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. (NYSE: DELL) generates frequent news across enterprise infrastructure, AI, client computing, gaming and capital markets activity. Company press releases describe Dell Technologies as helping organizations and individuals build their digital future with a technology and services portfolio tailored for the AI era, and this positioning is reflected in the range of announcements investors and observers can follow.
News about Dell Technologies often covers financial performance and guidance. For example, the company has issued press releases reporting fiscal quarter results, including net revenue, operating income, segment performance for its Infrastructure Solutions Group and Client Solutions Group, and information about capital return through share repurchases and dividends. These releases can be important for readers tracking revenue mix between products and services, as well as trends in servers, networking, storage and client systems.
A significant portion of Dell Technologies news focuses on AI infrastructure, data platforms and partnerships. Recent announcements highlight the Dell AI Factory with NVIDIA, updates to Dell PowerEdge servers, Dell PowerScale and Dell ObjectScale storage, Dell PowerSwitch networking and the Dell AI Data Platform. These stories describe integrations with NVIDIA technologies and collaborations with partners such as Elastic and Starburst, emphasizing how Dell solutions support AI workloads, data management and automation.
Readers can also expect coverage of product launches and portfolio expansions in client devices and gaming. At CES 2026, Dell Technologies announced the return of XPS laptops with new XPS 14 and XPS 16 models, plans to broaden the XPS portfolio and an expansion of Alienware’s laptop lineup to reach more gamers. The company also introduced new Dell UltraSharp monitors, including a 52-inch 6K monitor and a 32-inch 4K QD-OLED monitor aimed at professionals.
Additional news items include collaborations on high performance computing, such as the Horizon supercomputer project with the Texas Advanced Computing Center and NVIDIA, as well as announcements of investor conference presentations, conference calls for financial results and capital markets transactions like senior notes offerings. For investors and technology watchers, Dell Technologies news provides insight into the company’s strategic direction in AI, infrastructure, PCs, gaming and financial management.
A recent SHI International and Dell Technologies survey reveals only 13.2% of research institutions are prepared for AI implementation. While 50% have a defined AI strategy, significant gaps exist in infrastructure, training, and data policies. Key use cases include chatbots (36.8%) and research tools (35.3%). Major barriers are competing priorities (36.8%), inadequate funding (36.8%), and lack of strategy (30.9%). Although 70% of institutions are using or plan to use AI within 12 months, only 16% have AI-ready infrastructure and 29.4% have insufficient data security measures.
Dell Technologies reported a revenue of $22.2 billion for Q1 fiscal 2025, indicating a 6% year-over-year increase. The Infrastructure Solutions Group (ISG) saw significant growth with revenue up 22% to $9.2 billion, driven by a 42% rise in servers and networking revenue. The Client Solutions Group (CSG) reported flat revenue at $12 billion, with commercial client revenue up 3% to $10.2 billion, but a 15% drop in consumer revenue to $1.8 billion.
Diluted earnings per share (EPS) increased by 67% to $1.32, while non-GAAP diluted EPS decreased by 3% to $1.27. Operating income dropped 14% to $920 million, and non-GAAP operating income fell 8% to $1.5 billion. Cash flow from operations was $1 billion, and Dell returned $1.1 billion to shareholders through share buybacks and dividends.
Dell highlighted strong performance in AI and infrastructure solutions, including advancements in AI-optimized servers and new AI PCs. The company ended the quarter with $7.3 billion in cash and investments.
Dell Technologies and Ericsson have established a strategic partnership to accelerate the transformation of telecom network clouds. The collaboration aims to develop tailored network cloud infrastructure plans and provide integrated support to communications service providers (CSPs).
Key initiatives include the commercial introduction of Ericsson Cloud RAN software on Dell PowerEdge servers, which promises continuous testing and lifecycle management. The partnership also seeks to address CSPs' concerns about network transformation, as highlighted by a recent MeriTalk study.
This study found that 96% of CSPs feel their network transformation efforts are lagging due to time, budget, reliability, and security issues. The partnership aims to mitigate these challenges with simple, reliable, and energy-efficient Open RAN solutions.
The joint efforts will focus on co-developing services to simplify the deployment process and support any integrated solution comprehensively. The collaboration builds on previous efforts to leverage Ericsson's Cloud RAN software and Dell's infrastructure to drive business growth and network innovation.
