secwatch.observer — SEC 8-K summary
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Issuer:     Dell Technologies Inc. (DELL)
CIK:        0001571996
Form:       8-K
Filed at:   2025-08-28T23:59:59+00:00
Accession:  0001571996-25-000096
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Dell Q2 FY26 revenue $29.8B record, +19% YoY; raises AI server guidance to $20B
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- Record Q2 revenue $29.8B (+19% YoY); GAAP EPS $1.70 (+38%), non-GAAP EPS $2.32 (+19%).
- ISG servers & networking revenue $12.9B (+69%); AI solutions shipments $10B in H1, FY26 target raised to $20B.
- Operating cash flow $2.5B (+90% YoY); returned $1.3B to shareholders via buybacks and dividends.
- Full-year FY26 revenue guidance midpoint $107B (+12%); Q3 revenue midpoint $27B (+11%).
- Non-GAAP operating income $2.3B (+10%); CSG revenue $12.5B (+1%) with commercial up 2%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1571996/000157199625000096/0001571996-25-000096-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1571996/000157199625000096/dell-20250828.htm
  HTML page:      https://secwatch.observer/filing/0001571996-25-000096

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