{"filings":[{"id":722200,"accession_number":"0001571996-26-000021","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2026-05-28T20:15:39+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dell Q1 FY27: record revenue $43.8B, EPS $5.24; AI server revenue $16.1B, guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record revenue of $43.8B (+88% YoY); GAAP diluted EPS $5.24 (+282% YoY); non-GAAP diluted EPS $4.86 (+214% YoY)","ISG revenue record $29.0B (+181% YoY); AI-Optimized Servers revenue $16.1B (+757% YoY); booked $24.4B in AI orders","CSG revenue $14.6B (+17% YoY); Commercial Client record $13.0B (+18% YoY); operating income $1.2B (+79% YoY)","Q1 cash from operations $4.1B; returned $2.1B to shareholders via buybacks/dividends","FY27 revenue guidance raised to $165-169B (+47% YoY midpoint); AI server revenue expected ~$60B; Q2 revenue $44-45B"],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93761,"accession_number":"0001571996-26-000013","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Dell issues 4.24M Class C shares upon Silver Lake Class B conversions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["4,237,699 Class B shares converted to Class C on 8 dates between Mar 2 and Apr 16, 2026.","Holders: SL SPV-2, Silver Lake Partners IV, Technology Investors IV, Partners V DE (AIV), Technology Investors V.","Post-conversion: 325,654,621 Class C shares and 47,789,758 Class B shares outstanding as of Apr 17.","Exempt from registration under Securities Act Section 3(a)(9); no commissions paid.","Class C and Class B shares have identical dividend and liquidation rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105643,"accession_number":"0001571996-26-000003","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dell reports record FY26 revenue $113.5B (+19%), raises dividend 20%, guides FY27 rev $140B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record FY26 revenue $113.5B (+19% YoY); diluted EPS $8.68 (+36%); non-GAAP diluted EPS $10.30 (+27%).","Q4 FY26 revenue $33.4B (+39% YoY); diluted EPS $3.37 (+57%); non-GAAP diluted EPS $3.89 (+45%).","ISG Q4 revenue $19.6B (+73%); AI-optimized servers Q4 rev $9.0B (+342%); record backlog $43B.","Dividend increased 20%; $10B added to share repurchase; returned $7.5B to shareholders in FY26.","FY27 guidance: revenue $138-142B (+23% midpoint); GAAP diluted EPS $11.52 (+33%); AI server rev ~$50B (+103%)."],"consensus_eps_estimate":null,"consensus_eps_actual":8.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":113538000000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121935,"accession_number":"0001571996-25-000118","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dell Q3 FY2026 revenue $27B record; raises AI shipment & full-year guidance; names David Kennedy permanent CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $27.0B (+11% YoY), GAAP EPS $2.28 (+39%), non-GAAP EPS $2.59 (+17%).","ISG revenue $14.1B (+24%); Servers & Networking $10.1B (+37%); Storage $4.0B (-1%).","Record AI server orders $12.3B in Q3; year-to-date orders $30B; FY26 AI shipments raised to ~$25B (>150% YoY).","Full-year FY26 revenue guidance raised to $111.7B midpoint (+17%); Q4 FY26 revenue guidance $31.5B (+32%).","David Kennedy appointed permanent CFO; capital return $1.6B in Q3, $5.3B year-to-date, >39M shares repurchased."],"consensus_eps_estimate":null,"consensus_eps_actual":5.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":80159000000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121931,"accession_number":"0001571996-25-000120","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K/A","filed_at":"2025-11-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Dell appoints David Kennedy as permanent CFO with $760k salary and $3M RSU grant","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Kennedy appointed permanent CFO effective November 24, 2025, after serving as interim since September 9, 2025.","Annual base salary of $760,000 and target cash incentive of 100% of base salary, pro-rated for FY2026.","Grant of time-based RSUs valued at $3,000,000 vesting in equal annual installments starting on first anniversary.","Kennedy remains eligible for severance and benefit plans; subject to noncompetition and nonsolicitation agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121930,"accession_number":"0001571996-25-000114","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K/A","filed_at":"2025-10-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Dell awards 1,796 time-based RSUs to new CAO Richard Troy Sharp","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment as SVP, Corporate Finance & CAO effective August 8, 2025 disclosed previously.","Equity award of 1,796 time-based restricted stock units granted under 2023 Stock Incentive Plan.","RSUs vest in three equal annual installments starting