New research from MeriTalk, funded by Dell Technologies, highlights the critical need for network transformation among communications service providers (CSPs). According to the study, 90% of CSPs believe that network transformation is vital for survival, aiming for improved customer experiences, stronger cybersecurity, and competitive differentiation through AI integration. However, 96% of CSPs admit their network transformation efforts are lagging due to time, performance, and security concerns. Despite recognizing the necessity of open network architecture, only 22% have a strategy in place. The study, based on insights from 450 executives across North America, Europe, and Asia-Pacific, also reveals that 83% of CSPs see IoT monetization as crucial, yet 55% feel the industry is not adapting swiftly enough. Dell is committed to partnering with CSPs to develop strategies and solutions for effective network transformation.
Dell Technologies (NYSE: DELL) will hold a conference call on May 30, 2024, at 3:30 p.m. CDT to discuss its Q1 fiscal 2025 financial results. The call will be available as a live audio webcast on Dell's investor relations website, with an archived version accessible post-broadcast. The company plans to release its financial results via a press release, which will include prepared remarks and additional financial information prior to the call. Dell Technologies is known for its extensive and innovative tech and services portfolio, aiding digital transformations for organizations and individuals.
Dell Technologies announces a new range of AI PCs under its Copilot+ series, powered by Snapdragon X Elite and Snapdragon X Plus processors. These devices promise groundbreaking battery life, up to 45 trillion operations per second on the neural processing unit, and local AI processing capabilities, which enhance security and functionality without relying on the internet or cloud services.
The lineup includes five models: XPS 13, Inspiron 14 Plus, Inspiron 14, Latitude 7455, and Latitude 5455, designed for both consumers and business professionals. Key features include multi-day battery life, advanced security, and high performance aimed at boosting productivity and creativity.
Notable features include on-device Copilot for instant results, enhanced video and audio experiences, and new AI tools like Recall, Cocreator, Live Captions, and Auto Super Resolution. The products will be available for preorder with prices starting at $1,099 for the Inspiron 14 Plus and $1,299 for the XPS 13.
Dell Technologies announced the expansion of its Dell AI Factory in collaboration with NVIDIA. The new Dell PowerEdge XE9680L server features direct liquid cooling and eight NVIDIA Blackwell Tensor Core GPUs for high performance in a compact form. Dell claims this server offers 33% more GPU density per node and 20% more PCIe Gen. 5 slots. The new Dell NativeEdge platform automates delivery of NVIDIA AI Enterprise software, aiming to ease AI application deployment. Additionally, Dell Generative AI Solution for Digital Assistants promises faster deployment of digital assistants. These advancements are designed to lower costs and reduce deployment times by up to 86% for AI environments. Availability for various products and services is set for the second half of 2024.
Dell Technologies announced significant advancements for Dell PowerStore, including up to a 30% software-driven performance boost and 66% hardware performance improvement.
PowerStore now offers the industry's most flexible QLC storage and a new 5:1 data reduction guarantee.
The updates also enhance multicloud data mobility and efficiency, with AI-driven capabilities from Dell APEX AIOps improving infrastructure availability.
PowerStore Prime combines these advancements with new support programs for customers and partners, aiming to bolster IT investment protection and increase partner profitability.
Dell Technologies introduces the Dell AI Factory at Dell Technologies World, offering a comprehensive AI solutions portfolio from desktop to data center to cloud. The initiative aims to accelerate AI adoption with integrated hardware and software, leveraging NVIDIA infrastructure and services. Key innovations include new Dell AI PCs powered by Snapdragon processors, advanced storage solutions like PowerScale F910, and networking advancements with PowerSwitch Z9864F-ON.
Dell strengthens its ecosystem with partners like Hugging Face and Meta, offering optimized deployment of AI models. The company also expands its AI Professional Services to streamline AI platform development and usage. New products and services, including Dell AI PCs and various networking and storage solutions, will be available throughout 2024.
Dell Technologies has unveiled new PowerEdge servers: the R670 and R770 CSP Edition, and the T160 and R260. These servers introduce performance enhancements and a new standardized architecture for easier deployment and maintenance. Key features include the use of Intel® Xeon® 6 Efficient core processors, which deliver up to 2.3x more performance per rack, Smart Cooling technology for energy efficiency, and the Dell Open Server Manager for simplified management.
The servers are designed for diverse users, from large cloud service providers to small businesses. The T160 and R260 models offer compact, efficient performance, with the T160 being notably energy efficient and sustainable. The servers will be available starting in May, with some models exclusive to cloud providers starting in July.