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🔹 Revenue: $23.38B (Est. $23.14B) 🟢; +5% YoY
🔹 Adj. EPS: $1.55 (Est. $1.69) 🔴; +17% YoY
🔸 AI Server Demand: $12.1B in AI orders this quarter alone; $14.4B AI backlog
Q2 Guidance:
🔹 Revenue: $28.5B–$29.5B (Est. $25.35B) 🟢
🔹 Adj. EPS: ~$2.25 (Est. $2.09) 🟢
🔹 GAAP EPS: ~$1.85
FY Guidance:
🔹 Revenue: $101B–$105B (Est. $103B midpoint) 🟡
🔹 Adj. EPS: ~$9.40 (Est. $9.20) 🟢
🔹 GAAP EPS: ~$7.99
Q1 Segment Highlights:
🔸 ISG Revenue: $10.3B; +12% YoY
🔹 Servers & Networking: $6.3B; +16% YoY
🔹 Storage: $4.0B; +6% YoY
🔸 ISG Operating Income: $998M; +36% YoY
🔸 CSG Revenue: $12.5B; +5% YoY
🔹 Commercial: $11.0B; +9% YoY
🔹 Consumer: $1.5B; −19% YoY
🔸 CSG Operating Income: $653M; −16% YoY
Other Key Q1 Metrics:
🔹 Record Cash Flow from Ops: $2.80B; +168% YoY
🔹 Adj. Free Cash Flow: $2.23B; +258% YoY
🔹 Capital Return: $2.4B to shareholders (buybacks + dividends)
🔸 Server/Networking Revenue: Record quarter
#dell
Для обсуждения переходи в чат t.me/USstocksnews_chat
