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Dell Ganing Report Q4 2025


Michael Dell, President and Executive Director of Dell Inc., speaks during the World Conference of Dell Technologies in Las Vegas, Nevada, USA, on Monday, May 20, 2024.

Bridget Bennett | Bloomberg | Getty images

Give birth He reported sales of the fourth quarter that did not reach the estimates of the analysts, but the profits exceeded the expectations of Wall Street.

This is how the hardware company versus the consensus estimates of LSE:

  • Revenue: $ 23.9 billion, versus $ 24.55 billion estimated
  • EPS: $ 2.68, adjusted, versus $ 2.53 estimated.

Dell’s actions have dropped less than 5% so far in 2025, but the company’s actions have more than duplicated in the last two years due to the rise in the demand for artificial intelligence systems, often based on Nvidia Graphic processing sheets. Dell sells servers with nvidia headquarters Elon Musk’s XAI, for example, and said it had $ 4.1 billion in server orders back at the end of January.

Dell said he sold around $ 10 billion optimized servers AI-AI in his 2025 prosecutor, and hopes to sell around $ 15 billion in sales of the AI ​​system in the current year.

The current quarter revenues will be between $ 22.5 and $ 23.5 billion, Dell said, following the average estimate of $ 23.59 billion, according to LSE. The company guided by action adjusted per share during the quarter of $ 1.65, versus $ 1.76 estimated by analysts.

Dell waits between $ 101 billion and $ 105 billion of revenues in its prosecutor 2026, approximately in line with LSE estimates of $ 103.17 billion. The earnings per share for the whole year will be $ 9.30, said the company, which exceeds estimates of $ 9.23

Net income increased to $ 1.53 billion, or $ 2.15 per share, of $ 1.21 billion, or $ 1.66 per share, in the period of the previous year.

Dell increased its dividend by 18% and announced $ 10 billion in authorization to repurchase shares.

The income increased by 7% in the fourth quarter, driven by the company’s infrastructure solutions, its server division, which saw that sales increased by 22% to $ 11.35 billion. That was under an estimate of streetacount of $ 11.7 billion in sales.

The Dell customer solution group, its largest business, saw sales increased 5% to $ 11.88 billion, due to a slow laptop market. Streetacount waited $ 11.98 billion in revenues.

Dell revealed Thursday that he had discovered that some of his suppliers had granted him credits that were not recorded or registered at the wrong time. The impact “was not material,” said Dell, added that he had re -expressed the previous financial statements in 2024 and 2025.

“The company initiated an investigation that indicated that the credits resulted in the shares of certain employees that support a limited number of suppliers, impacting the segment of the group of client solutions and the exaggeration of the costs of the goods sold in approximately $ 200 million in fiscal year 2024 and $ 148 million in prosecutor 2025 during the nine months that ended on November 1, 2024,” Dell said in his press release.

LOOK: Dell approaches the agreement to sell $ 5 billion on ai to xai servers

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