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 has unveiled a new AI PC portfolio with three distinct product categories: Dell (for play, school, work), Dell Pro (professional productivity), and Dell Pro Max (maximum performance). The lineup features Intel Core Ultra and AMD Ryzen processors with integrated NPUs for enhanced AI capabilities.
The Dell Pro series introduces lightweight laptops with up to 21.2 hours battery life and 3.5 times faster AI performance than previous generations. Notable models include the Dell Pro 13/14 Premium with Tandem OLED display and the Dell Pro Plus series available in 13-, 14-, and 16-inch sizes.
The Dell Pro Max series targets high-performance computing needs with support for NVIDIA RTX graphics and AMD Threadripper processors. The company emphasizes sustainability with modular USB-C ports, recycled materials, and reduced cobalt usage in batteries. New models feature enhanced battery life, thinner profiles, and integrated AI capabilities for improved productivity.
Dell has announced three groundbreaking PC monitors featuring industry-first technologies. The UltraSharp 32 and 27 4K Thunderbolt Hub Monitors introduce enhanced IPS Black technology with a 3,000:1 contrast ratio and the highest 5-star eye comfort certification. They offer up to 140W power delivery and will be available from February 25, 2025, priced at $949.99 and $699.99 respectively.
The Dell 32 Plus 4K QD-OLED Monitor, launching March 27, 2025, at $799.99, is the world's first QD-OLED monitor with AI-enhanced 3D Spatial Sound. It features a 120 Hz refresh rate, 0.03ms response time, and up to 90W power delivery. All monitors are built with sustainable materials, including up to 100% recycled aluminum and 85% post-consumer recycled plastics.
Dell Technologies (NYSE: DELL) announces a major restructuring of its PC portfolio with enhanced AI capabilities. The company introduces a simplified three-tier branding structure: Dell (for play, school and work), Dell Pro (for professional productivity), and Dell Pro Max (for maximum performance).
The new AI PC lineup features processors from Intel, AMD, and Qualcomm, incorporating NPU technology for specialized AI workloads. Key improvements include multi-day battery life, improved thermal design with 20% better airflow, and enhanced durability. Dell also launches the Dell Pro AI Studio, an AI toolkit that promises to reduce development and deployment time by up to 75%.
Notable innovations include the world's first commercial notebooks with modular USB-C ports, new displays featuring enhanced IPS Black technology with 3000:1 contrast ratio, and comprehensive device management solutions for IT administrators.
Dell Technologies (NYSE: DELL) is expanding its strategic partnership with AI hyperscaler CoreWeave, becoming the first to ship Dell PowerEdge XE9712 server racks with NVIDIA GB200 NVL72. The collaboration includes delivery of liquid-cooled, fully-integrated Dell IR7000 racks with Dell PowerEdge XE9712 servers, supported by Dell's AI professional services.
CoreWeave will integrate the Dell AI Factory with NVIDIA solutions into its Cloud Services Platform, combining Dell's infrastructure capabilities with NVIDIA's computing and AI software. The implementation features 21-inch liquid-cooled Dell Integrated Rack IR7000s optimized for AI workloads, offering 25X energy efficiency compared to previous generations. The infrastructure will be integrated with CoreWeave's managed software cloud services, including CoreWeave Kubernetes Service and SUNK.
Dell Technologies (NYSE: DELL) has declared a quarterly cash dividend of $0.445 per common share. The dividend will be paid on January 31 to shareholders of record as of January 22. The company previously increased its annual cash dividend by 20% to $1.78 per common share following board approval in February of this year.
Dell Technologies reported strong Q3 fiscal 2025 results with revenue of $24.4 billion, up 10% year over year. The Infrastructure Solutions Group (ISG) achieved record revenue of $11.4 billion, up 34%, driven by a 58% increase in servers and networking revenue to $7.4 billion. Client Solutions Group (CSG) revenue slightly declined 1% to $12.1 billion. Operating income increased 12% to $1.7 billion, with diluted EPS of $1.58 up 16%. AI server orders reached $3.6 billion with pipeline growth exceeding 50%. Cash flow from operations was $1.6 billion, with quarter-end cash and investments of $6.6 billion.
Dell Technologies (NYSE: DELL) has announced that Arthur Lewis, president of Infrastructure Solutions Group, will participate in a fireside chat at the UBS Global Technology and AI Conference in Scottsdale, Arizona. The presentation is scheduled for Tuesday, December 3, 2024, at 2:15 p.m. MT / 4:15 p.m. ET.
Investors and interested parties can access both the live webcast and replay of the conference presentation through Dell Technologies' Investor Relations page at investors.delltechnologies.com.
Dell Technologies announces significant AI innovations and cybersecurity enhancements for Microsoft customers. The company introduces Dell APEX File Storage for Microsoft Azure with a new Dell-managed option, designed to deliver superior AI workload performance and simplified management. The expansion includes new services to accelerate AI adoption, including Accelerator Services for Copilot+ PCs and implementation services for Microsoft Azure AI. Dell also unveils APEX Protection Services for Microsoft Azure, offering AI-powered data protection and cyber resilience with up to 80% faster recovery times using CyberSense threat intelligence.
Dell Technologies has announced significant advancements to its AI Factory with new infrastructure and solutions. The company introduced new PowerEdge XE servers, including the XE9685L with liquid cooling and XE7740 with air cooling, supporting various GPU configurations. Dell plans to support the NVIDIA GB200 Grace Blackwell NVL4 Superchip with a new server design supporting up to 144 GPUs per rack. The company also enhanced its Data Lakehouse with Apache Spark integration for improved data processing and analytics. New professional services focus on sustainable data centers, data management, and AI networking optimization.
Dell Technologies (NYSE: DELL) has announced it will host a conference call on Tuesday, November 26, 2024, at 3:30 p.m. CST to discuss its fiscal 2025 third quarter financial results. The company will release its financial results and accompanying statements before the call, which will be accessible to the public as a live, audio-only webcast on Dell's investor relations website. Additional materials, including prepared remarks and a presentation containing financial information, will be available for download from the same platform prior to the financial guidance discussion.