{"schema_version":"secwatch.filing_event.v1","accession":"0001571996-26-000039","form_type":"8-K","ticker":"DELL","cik":"0001571996","company_name":"Dell Technologies Inc.","filed_at":"2026-09-01T20:10:14+00:00","discovered_at":"2026-09-01T20:11:07.343301+00:00","generated_at":"2026-09-01T20:11:12.065070+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"confidence":"high","headline":"Dell Q2 FY27 revenue $47B (+58%), EPS $6.34, raises FY27 revenue guidance to $192B","bullets":["Record Q2 revenue $47.0B, up 58% YoY; GAAP diluted EPS $6.34, up 273%; non-GAAP EPS $7.04, up 203%.","AI-optimized servers revenue $16.4B, up 100%; orders $60.9B; backlog $95B; ISG revenue $31.8B, up 89%.","Raises FY27 revenue guidance to $192B (up 69% YoY) from $167B; GAAP EPS $24.37, non-GAAP $25.50.","Q3 guidance: revenue $49B, GAAP EPS $6.10, non-GAAP EPS $6.50.","Returned $4.3B to shareholders; declared $0.63/share dividend payable Oct 30, record Oct 20."],"urls":{"canonical":"https://secwatch.observer/filing/0001571996-26-000039","json":"https://secwatch.observer/filing/0001571996-26-000039.json","markdown":"https://secwatch.observer/filing/0001571996-26-000039.md","text":"https://secwatch.observer/filing/0001571996-26-000039.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1571996/000157199626000039/0001571996-26-000039-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1571996/000157199626000039/dell-20260901.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-01T20:11:12.065070+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}