{"schema_version":"secwatch.filing_event.v1","accession":"0001571996-25-000118","form_type":"8-K","ticker":"DELL","cik":"0001571996","company_name":"Dell Technologies Inc.","filed_at":"2025-11-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.791112+00:00","generated_at":"2026-05-16T16:55:36.375312+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 Q3 FY2026 revenue $27B record; raises AI shipment & full-year guidance; names David Kennedy permanent CFO","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001571996-25-000118","json":"https://secwatch.observer/filing/0001571996-25-000118.json","markdown":"https://secwatch.observer/filing/0001571996-25-000118.md","text":"https://secwatch.observer/filing/0001571996-25-000118.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1571996/000157199625000118/0001571996-25-000118-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1571996/000157199625000118/dell-20251125.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T16:55:36.375312+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"}