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Dell Technologies
Dell Technologies (DELL) investor relations material
Dell Technologies Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary4 Mar, 2026
Strategic outlook and financial guidance
Forecasts over 20% revenue growth and 25% EPS growth for fiscal 2027, driven by strong AI server momentum and robust core PC, server, and storage businesses.
Maintains a $43 billion AI backlog, with record Q4 revenue and EPS, and prudent near-term core business guidance.
Four key levers for EPS growth: revenue, margin rate (especially from IP storage), OpEx management, and consistent capital return to shareholders.
Plans to continue aggressive share repurchases and maintain a strong cash return posture.
AI server business and differentiation
AI server orders reached $34 billion in the quarter, with a $43 billion backlog and a growing pipeline; business expected to double, targeting $50 billion.
Enterprise AI customer base grew from 3,300 to over 4,000 in 90 days, with the fastest growth in the enterprise segment.
Differentiation comes from engineering standards, reliability, and integration into customer data center design and deployment.
Most AI server deployments include attached services and storage, with Project Lightning set for production in the first half of the year.
Accelerated market demand and execution have pulled forward growth targets by three years, building a strong reputation for large-scale deployments.
Core business performance and market dynamics
Traditional server market remains robust, with high single-digit growth guided and strong demand despite price increases.
PC business guided to low single-digit revenue growth, with a slow Windows 11 refresh and ongoing price elasticity management.
CSG business expanded TAM with new products in commercial, education, and consumer segments, leveraging systematic pricing tools for rapid market response.
Storage business at an inflection point, with Dell IP storage portfolio driving multi-quarter growth and margin expansion.
Project Lightning enhances storage offerings for AI workloads, supporting broader enterprise solutions.
Maintain AI server differentiation and share?
How effective is the new memory pricing strategy?
Dell's OpEx scale: How does AI drive it?
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Next Dell Technologies earnings date
Q1 202728 May, 2026
Dell Technologies
Next Dell Technologies earnings date
Q1 202728 May, 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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