first anniversary of Oct 15, 2025 grant date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121934,"accession_number":"0001193125-25-232662","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-10-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Dell raises long-term revenue growth target to 7-9%, EPS growth to 15%+","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Annual revenue growth target raised to 7-9% from prior 3-4%.","Annual non-GAAP diluted EPS growth target raised to 15% or better from 8% or better.","Dividend growth commitment extended: 10%+ annually through FY2030 (was FY2028).","Reaffirmed Q3 FY2026 guidance provided on Aug 28, 2025.","Returned $14.5B to shareholders since FY23; AI business grew to $20B in two years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121933,"accession_number":"0001193125-25-231904","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-10-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Dell Technologies completes $4.5B public offering of senior notes across four tranches","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Total $4.5B senior notes: $750M 4.150% due 2029, $1.25B 4.500% due 2031, $1.25B 4.750% due 2032, $1.25B 5.100% due 2036.","Issued by Dell International L.L.C. and EMC Corporation; guaranteed by Dell Technologies Inc., Denali Intermediate, and Dell Inc.","Interest accrues from Oct 6, 2025, paid semi-annually; maturities range from 2029 to 2036.","Senior unsecured notes rank equally with existing senior debt; change-of-control put at 101% of principal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121932,"accession_number":"0001571996-25-000111","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-10-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Dell grants COO Jeffrey Clarke 2.5M share option award valued at ~$132.4M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Award of 2,500,000 performance-based stock options to COO/Vice Chairman Jeffrey Clarke.","Exercise price $141.77 per share; grant date fair value approximately $132.4 million.","Vesting contingent on achieving market cap and free cash flow goals by Jan 31, 2031, and continued employment through Mar 15, 2031.","Forfeiture if retirement/resignation prior to vesting; clawback if conduct detrimental within 1 year post-termination.","Award aligns with long-term shareholder value creation, subject to 2023 Stock Incentive Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121929,"accession_number":"0001571996-25-000112","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K/A","filed_at":"2025-10-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Dell grants 10,580 RSUs to interim CFO David Kennedy","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Interim CFO David Kennedy received 10,580 time-based RSUs on Sept 30, 2025.","RSUs vest 20% on 1st anniversary, 30% on 2nd, 50% on 3rd.","Grant issued under Dell's 2023 Stock Incentive Plan.","Kennedy was appointed interim CFO effective Sept 9, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138629,"accession_number":"0001571996-25-000107","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Silver Lake converts 3.9M Class B shares to Class C common stock","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["3,915,292 Class B shares converted to Class C stock on four dates in September 2025.","After conversion, Class C outstanding: 338,646,945; Class B outstanding: 54,790,897.","Conversion done via Section 3(a)(9) exemption; no commission paid.","Class C shares have same dividend and liquidation rights as Class B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138628,"accession_number":"0001193125-25-213629","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-09-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Dell issues $4.5B of senior notes in four tranches to refinance 2026 debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $750M 4.150% notes due 2029, $1.25B 4.500% notes due 2031, $1.25B 4.750% notes due 2032, $1.25B 5.100% notes due 2036.","Proceeds primarily to redeem a portion of outstanding 6.020% Senior Notes due 2026; remainder for general corporate purposes.","Closing expected October 6, 2025; notes are jointly and severally guaranteed by Dell Technologies, Dell Inc., and Denali Intermediate.","Underwriting syndicate led by Barclays, BNP, BofA, Citi, Goldman Sachs, and Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138627,"accession_number":"0001571996-25-000104","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Dell CFO Yvonne McGill resigns; David Kennedy named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Yvonne McGill resigns as CFO effective Sept 9, 2025; will remain as advisor through Oct 31, 2025.","David Kennedy, SVP Global Business Operations, Finance, appointed interim CFO effective Sept 9, 2025.","Separation agreement