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

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Dell Technologies Inc. reported fiscal 2027 first quarter results: revenue $43.8 billion, net income $3,438 million, EPS $5.24. Guidance raised.

Period: fiscal 2027 first quarter
Revenue: $43.8 billion
Net income: $3,438 million
EPS: $5.24
Guidance: raised
Result: reported results

Exact text from the filing

Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2027 first quarter and provides guidance for its fiscal 2027 second quarter and full year. First-Quarter Summary • Record revenue of $43.8 billion, up 88% year over year • Record diluted earnings per share (EPS) of $5.24, up 282% year over year, and record non-GAAP diluted EPS of $4.86, up 214%

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Source: SEC EDGAR

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