earnings
confidence high
sentiment positive
materiality 0.85
Dell Q3 FY25 revenue $24.4B (+10% YoY); ISG servers +58%, EPS $1.58 GAAP, $2.15 non-GAAP
Dell Technologies Inc.
2025-Q3 EPS
reported $4.07
vs consensus $2.35
▲ beat
(+73.4%)
- 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.