Demand continues to accelerate with record results across all areas of our business:
Revenue: $43.8B ⬆️88% YoY
ISG Revenue: $29.0B ⬆️181% YoY
AI Servers Revenue: $16.1B ⬆️757% YoY
Traditional Servers & Networking: $8.5B ⬆️92% YoY
Storage Revenue: $4.3B ⬆️8% YoY
ISG Op Inc: $3.1B ⬆️206% YoY
AI Orders: $24.4B
AI Backlog: $51.3B
CSG Revenue: $14.6B ⬆️17% YoY
CSG Op Inc: $1.2B ⬆️79% YoY
Diluted EPS: $5.24 ⬆️282% YoY
Non-GAAP Diluted EPS: $4.86 ⬆️214% YoY
Q1 Cash Flow from Ops: $4.1B
During the quarter, we returned $2.1 billion to shareholders through share repurchases and dividends.
For FY'27, we now expect total company revenues to grow to $167B and EPS to grow by 74%.
Last week at Dell Technologies World, we explained more about the massive AI buildout: https://t.co/fhkf2vVDjE
Grateful to our customers, partners, and the @Dell team who make this all happen. Onward! 🙏🚀
#PlayNiceButWin
This is where it started.
42 years ago: a dorm room at @UTAustin, $1,000, and a belief that technology should be personal, powerful, and accessible.
FY26: $113.5B in revenue — an all-time record.
The world has changed. The mission hasn’t.
AI is the biggest platform shift of our lifetime, and @DellTech is built for this moment.
To our customers, partners, and the Dell team: thank you! 🙏
We'll keep building what’s next. Onward 🚀 #PlayNiceButWin
Historic day for @UTAustin—and for human progress. Excited to see how Michael and Susan’s generous investment will accelerate research, expand opportunity, and put AI to work for good. @TACC
Excited to announce that registration for #DellTechWorld 2026 is now open! 🎉 Join us May 18–21 in Las Vegas as we bring together innovators and visionaries to explore the future. Don’t miss your chance to be part of the conversation 👉 https://t.co/ThT98AmjLv #iwork4dell
What's next for AI in 2026? It's time to move from experimentation to production. Dell's CAIO predictions: Coherent AI governance, rise of the knowledge layer, agentic systems as partners, Quantum + AI disruption
https://t.co/xNHT62EkM6
#AI#TechTrends#Leadership#iwork4dell
Looking for the perfect holiday gifts? 🎁 Check out the Dell Internal Ambassadors’ approved picks for this season! Discover tech favorites that make gifting easy and exciting. #IWork4Dell
https://t.co/iBHNZc93ES #iwork4dell
Another record quarter. Grateful to our @DellTech team, customers and partners who made it happen.🙌
Record Q3 revenue $27B ⬆️11% Y/Y
Record Q3 EPS $2.59 ⬆️17%
Record Q3 ISG revenue $14.1B ⬆️24% Y/Y
Record Q3 ISG OpInc $1.7B ⬆️16% Y/Y
Record Q3 Servers & Networking revenue $10.1B ⬆️37% Y/Y
$30B in AI orders year to date
Expect $9.4B in AI server revenue in Q4 ⬆️150%
Shareholder capital return of $1.6B
https://t.co/9L7SUEk4z0
Onward 🚀
Raising our long-term targets:
• 7–9% revenue growth
• 15%+ earnings per share growth
• 100%+ net income to adjusted free cash flow conversion
• 80%+ of adjusted free cash flow returned
• Dividend growth extended through fiscal year 2030
Built for the AI era.
https://t.co/Wd4lmnTmPP
Operar en el #Edge no tiene por qué ser caótico 😖.
Dell NativeEdge automatiza la gestión y la escalabilidad sin perder control ni seguridad 🌐🙌. #iwork4dell
Thank you to the @DellTech team, customers, and partners for another successful quarter! 🙏
Record Revenue $29.8B ⬆️+19% y/y
Record Infrastructure Revenue $16.8B ⬆️+44% y/y
Record Server/Networking Revenue $12.9B ⬆️+69% y/y
Record Q2 EPS $2.32 ⬆️+19% y/y
Cash Flow from operations $2.5B
Revenue since I started $1.77T
Keep building 🚀