Announcement • Jul 01
Eyesafe Inc. Presents Results Of 9-Week Study On Dell XPS With Eyesafe Display And Eyesafe IQ Eyesafe 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 01
Director recently sold €2.0m worth of stock On 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. Announcement • Jun 23
Dell Technologies Introduces Dell PowerEdge XE8812 Server Featuring NVIDIA Vera Rubin NVL4 Architecture Dell 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 19
First quarter dividend of US$0.63 announced Shareholders 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%. Announcement • Jun 18
Dell Technologies Inc. announces Quarterly dividend, payable on July 31, 2026 Dell 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 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. Announcement • 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. Announcement • 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. Announcement • May 06
Dell Technologies Inc., Annual General Meeting, Jun 25, 2026 Dell Technologies Inc., Annual General Meeting, Jun 25, 2026. Announcement • 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.