{"schema_version":"secwatch.filing_event.v1","accession":"0001571996-25-000046","form_type":"8-K","ticker":"DELL","cik":"0001571996","company_name":"Dell Technologies Inc.","filed_at":"2025-05-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:48.832752+00:00","generated_at":"2026-05-20T05:49:51.844769+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Dell Q1 FY2026 revenue $23.4B (+5% YoY); AI server orders $12.1B, exceeding FY25 total","bullets":["Q1 revenue $23.4B (+5% YoY); GAAP diluted EPS $1.37 flat; non-GAAP diluted EPS $1.55 (+17%).","ISG revenue $10.3B (+12%); servers & networking record $6.3B (+16%); storage $4.0B (+6%).","AI-optimized server orders $12.1B in Q1, surpassing entire FY25; backlog $14.4B.","Record Q1 cash from operations $2.8B; returned $2.4B to shareholders via buybacks & dividends.","FY26 revenue guidance $101-105B (midpoint $103B, +8%); Q2 revenue guidance $28.5-29.5B."],"urls":{"canonical":"https://secwatch.observer/filing/0001571996-25-000046","json":"https://secwatch.observer/filing/0001571996-25-000046.json","markdown":"https://secwatch.observer/filing/0001571996-25-000046.md","text":"https://secwatch.observer/filing/0001571996-25-000046.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1571996/000157199625000046/0001571996-25-000046-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1571996/000157199625000046/dell-20250529.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-20T05:49:51.844769+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}