$DELLDell Technologies Inc. · AI servers & hardware

Dell Technologies (DELL) Next Earnings Date & AI Catalysts

PCs and servers, with a fast-growing AI server line.

NEXT EARNINGS
Tue, Nov 24, 2026
expected (not yet confirmed) · source

Profile

AI exposure score
⚡⚡⚡⚡⚡ 3/5 rubric
Shares outstanding
Not shown (multiple share classes or no recent cover-page figure)
Industry (SEC SIC)
Electronic Computers

AI angle

Dell sells AI-optimized servers to neoclouds, sovereigns and enterprises alongside PCs and storage. Its 10-K notes AI demand patterns can hurt operating performance even as they lift revenue.

Key metrics

Revenue (latest quarter) $46.97B
10-Q period ended 2026-07-31; +58% y/y · SEC filing
Gross margin 20.9%
Gross profit / revenue, same quarter · SEC filing
Operating income $5.38B
Same quarter; 11% operating margin · SEC filing

Key risks (from filings)

  • “The nature of the demand for AI solutions may have adverse effects on our operating performance.” — 10-K risk factor (filed 2026-03-16) · source
  • “Competitive pressures may adversely affect our industry unit share position, revenue, and profitability.” — 10-K risk factor (filed 2026-03-16) · source

Upcoming catalysts for $DELL

Tue, Nov 24, 2026
Nov
24
earnings$DELL expected date
Dell Technologies Inc. quarterly earnings
AI server orders and backlog. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com

Recent catalysts

No recent catalysts tracked.

Upcoming earnings

Recap of $DELL's next earnings date — same expected / confirmed labeling as above.

Nov 24, 2026
$DELL expected
Dell Technologies Inc. quarterly earnings
source