secwatch.observer — SEC 8-K summary
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Issuer:     Dell Technologies Inc. (DELL)
CIK:        0001571996
Form:       8-K
Filed at:   2026-09-01T20:10:14+00:00
Accession:  0001571996-26-000039
Event type: earnings
Sentiment:  positive
Materiality: 1.00
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Dell Q2 FY27 revenue $47B (+58%), EPS $6.34, raises FY27 revenue guidance to $192B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1571996/000157199626000039/0001571996-26-000039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1571996/000157199626000039/dell-20260901.htm
  HTML page:      https://secwatch.observer/filing/0001571996-26-000039

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer