Recent 8-K filings for DELL
Highest-materiality recent filing
Dell reports record FY26 revenue $113.5B (+19%), raises dividend 20%, guides FY27 rev $140B
- Record FY26 revenue $113.5B (+19% YoY); diluted EPS $8.68 (+36%); non-GAAP diluted EPS $10.30 (+27%).
- Q4 FY26 revenue $33.4B (+39% YoY); diluted EPS $3.37 (+57%); non-GAAP diluted EPS $3.89 (+45%).
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Dell Q1 FY27: record revenue $43.8B, EPS $5.24; AI server revenue $16.1B, guidance raised
Record revenue of $43.8B (+88% YoY); GAAP diluted EPS $5.24 (+282% YoY); non-GAAP diluted EPS $4.86 (+214% YoY)
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Dell issues 4.24M Class C shares upon Silver Lake Class B conversions
4,237,699 Class B shares converted to Class C on 8 dates between Mar 2 and Apr 16, 2026.
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Dell reports record FY26 revenue $113.5B (+19%), raises dividend 20%, guides FY27 rev $140B
Record FY26 revenue $113.5B (+19% YoY); diluted EPS $8.68 (+36%); non-GAAP diluted EPS $10.30 (+27%).
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Dell appoints David Kennedy as permanent CFO with $760k salary and $3M RSU grant
David Kennedy appointed permanent CFO effective November 24, 2025, after serving as interim since September 9, 2025.
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Revenue $27.0B (+11% YoY), GAAP EPS $2.28 (+39%), non-GAAP EPS $2.59 (+17%).
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Dell awards 1,796 time-based RSUs to new CAO Richard Troy Sharp
Appointment as SVP, Corporate Finance & CAO effective August 8, 2025 disclosed previously.
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Dell raises long-term revenue growth target to 7-9%, EPS growth to 15%+
Annual revenue growth target raised to 7-9% from prior 3-4%.
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Dell Technologies completes $4.5B public offering of senior notes across four tranches
Total $4.5B senior notes: $750M 4.150% due 2029, $1.25B 4.500% due 2031, $1.25B 4.750% due 2032, $1.25B 5.100% due 2036.
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Dell grants 10,580 RSUs to interim CFO David Kennedy
Interim CFO David Kennedy received 10,580 time-based RSUs on Sept 30, 2025.
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Dell grants COO Jeffrey Clarke 2.5M share option award valued at ~$132.4M
Award of 2,500,000 performance-based stock options to COO/Vice Chairman Jeffrey Clarke.
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Silver Lake converts 3.9M Class B shares to Class C common stock
3,915,292 Class B shares converted to Class C stock on four dates in September 2025.
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Dell issues $4.5B of senior notes in four tranches to refinance 2026 debt
Issued $750M 4.150% notes due 2029, $1.25B 4.500% notes due 2031, $1.25B 4.750% notes due 2032, $1.25B 5.100% notes due 2036.
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Dell CFO Yvonne McGill resigns; David Kennedy named interim CFO
Yvonne McGill resigns as CFO effective Sept 9, 2025; will remain as advisor through Oct 31, 2025.
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Dell Q2 FY26 revenue $29.8B record, +19% YoY; raises AI server guidance to $20B
Record Q2 revenue $29.8B (+19% YoY); GAAP EPS $1.70 (+38%), non-GAAP EPS $2.32 (+19%).
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Dell appoints Richard Troy Sharp as new CAO; Rios steps down from role
Brunilda (Bruny) Rios steps down as principal accounting officer effective Aug 8, 2025; remains SVP.
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Dell issues 3.4M Class C shares on conversion of Class B shares held by Silver Lake entities
3,421,793 shares of Class C common stock issued upon one-for-one conversion of Class B common stock held by Silver Lake affiliates on six dates in June and July 2025.
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All seven Group I director nominees elected with over 3.5B votes each; Michael Dell, David Dorman, Egon Durban, David Grain, William Green, Ellen Kullman, Steven Mollenkopf.
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Dell Q1 FY2026 revenue $23.4B (+5% YoY); AI server orders $12.1B, exceeding FY25 total
Q1 revenue $23.4B (+5% YoY); GAAP diluted EPS $1.37 flat; non-GAAP diluted EPS $1.55 (+17%).
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Dell completes $4B public offering of senior notes across four tranches
$1B 4.750% notes due 2028, $1B 5.000% notes due 2030, $1B 5.300% notes due 2032, $1B 5.500% notes due 2035.
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Dell Technologies raises $4B in senior notes across four tranches
Issued $1B each of 4.750% notes due 2028, 5.000% due 2030, 5.300% due 2032, 5.500% due 2035.
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Dell FY25 revenue $95.6B (+8% YoY), record EPS $6.38; discloses material weakness in controls
Full-year GAAP EPS $6.38 (record, +39% YoY); non-GAAP EPS $8.14 (+10%). Revenue $95.6B (+8%).
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Dell reports conversion of 3.99M Class B shares to Class C by Silver Lake entities
Silver Lake entities converted 3,991,503 Class B shares to Class C common stock between Dec 5, 2024 and Jan 8, 2025 on a 1-for-1 basis.
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Michael Dell converts 25M Class A shares to Class C, reducing voting power
Michael Dell converted 25,000,000 Class A shares to Class C common stock on Nov 29, 2024.
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Dell Q3 FY25 revenue $24.4B (+10% YoY); ISG servers +58%, EPS $1.58 GAAP, $2.15 non-GAAP
Revenue $24.4B (+10% YoY); operating income $1.7B (+12%); diluted EPS $1.58 (+16%).
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Dell Technologies issues $1.5B senior notes in two tranches (4.350% due 2030, 4.850% due 2035)
Dell subsidiaries issued $700M 4.350% Senior Notes due 2030 and $800M 4.850% Senior Notes due 2035.
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Dell issues $1.5B in two-tranche senior note offering to refinance 2025 notes
Priced $700M of 4.350% Senior Notes due 2030 and $800M of 4.850% Senior Notes due 2035.
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Michael Dell converts 26.5M Class A shares to Class C, voting power reduced
Michael Dell converted 26,500,000 Class A shares to Class C shares on Sep 16-17, 2024, on a one-for-one basis.
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Dell Q2 FY2025 revenue $25B (+9% YoY); record ISG revenue $11.6B (+38%)
Net income $841M, up 85% YoY; diluted EPS $1.17 (+86%), non-GAAP diluted EPS $1.89 (+9%).
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Dell reports conversion of 5.6M Class B shares to Class C by Silver Lake entities
Between June 18 and July 9, 2024, Silver Lake funds converted 5,645,560 shares of Class B common stock into Class C common stock on a one-for-one basis.
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Michael S. Dell and six other Group I directors elected with over 4.18 billion votes each.
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Silver Lake converts 4.3M Dell Class B shares to Class C in April-June 2024
Silver Lake entities converted 4,288,259 Class B shares to Class C common stock on Apr 4, Jun 3, Jun 4, 2024.
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Dell Q1 revenue $22.2B up 6%, EPS $1.32 GAAP (+67%), ISG server revenue $5.5B record up 42%
Revenue $22.2B (+6% YoY); ISG revenue $9.2B (+22%) with record servers & networking $5.5B (+42%).
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.90 · Median 0.55 · Most common event earnings