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 Inc. reports developments across enterprise information technology, including commercial personal computers, workstations, data-center hardware, storage systems and services for AI workloads. Company news commonly covers portfolio updates such as Dell Pro notebooks, Dell Pro Precision workstations, Dell Pro Max systems, monitors and client peripherals, as well as AI infrastructure offerings built around the Dell AI Factory with NVIDIA, the Dell AI Data Platform and Dell Data Lakehouse architecture.
Recurring updates also address partnerships and integrations with technology vendors, cybersecurity and cyber-resilience capabilities, storage platforms including ECS, ObjectScale and PowerScale, and management presentations on financial strategy. Corporate governance items may include proxy-related matters and incorporation-governance proposals tied to the company's public-company structure.
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.
Dell Technologies (NYSE: DELL) has announced that Arthur Lewis, president of Infrastructure Solutions Group, will participate in a fireside chat at the Bank of America Global Technology Conference in San Francisco, CA. The presentation is scheduled for Tuesday, June 3, 2025, at 9:20 a.m. PT / 12:20 p.m. ET. Investors and interested parties can access both the live webcast and replay of the presentation through Dell Technologies' Investor Relations page at investors.delltechnologies.com.