Highest-materiality recent filing
Dell amends bylaws to impose stricter shareholder proposal requirements under Texas law
Effective July 2, 2026, Board approved amendments electing Section 21.373 of Texas Business Organizations Code.
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)
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%).
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.
Revenue $27.0B (+11% YoY), GAAP EPS $2.28 (+39%), non-GAAP EPS $2.59 (+17%).
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%.
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.
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.
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%).
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%).
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%).
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%).
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.
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%).
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%).
Dell reports FY2024 revenue down 14%, but GAAP EPS up 35%; raises dividend 20%
Q4 revenue $22.3B, -11% YoY; full-year revenue $88.4B, -14% YoY.
Dell terminates Commercial Framework Agreement with Broadcom after VMware acquisition
Dell delivered termination notice to Broadcom on Jan 25, 2024, effective 60 days after notice.
Dell Q3 FY2024 revenue $22.3B (-10% YoY); non-GAAP EPS $1.88 (-18%)
Revenue $22.3B, down 10% YoY; GAAP operating income $1.5B (down 16%), non-GAAP $2.0B (down 17%).
Dell Technologies boosts stock repurchase authorization by $5 billion to $5.7 billion total
Board approved additional $5B share repurchase of Class C common stock effective Oct 5, 2023.
Simon Patterson, a director of Dell Technologies Inc. (the “Company”), notified the Company’s Board of Directors (the “Board”) of his intention to resign from the Board effective September 26, 2023.
the Board appointed Mr. Steven M. Mollenkopf to the Board effective September 27, 2023.
On March 2, 2023, Dell Technologies Inc. (the “Company”) filed a Current Report on Form 8-K that reported that Yvonne McGill, who currently serves as the Company’s Corporate Controller, was appointed as the Company’s Chief Financial Officer, effective as of August 5, 2023 (the “Start Date”).
On July 27, 2023, Dell Technologies Inc. (the “Company”) and Anthony Charles Whitten, the Company’s Co-Chief Operating Officer, agreed that Mr. Whitten will resign from his position as Co-Chief Operating Officer effective as of August 18, 2023.
On February 26, 2023, Thomas W. Sweet, Chief Financial Officer of the Company, notified the Company of his decision to retire from his position as Chief Financial Officer, in which position he served as the Company’s principal financial officer, effective as of August 4, 2023.
On March 2, 2023, the Board of Directors appointed Yvonne McGill, who currently serves as the Company’s Corporate Controller, as the Company’s Chief Financial Officer, to succeed Mr. Sweet in that position and as the Company’s principal financial officer, effective as of August 5, 2023.
On September 30, 2021, upon the recommendation of the Nominating and Governance Committee of the Board of Directors (the “Board”) of Dell Technologies Inc. (the “Company”), the Board approved an increase in the size of the Board from seven directors to eight directors and appointed David Grain to fill the newly created directorship, effective on the same date.
Max materiality 0.90 · Median 0.55 · Most common event other_material