---
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"
generated_at: "2026-05-16T16:55:36.375312+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Dell Q3 FY2026 revenue $27B record; raises AI shipment & full-year guidance; names David Kennedy permanent CFO

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001571996-25-000118
- JSON: https://secwatch.observer/filing/0001571996-25-000118.json
- Plain text: https://secwatch.observer/filing/0001571996-25-000118.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.