---
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"
generated_at: "2026-05-28T20:24:56.874600+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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

## SEC filing metadata
- 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
- 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/1571996/000157199626000021/0001571996-26-000021-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1571996/000157199626000021/dell-20260528.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001571996-26-000021
- JSON: https://secwatch.observer/filing/0001571996-26-000021.json
- Plain text: https://secwatch.observer/filing/0001571996-26-000021.txt

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