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🔹 Revenue: $33.4B (Est. $31.41B) 🟢; UP 39% YoY
🔹 Adj. EPS: $3.89 (Est. $3.52) 🟢; UP 45% YoY
🔹 ISG revenue: $19.6B; UP 73% YoY
🔹 AI-optimized servers revenue: $9.0B; UP 342% YoY
FY27 Guide:
🔹 Rev: $138B-$142B (Est. $124.9B) 🟢; + 23% YoY
🔹 Adj. EPS: $12.90 (Est. $11.49) 🟢; + 25% YoY
🔹 AI-optimized servers revenue: ~$50B; UP 103% YoY
Q1 Guide:
🔹 Rev: $34.7B-$35.7B (Est. $29B) 🟢; UP 51% YoY
🔹 Adj. EPS: $2.90 (Est. $2.39) 🟢; UP 87% YoY
Segment Performance:
🔹 Traditional servers & networking revenue: $5.9B; UP 27% YoY
🔹 Storage revenue: $4.8B; UP 2% YoY
🔹 CSG revenue: $13.5B; UP 14% YoY
🔹 Backlog: $43B
Capital Return:
🔹 Dividend: +20%
🔹 Share repurchase authorization: +$10B
🔹 Returned to shareholders: $2.2B (Q4) / $7.5B (FY)
Переходи в чат t.me/USstocksnews_chat
🔸 «Мы заключили контракты на серверы для ИИ, на сумму более $64 миллиардов, отгрузили продукции на $25 миллиардов в течение года и вступаем в 2027 финансовый год с рекордным портфелем заказов в $43 миллиарда…»
#dell
