Dell raises FY2026 EPS guidance to $9.40 with $15B+ AI server shipment target, driven by record AI demand

Earnings Call Insights: Dell Technologies (DELL) Q1 2026

Management View

  • Jeff Clarke, Vice Chairman and COO, reported “revenue reached $23.4 billion, up 5%, driven by growth across all of our core markets. ISG and CSG were up 8%. Earnings per share increased by 17% to $1.55, growing 3 times faster than

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