secwatch / observer

8-K filed May 28, 2026, 4:15 PM ET ticker DELL CIK 0001571996

earnings confidence high sentiment positive materiality 0.85

Dell Q1 FY27: record revenue $43.8B, EPS $5.24; AI server revenue $16.1B, guidance raised

Dell Technologies Inc.

Record revenue of $43.8B (+88% YoY); GAAP diluted EPS $5.24 (+282% YoY); non-GAAP diluted EPS $4.86 (+214% YoY)
ISG revenue record $29.0B (+181% YoY); AI-Optimized Servers revenue $16.1B (+757% YoY); booked $24.4B in AI orders
CSG revenue $14.6B (+17% YoY); Commercial Client record $13.0B (+18% YoY); operating income $1.2B (+79% YoY)
Q1 cash from operations $4.1B; returned $2.1B to shareholders via buybacks/dividends
FY27 revenue guidance raised to $165-169B (+47% YoY midpoint); AI server revenue expected ~$60B; Q2 revenue $44-45B

item 2.02 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001571996-26-000021
form_type: 8-K
ticker: DELL
cik: 0001571996
company_name: Dell Technologies Inc.
filed_at: 2026-05-28T20:15:39+00:00
discovered_at: 2026-05-28T20:17:00.340244+00:00
generated_at: 2026-05-28T20:24:56.874600+00:00
sec_items: ["2.02", "9.01"]
event_type: earnings
sentiment: positive
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: high
secwatch_canonical_url: https://secwatch.observer/filing/0001571996-26-000021
json_url: https://secwatch.observer/filing/0001571996-26-000021.json
markdown_url: https://secwatch.observer/filing/0001571996-26-000021.md
text_url: https://secwatch.observer/filing/0001571996-26-000021.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/1571996/000157199626000021/0001571996-26-000021-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/1571996/000157199626000021/dell-20260528.htm
generated_by_model: deepseek-v4-flash:cloud@v2
review_status: machine_generated
human_reviewed: false
corrected: false
correction_note: null
correction_timestamp: null
superseded_by: null

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Source: SEC EDGAR

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