Dell Technologies Inc (XTER:12DA)

€ 109.32 +0.66 (+0.61%) Market Cap: 73.74 Bil Enterprise Value: 91.65 Bil PE Ratio: 20.56 PB Ratio: 0 GF Score: 57/100

Q3 2025 Dell Technologies Inc Earnings Call Transcript

Nov 26, 2024 / 09:30PM GMT

Release Date Price: €137.36 (-0.13%)

Transcript 10-Q8-K

Key Points

Positve

Dell Technologies Inc (DELL) reported a 10% year-over-year increase in revenue, reaching $24.4 billion, driven by strong ISG revenue growth.
The company achieved a 14% increase in diluted EPS, reaching $2.15, indicating improved profitability.
Dell Technologies Inc (DELL) saw substantial expansion in its AI server pipeline, with orders demand reaching a record $3.6 billion, up 11% sequentially.
The company launched several innovative products, including the 21-inch Orv3 Integrated Rack 7000 and the XE9712 server rack with direct liquid cooling, showcasing its engineering leadership.
Dell Technologies Inc (DELL) maintained strong cash flow from operations at $1.6 billion, reflecting effective financial management.

Negative

The consumer segment faced challenges, with consumer revenue down 18% to $2 billion, indicating weak demand and profitability.
The PC refresh cycle is delayed, pushing expected demand into future quarters, impacting short-term revenue expectations.
The storage demand environment continues to lag behind traditional servers, with only a 4% increase in storage revenue.
Dell Technologies Inc (DELL) experienced a more competitive pricing environment in the consumer space, affecting CSG operating income margins.
The unpredictability of AI shipments, particularly with the transition to Blackwell, poses challenges for revenue forecasting.

Operator

Ladies and gentlemen, good afternoon, and welcome to the fiscal year 2025 third-quarter financial results conference call for Dell Technologies Inc. I'd like to inform all participants, this call is being recorded at the request of Dell Technologies. This broadcast is a copyrighted property of Dell Technologies Inc. Any rebroadcast of this information in whole or part without the prior written permission of Dell Technologies is prohibited.

(Operator Instructions) I'd like to turn the call over to Paul Frantz, Head of Investor Relations. Mr. Frantz, you may begin.

Paul Frantz

Dell Technologies Inc - Vice President of Investor Relations

Thanks, everyone, and thanks for joining us. With me today are Jeff Clarke, Yvonne McGill, and Tyler Johnson. Our earnings materials are available on our IR website, and I encourage you to review these materials. Also, please take some time to view the presentation which includes additional content to complement our discussion this afternoon. Guidance will be covered on today's call.

During this call, unless

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