps capabilities extend that intelligence across the entire environment with predictive insight and automation, allowing administrators to offload manual reporting, performance trending and capacity planning. With AIOps, customers can resolve issues up to 10x faster than traditional approaches9. Dell Cyber Detect is a new integrated offering that extends AI-powered ransomware detection directly into Dell PowerStore. Trained on thousands of ransomware variants and inspecting data at the byte level with 99.99% accuracy,10 it pinpoints the last known clean copy so organizations can recover fast. Built to evolve with customer needs Beyond raw performance, PowerStore is built to adapt as enterprise workloads evolve, extending its capabilities across private cloud, containers and modern application environments. Private cloud foundation: PowerStore is a proven foundation for private clouds, with a wide range of supported cloud stack software from vendors like Broadcom, Microsoft, Nutanix and Red Hat, so customers can run their existing stack without rearchitecting. Customers can deploy PowerStore through Dell Private Cloud on open, disaggregated infrastructure that scales compute and storage independently on infrastructure that delivers up to 65% cost savings versus HCI.11 Read more about the latest Dell Private Cloud updates here. Modern app support: PowerStore delivers unified scale-up and scale-out architecture supporting block, file, virtual machines and container workloads across a four-appliance cluster. Dynamic core allocation instantly adjusts CPU resources as workloads fluctuate, while NAS server mobility simplifies consolidation and load balancing. Seamless cloud mobility: Organizations can meet any RTO/RPO with complete replication flexibility across Ethernet and Fibre Channel, allowing for fluid data mobility between on-premises infrastructure and multicloud environments.
공고 • May 17Kioxia America, Inc. and Dell Technologies Deliver High-Density Server with 9.8 Pb of Flash StorageKIOXIA 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.
공고 • May 06Dell Technologies Inc., Annual General Meeting, Jun 25, 2026Dell Technologies Inc., Annual General Meeting, Jun 25, 2026.
공고 • Apr 16Dell, HP Inc. Shares Jump on Nvidia-Linked Acquisition SpeculationDell 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.