DELL TECHNOLOGIES WKN: A2N6WP ISIN: US24703L2025 Kürzel: DELL Forum: Aktien Thema: Hauptdiskussion

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By Eric J. Savitz Dell Technologies posted better-than-expected results for its April quarter, boosted by both strong demand for AI-powered servers and improvement in the commercial personal-computers business. For the quarter, Dell reported revenue of $22.2 billion, up 6%. That is ahead of both the range of $21 billion to $22 billion the company had forecast, and the consensus for $21.7 billion among analysts tracked by FactSet. Adjusted profits were $1.27 a share, in line with the Street consensus, but ahead of the company's forecast of $1.15 a share. On a GAAP basis, Dell earned $1.32 a share, up 67% from a year ago. Dell's Infrastructure Solutions Group -- servers, storage, and other enterprise hardware products -- had revenue of $9.2 billion, up 22% from a year ago, and ahead of the Street consensus at $9 billion. That includes 42% growth in servers and networking revenue. Shipments of AI-optimized servers were up more than 100% sequentially to $1.7 billion, Dell said. Its backlog of orders for AI servers jumped 30% to $3.8 billion from $2.9 billion at the end of the January quarter. "No company is better positioned than Dell to bring AI to the enterprise, " Vice Chairman and COO Jeff Clarke said in a statement. Revenue from Dell's Client Solutions Group, mostly PCs, was $12 billion, flat with a year ago, but ahead of the Street consensus for $11.7 billion. While consumer PC revenue was down 15%, commercial PC revenue ticked up 3%, as some customers began replacing aging hardware. Before the results were disclosed, consensus forecasts for the July quarter called for sales of $23.3 billion, up 1.8%, with profits of $1.88 a share. For the January 2025 fiscal year, Dell previously projected revenue of $93 billion, up 5%. Management said it expected midteens growth in the infrastructure-solutions group, and growth in the low single digits for client solutions. Dell repurchased $722 million of stock in the quarter. Ahead of the results, Dell shares were up 124% so far this year.

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