Welcome to our dedicated page for Dell Technologies news (Ticker: DELL), a resource for investors and traders seeking the latest updates and insights on Dell Technologies stock.
Dell Technologies (DELL) maintains its industry leadership through continuous innovation in enterprise IT infrastructure and AI-driven solutions. This dedicated news hub provides investors and technology professionals with timely updates on corporate developments, strategic partnerships, and market-moving announcements.
Access curated press releases and analysis covering Dell's advancements in data center hardware, cybersecurity initiatives, and edge computing deployments. The repository includes earnings reports, product launch details, executive commentary, and regulatory filings – all essential for understanding the company's position in digital transformation markets.
Key focus areas include Dell's progress in hybrid cloud solutions, commercial PC market trends, and sustainability efforts within global IT ecosystems. Content is organized for efficient navigation between financial updates, technological breakthroughs, and partnership announcements that shape the company's trajectory.
Bookmark this page for streamlined access to Dell's official communications and third-party analyses. Combine real-time updates with historical context to track the company's execution against its long-term infrastructure modernization goals.
Dell Technologies (NYSE: DELL) raised its long-term financial framework at its Securities Analyst Meeting on October 7, 2025, updating multi-year targets for revenue, EPS, cash returns and dividends.
Key changes: annual revenue growth 7–9% (was 3–4%), annual non-GAAP diluted EPS growth 15%+ (was 8%+), net income to adjusted free cash flow conversion 100%+, continued return of over 80% of adjusted free cash flow to shareholders, and an extended dividend growth commitment of 10%+ annually through FY2030. Management highlighted AI strength, a $20 billion AI business target in two years, and $14.5 billion returned to shareholders since FY23. The company reaffirmed its fiscal 2026 Q3 and full-year guidance provided Aug. 28, 2025.
Dell Technologies (NYSE:DELL) has unveiled the PowerEdge XR8720t, the industry's first single-server solution designed specifically for Open RAN and Cloud RAN deployments. This groundbreaking server aims to transform edge and telecom infrastructure with enhanced performance and reduced operational costs.
The new server offers up to 72 cores and 24 SFP28 connectivity ports in a compact 2U configuration, delivering more than double the processing power compared to its predecessor. Key features include Intel vRAN Boost integration, advanced timing synchronization, AI capabilities for CPU-based workloads, and a rugged design operating in temperatures from -5°C to 55°C.
The PowerEdge XR8720t will be globally available in Q1 2026, targeting telecommunications providers and enterprises in telecom, retail, defense, and manufacturing sectors.
Dell Technologies (NYSE:DELL) has announced major advancements in private cloud infrastructure, introducing significant updates across its storage and cyber resilience portfolio. The company unveiled the Dell Private Cloud solution, alongside improvements to PowerStore, PowerFlex, PowerMax, and PowerProtect product lines.
Key innovations include the new PowerStore 5200Q with QLC flash support, PowerFlex Ultra release achieving up to 80% storage efficiency and 10x9s data availability, and enhanced PowerMax capabilities delivering up to 25% greater performance. The company also announced integration of PowerStore with Nutanix Cloud Platform, scheduled for early access in Spring 2026.
Dell's PowerProtect line introduces the new DD3410 appliance and Data Manager Appliance, strengthening cyber resilience capabilities for modern workloads with advanced security features and centralized management.
Dell Technologies (NYSE:DELL) has announced it will host a securities analyst meeting on October 7, 2025 in New York. The event will begin at 8:30 AM CT / 9:30 AM ET and will feature presentations from Chairman and CEO Michael Dell along with other executive leadership team members.
During the invitation-only meeting, the leadership team will discuss Dell's strategy and long-term financial framework. The event will include an extensive Q&A session. Investors and interested parties can access a live webcast and replay of the meeting through Dell Technologies' Investor Relations website at investors.delltechnologies.com.
Dell Technologies (NYSE:DELL) announced that CFO Yvonne McGill will step down after nearly 30 years with the company, effective September 9, 2025. David Kennedy, current SVP of Dell Global Business Operations, Finance, has been appointed as interim CFO.
McGill will serve in an advisory capacity through Q3 fiscal 2026 to ensure a smooth transition, while Dell conducts a comprehensive search for a permanent successor. The company has reaffirmed its previously provided guidance for fiscal 2026 Q3 and full year.
Kennedy brings 27 years of experience at Dell, including previous roles as SVP and COO of Dell Global Sales and CFO of the Client Solutions Group (CSG). The company plans to share new long-term guidance at its Securities Analyst Meeting on October 7, 2025.
Dell Technologies (NYSE: DELL) has declared a quarterly cash dividend of $0.525 per common share. The dividend will be paid on October 31, 2025, to shareholders of record as of October 21, 2025.
This quarterly payment is part of Dell's enhanced dividend program, following an 18% increase in the annual cash dividend to $2.10 per common share, which was approved by the board in February 2025.
Dell Technologies (NYSE:DELL) reported exceptional second-quarter fiscal 2026 results, achieving record revenue of $29.8 billion, up 19% year over year. The company's performance was driven by strong AI solutions demand, with $10 billion in AI shipments in the first half of FY26.
The Infrastructure Solutions Group (ISG) delivered record revenue of $16.8 billion, up 44%, with Servers and Networking revenue surging 69% to $12.9 billion. Client Solutions Group revenue reached $12.5 billion, up 1%. Operating income grew 27% to $1.8 billion, while diluted EPS increased 38% to $1.70.
Dell raised its FY26 AI server shipment guidance to $20 billion and expects full-year revenue between $105.0-109.0 billion. The company returned $1.3 billion to shareholders through dividends and share repurchases.
Dell Technologies (NYSE:DELL) has scheduled a conference call for Thursday, August 28, 2025, at 3:30 p.m. CST to discuss its fiscal 2026 second quarter financial results. The company will release its financial results, including prepared remarks and presentation materials with financial guidance, prior to the call.
The conference call will be accessible to the public as a live, audio-only webcast through Dell Technologies' investor relations website. An archived version of the call will also be made available on the same platform for later access.
Dell Technologies (NYSE:DELL), the leading AI infrastructure provider, has announced significant updates to its Dell AI Data Platform. The platform enhancements focus on improving support for the complete AI lifecycle, from data ingestion to inferencing, through a new collaboration with Elastic for advanced vector search capabilities.
Key announcements include the Dell PowerEdge R7725 server, which will be the first 2U server platform to deliver the NVIDIA AI Data Platform reference architecture, featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. The new hardware offers up to 6x token throughput for LLM inference and 2x capacity for engineering simulation performance compared to previous generations.
The platform's new unstructured data engine, developed in collaboration with Elastic, will provide real-time secure access to large-scale unstructured datasets, featuring advanced vector search and semantic retrieval capabilities. These improvements aim to help organizations better handle massive, growing unstructured data for generative AI applications.
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