provides pro rata FY2026 bonus of ~$562,500 plus standard entitlements.","McGill's departure not due to any disagreement on financials, controls, or operations.","Company has initiated search for a permanent CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138626,"accession_number":"0001571996-25-000096","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dell Q2 FY26 revenue $29.8B record, +19% YoY; 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exemption under Section 3(a)(9) of Securities Act.","Post-conversion as of July 11, 2025: 340,673,002 Class C shares and 58,946,330 Class B shares outstanding.","Each Class C share has same dividend and liquidation rights as one Class B share; conversion rights are per corporate charter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138623,"accession_number":"0001571996-25-000078","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Dell Technologies shareholders elect all director nominees, ratify PwC, approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven Group I director nominees elected with over 3.5B votes each; Michael Dell, David Dorman, Egon Durban, David Grain, William Green, Ellen Kullman, Steven Mollenkopf.","Group IV director Lynn Vojvodich Radakovich elected with 214.9M votes for, 5.4M withheld.","Ratification of PricewaterhouseCoopers as FY2026 auditor: 3.67B for, 18.5M against, 345K abstentions.","Advisory vote on executive compensation approved with 3.59B for, 17.3M against, 493K abstentions, 73.2M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156082,"accession_number":"0001571996-25-000046","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dell Q1 FY2026 revenue $23.4B (+5% YoY); 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underwriting led by BofA, Citi, Goldman Sachs, HSBC, JPMorgan, Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174529,"accession_number":"0001571996-25-000014","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Dell FY25 revenue $95.6B (+8% YoY), record EPS $6.38; discloses material weakness in controls","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year GAAP EPS $6.38 (record, +39% YoY); non-GAAP EPS $8.14 (+10%). Revenue $95.6B (+8%).","Q4 revenue $23.9B (+7%); ISG revenue $11.4B (+22%), servers/networking +37%, storage +5%.","AI server backlog ~$9B; cash from ops $4.5B; dividend raised 18% to $2.10; $10B buyback auth.","Material weakness: COGS overstated $200M in FY24, $148M in FY25 (9 mo) due to supplier credit errors.","FY26 guidance: rev $101-105B (midpoint +8%); GAAP EPS $7.85 (+23%); non-GAAP EPS $9.30 (+14%)."],"consensus_eps_estimate":2.5215,"consensus_eps_actual":6.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":95567000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174528,"accession_number":"0001571996-25-000004","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2025-01-14T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Dell reports conversion of 3.99M Class B shares to Class C by Silver Lake entities","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Silver Lake entities converted 3,991,503 Class B shares to Class C common stock between Dec 5, 2024 and Jan 8, 2025 on a 1-for-1 basis.","Post-conversion, Dell had 358,574,323 Class C shares and 62,368,123 Class B shares outstanding as of Jan 8, 2025.","Conversions were exempt from registration under Section 3(a)(9) of the Securities Act; no commissions were paid.","Conversion rights are standard under Dell's charter; no change in economic rights between share classes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191491,"accession_number":"0001571996-24-000136","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Michael Dell converts 25M Class A shares to Class C, reducing voting power","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Michael Dell converted 25,000,000 Class A shares to Class C common stock on Nov 29, 2024.","Post-conversion, Dell beneficially owns 246,834,081 Class A and 41,912,241 Class C shares.","Conversion was one-for-one under Dell's certificate of incorporation, exempt from registration via Section 3(a)(9).","Total Class C shares outstanding after conversion: 357,514,884."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191490,"accession_number":"0001571996-24-000130","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dell Q3 FY25 revenue $24.4B (+10% YoY); ISG servers +58%, EPS $1.58 GAAP, $2.15 non-GAAP","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $24.4B (+10% YoY); operating income $1.7B (+12%); diluted EPS $1.58 (+16%).","Infrastructure Solutions Group (ISG) revenue $11.4B (+34%); servers/networking $7.4B (+58%).","Client Solutions Group (CSG) revenue $12.1B (-1%); commercial client +3% to $10.1B.","Non-GAAP diluted EPS $2.15 (+14%); cash flow from ops $1.6B; cash & investments $6.6B.","Management cited continued AI leadership and momentum as key growth driver."],"consensus_eps_estimate":2.3476,"consensus_eps_actual":4.