secwatch.observer — SEC 8-K summary
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Issuer:     Dell Technologies Inc. (DELL)
CIK:        0001571996
Form:       8-K
Filed at:   2025-11-25T23:59:59+00:00
Accession:  0001571996-25-000118
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1571996/000157199625000118/0001571996-25-000118-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1571996/000157199625000118/dell-20251125.htm
  HTML page:      https://secwatch.observer/filing/0001571996-25-000118

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