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Dell Technologies (DELL) investor relations material
Dell Technologies Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary7 Oct, 2025
Financial Guidance and Long-Term Targets
Long-term revenue growth target raised to 7%-9% and EPS growth to 15%+, with a goal to double EPS over five years and extend 10%+ annual dividend growth through FY2030.
Over 80% of adjusted free cash flow will be returned to shareholders via share repurchases and dividends, with $14.5 billion returned since FY23.
Net income to adjusted free cash flow conversion target remains at 100% or better.
FY26 non-GAAP guidance includes operating income of $9.2–$9.6B and diluted EPS of $9.30–$9.80.
Capital allocation focuses on share buybacks, dividend growth, disciplined M&A, and maintaining investment grade ratings.
AI-Driven Transformation and Market Opportunity
AI is a major growth driver, with 85% of enterprises planning on-prem GenAI deployment in 24 months and over 3,000 enterprise AI Factory deployments.
AI Capex accounts for 45% of US GDP growth, with a projected $15T global GDP contribution and data production expected to triple by 2029.
AI business has grown to $20 billion in two years, with Dell's engineering, rapid deployment, and partnerships with NVIDIA and AMD as key differentiators.
Investments in disaggregated storage, advanced cooling, and power management support high-density AI clusters.
AI is integrated into operations to boost productivity, reduce OpEx, and accelerate product development.
Client and Storage Business Strategy
Leadership in commercial PCs, workstations, and displays, with a focus on premium and emerging segments, and renewed push into consumer and education markets.
Strategy targets regaining commercial share, improving consumer profitability, and expanding peripherals, aiming at a $50B TAM with accretive margins.
Storage growth is expected to outpace the market, with a shift toward higher-margin Dell IP products and focus on private cloud, AI storage, and data protection.
Project Lightning and Dell Data Lakehouse are positioned to support AI workloads and enterprise data orchestration.
CSG maintains strong commercial market share, focusing on premium segments and growth in AI PCs and peripherals.
AI segments driving $20B revenue?
AI market trends supporting new revenue targets?
Factors underpinning extended dividend commitment?
How will Dell achieve 10-14% ISG operating margin?
Detail CSG strategy to regain 75% market share
Describe future data center architecture for AI
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Next Dell Technologies earnings date
Q3 202625 Nov, 2025
Next Dell Technologies earnings date
Q3 202625 Nov, 2025
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Frequently asked questions
A PC powerhouse
Dell Technologies is a global technology company that provides a broad range of hardware, software, and IT solutions. Their offerings include a wide array of different technological solutions, even if they’re primarily known for their PC’s. With a focus on innovation and technological advancements, Dell provides modern solutions to meet the needs of its customers regardless of whether it’s individuals, businesses, or organizations.
The work of Michael Dell
Dell Technologies was founded by Michael Dell in 1984 as "PC's Limited" with a vision to provide individuals with customized, affordable computers. Michael Dell started the company from his dorm room at the University of Texas and came to revolutionize the PC industry by adopting a direct-to-consumer business model. By selling computers directly to customers and bypassing traditional retail channels, Dell was able to offer competitive pricing and build strong customer relationships. Over the years, Dell expanded its product offerings, entered new markets, and has become a company with two feet firmly planted in the global technology industry.
Dells business today
Dell offers a comprehensive range of hardware, software, and IT solutions. Their product lineup includes desktops, laptops, servers, storage systems, and networking equipment, catering to the needs of both businesses and individuals. Additionally, Dell provides professional services such as consulting, deployment, and support to ensure seamless integration and optimal performance of their products and services. Naturally, Dell is not the only player in their industry, and when it comes to competitors we find names like Microsoft, Apple, and HP.
A varied customer base
Dell’s client base includes small and medium-sized businesses, large enterprises, educational institutions, government organizations, and healthcare providers. Whether it's providing reliable IT infrastructure for businesses, empowering educators with innovative tools, or supporting critical operations in healthcare, Dell works closely with its customers to deliver a product and/or service that’s tailored to their requirements. Dell Technologies also caters to private individuals, providing a range of products and services directly to private consumers, primarily focusing on computers for home use.
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