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":71636000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191489,"accession_number":"0001193125-24-234446","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2024-10-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Dell Technologies issues $1.5B senior notes in two tranches (4.350% due 2030, 4.850% due 2035)","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Dell subsidiaries issued $700M 4.350% Senior Notes due 2030 and $800M 4.850% Senior Notes due 2035.","Interest accrues from Oct 8, 2024, payable semi-annually Feb 1 and Aug 1 starting Feb 1, 2025.","Notes are senior unsecured obligations of the issuers and guaranteed by Dell Technologies, Denali Intermediate, and Dell Inc.","Redemption allowed at make-whole premium before one month (2030) or three months (2035) prior to maturity.","Upon change of control triggering event, holders can require repurchase at 101% of principal plus accrued interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191488,"accession_number":"0001193125-24-231195","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Dell issues $1.5B in two-tranche senior note offering to refinance 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $700M of 4.350% Senior Notes due 2030 and $800M of 4.850% Senior Notes due 2035.","Net proceeds to redeem outstanding 5.850% Senior Notes due 2025; remainder for general corporate purposes.","Notes jointly and severally guaranteed by Dell Technologies Inc., Denali Intermediate, and Dell Inc.","Underwriters led by Barclays, Citigroup, Goldman Sachs, J.P. Morgan, SG Americas, Wells Fargo; closing expected Oct 8, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207969,"accession_number":"0001571996-24-000105","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2024-09-19T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Michael Dell converts 26.5M Class A shares to Class C, voting power reduced","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Michael Dell converted 26,500,000 Class A shares to Class C shares on Sep 16-17, 2024, on a one-for-one basis.","After conversion, Dell beneficially owns 271,834,081 Class A shares and 36,912,241 Class C shares.","Class A shares carry 10 votes per share; Class C shares carry one vote per share, reducing Dell's voting power.","Conversion was exempt from registration under Section 3(a)(9) of the Securities Act; no commission paid.","Total Class C shares outstanding after conversion: 333,874,468."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207968,"accession_number":"0001571996-24-000081","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2024-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dell Q2 FY2025 revenue $25B (+9% YoY); record ISG revenue $11.6B (+38%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $841M, up 85% YoY; diluted EPS $1.17 (+86%), non-GAAP diluted EPS $1.89 (+9%).","ISG revenue record $11.6B (+38%), servers & networking record $7.7B (+80%).","CSG revenue $12.4B (-4% YoY), commercial client revenue flat at $10.6B.","Cash from operations $1.3B; returned $1B to shareholders via buybacks and dividends.","Ended quarter with $6.0B cash and investments."],"consensus_eps_estimate":null,"consensus_eps_actual":2.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":47270000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207967,"accession_number":"0001193125-24-178608","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2024-07-12T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Dell reports conversion of 5.6M Class B shares to Class C by Silver Lake entities","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Between June 18 and July 9, 2024, Silver Lake funds converted 5,645,560 shares of Class B common stock into Class C common stock on a one-for-one basis.","Post-conversion, Class C shares outstanding total 312,686,669; Class B shares outstanding total 66,359,626.","Conversions were exempt from registration under Section 3(a)(9) of the Securities Act; no commission was paid.","Class B holders have the right to convert at any time; additional future conversions are expected under the same exemption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":211750899400.1609,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207966,"accession_number":"0001571996-24-000074","cik":1571996,"company_name":"Dell Technologies Inc.","ticker":"DELL","form_type":"8-K","filed_at":"2024-07-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Dell Technologies shareholders elect all directors, ratify auditor, approve say-on-pay, reject two proposals","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Michael S. 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