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Dell Technologies (DELL) investor relations material
Dell Technologies UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Financial performance and demand trends
Reported $27 billion in revenue, up 11%, and $2.59 EPS, up 17%, with $1.6 billion returned to shareholders.
ISG grew 24%, service and networking up 37%, and operating margins improved by 360 basis points to 12.4%.
Record AI orders at $12.3 billion for the quarter, $30 billion year-to-date, with a growing backlog and increased annual guidance to $111+ billion.
Strengthening demand across commercial PCs, storage, and servers, with notable improvement in North America and international markets.
Recent large deals, such as IREN, will impact future quarters.
Competitive advantages and strategy
Differentiation driven by forward-deployed engineering, rack-scale design, and performance optimization.
Value leadership achieved through integrated hardware, software, services, and rapid deployment, enabling premium pricing.
Focus on customer-driven solutions, supporting a range of accelerators (GPUs, ASICs, TPUs) as customer needs evolve.
Ability to scale and support large deployments with high uptime and quality.
AI and infrastructure outlook
AI pipeline and backlog continue to grow, with deployments across Neocloud, Sovereign, and Enterprise customers.
Exponential growth in token demand and computational needs expected to drive further infrastructure investment.
Engineering challenges in power and cooling are increasing, providing ongoing differentiation opportunities.
Most enterprise AI deployments remain air-cooled, while large-scale Neoclouds require liquid cooling.
Dell's AI margin drivers and competitive edge?
What's the true growth of Dell's core storage IP?
How will AI PCs impact the PC market TAM?
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Next Dell Technologies earnings date
Q4 202626 Feb, 2026
Next Dell Technologies earnings date
Q4 202626 Feb, 2026
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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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