🚀 DELL Earnings Breakdown: AI Backlog Builds, But Can It Deliver?
📊 Q1 Snapshot:
EPS: $1.55 vs. $1.69 expected ❌
Revenue: $23.38B vs. $23.14B expected ✅
Full-Year EPS Outlook Raised to $9.40 ✅
🧠 AI Demand is the Real Story:
$14.4B in AI systems backlog—more than most chip startups will ever see
Dell’s server & infrastructure biz popped +12% thanks to that AI boom
Confirmed $12.1B in Q1 AI orders and targeting $15B in AI server sales for FY26 🔥
💼 PC Division Update:
Commercial PCs up (+8.8%) but consumer still dragging (-19.3%)
💵 Capital Return Moves:
$2.4B spent on buybacks & dividends last quarter alone 💸
🧠 Bottom line: Dell’s not just a sleepy PC giant anymore—it’s quietly becoming an AI hardware heavyweight.
📢 Poll: Will $DELL ride this AI wave to all-time highs—or are investors chasing hype?
Share this post