Dell stock crashed 20% after reporting. Is there a demand problem? In this video, I will cover Dell Technologies' (DELL -5.40%) latest earnings report and explain why the stock dropped 20% and how this might affect Nvidia. *Stock prices used were from the trading day of May 31, 2024. The video was published on May 31, 2024. ...

Corporate earnings continue to move stocks more than any other factor, barring unexpected shock events. And while a lot of stocks rise significantly after a company's quarterly results are made public, many stocks dive, opening up buying opportunities for investors who are on the hunt for bargains, particularly among blue-chip names. Often times, the immediate reaction to earnings is an overreaction and that can be when great buy-the-dip opportunities emerge. Sometimes, stocks fall despite a company beating ...

报告公司投资评级 - 维持"增持"评级 [6] 报告的核心观点 公司业绩表现亮眼 - 2025财年Q1营收及Non-GAAP摊薄每股收益均略高于预期 [2] - ISG营收同比增长22%,主要得益于AI优化服务器订单及出货量高速增长 [2] - CSG营收同比基本持平,主因商用PC需求企稳 [2] - 综合毛利率同比下降2.4个百分点,主因定价环境竞争加剧及AI优化服务器营收占比提升 [2] - 净利率同比提升1.5个百分点,毛利率下滑被所得税费用下降及运营费用率下滑所抵消 [2] 商用PC需求企稳向好 - 全球个人电脑市场在2024年Q1实现回暖,出货量同比增长1.5% [3] - 公司预计商用PC市场需求将持续改善,CSG业务有望在2025财年实现低个位数增长 [3] AI优化服务器订单高增 - 2025财年Q1,公司AI优化服务器订单金额增长至26亿美元,销售额环比增长100% [4] - 截至2025财年Q1末,公司AI优化服务器积压订单总额达38亿美元 [4] - 传统服务器需求依然强劲,营收连续两个季度实现同比增长 [5] - 公司预计2025财年Q2,ISG营收有望增长25%左右,全年增速预期上修至20%以上 [5] 上调盈利预测 - 考虑到公司AI优化服务器订单情况好于预期,我们上调了2025-2027财年盈利预测 [6] - 预计公司2025-2027财年归母净利润分别为54.34亿美元、61.20亿美元、70.84亿美元,EPS分别为7.65美元、8.61美元、9.97美元,对应PE分别为22X、20X、17X [6] 风险提示 - 未提及 [7]

Sundry Photography eq425 Net revenue Commercial 10,137 Consumer 12,657 9,102 8,594 8,935 2,388 2,442 2,152 1,813 2,197 2,410 2,174 12,310 Total CSG net revenue 58,213 48,916 49,615 52,420 12,942 12,276 11,715 11,967 12,883 12,454 Operating Income: CSG operating income 3,824 3,512 805 726 900 996 739 3,369 3,800 909 732 Dell Technologies (NYSE:DELL) reported a relatively mixed Q1' 25 with significant strength in AI server revenue, servers shipped, and strength in their growing backlog. Despite this elevated ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Dell reported disappointing quarterly earnings figures that sent the stock price crashing down. Fool.com contributor Parkev Tatevosian reviews Dell's (DELL -5.37%) most recent results and lets you know if it is a buying opportunity. *Stock prices used were the afternoon prices of May 30, 2024. The video was published on June 1, 2024. ...

Dell Technologies (DELL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this computer and technology services provider have returned +11.6%, compared to the Zacks S&P 500 composite's +5.1% change. During this period, the Zacks Computers - IT Services industry, which Dell Technologies falls in, has lost 0.1%. The key question now is: ...

财务数据和关键指标变化 - 公司Q1总收入为222亿美元,同比增长6% [8] - 公司Q1营业利润为15亿美元,同比下降8% [23] - 公司Q1净利润为9.23亿美元,同比下降4% [24] - 公司Q1每股摊薄非GAAP收益为1.27美元,同比下降3% [24] - 公司Q1经营活动现金流为10亿美元 [28] 各条业务线数据和关键指标变化 - 基础设施解决方案(ISG)业务收入为92亿美元,同比增长22% [25] - 其中服务器和网络收入为55亿美元,同比增长42% [25] - 存储收入为38亿美元,与去年持平 [25] - ISG业务营业利润率为8%,同比下降1% [25] - 客户解决方案(CSG)业务收入为120亿美元,与去年持平 [26] - 其中商用PC收入为102亿美元,同比增长3% [26] - 消费类PC收入为18亿美元,同比下降15% [26] - CSG业务营业利润率为6.1%,同比下降 [26] 各个市场数据和关键指标变化 - 公司在大型企业客户中的AI服务器销售增长强劲,客户数量和收入占比均有所提升 [43][89] - 公司在中小企业和中型企业客户群体中的PC需求恢复仍有待进一步改善 [111][112] 公司战略和发展方向及行业竞争 - 公司将继续专注于商用PC、高端消费类PC和游戏PC,保持在各个经济周期中的竞争优势 [11][12] - 公司在AI服务器和存储产品方面的创新和技术领先地位有助于提升在企业客户中的竞争力 [13][16][17][18][19] - 公司正在构建开放、模块化的AI解决方案生态系统,与合作伙伴共同推动AI技术在企业中的广泛应用 [13][16] - 公司将AI技术应用于内部业务流程,提升客户和员工体验 [21] 管理层对经营环境和未来前景的评论 - 公司对2025财年的整体业务前景保持乐观,预计总收入将增长8%左右 [33] - 公司预计ISG业务将增长20%以上,CSG业务将实现低个位数增长 [33] - 公司认为AI服务器业务将持续推动公司收入增长,传统业务也将逐步企稳并改善 [31][32] - 公司将继续保持谨慎的成本管控,预计全年营业费用将同比下降低个位数 [34] 其他重要信息 - 公司在Q1完成了10.3亿美元的股票回购和派息,自2022财年初以来已累计返还股东80亿美元 [29][30] - 公司Q1末现金及投资余额为73亿美元,较上一季度下降17亿美元 [29] - 公司Q1末应收账款周转天数为负47天,与上一季度持平 [28] 问答环节重要的提问和回答 问题1 **Krish Sankar 提问** 公司AI服务器的订单和交付情况如何,未来的发展前景如何? [42][43][44] **Jeff Clarke 回答** 公司AI服务器的订单和交付情况良好,未来发展前景看好。公司AI服务器的订单和交付均呈现强劲增长,积压订单规模也在不断扩大。公司将继续加大在AI服务器领域的投入和创新,满足客户日益增长的需求。[43][44] 问题2 **Toni Sacconaghi 提问** 公司ISG业务中AI服务器的毛利率情况如何,是否存在对整体ISG利润率的拖累? [48][49] **Yvonne McGill 回答** 公司ISG业务中AI服务器的毛利率确实存在一定程度的拖累,主要是由于AI服务器业务毛利率相对较低。但从整体来看,AI服务器业务对ISG的利润贡献是正向的。公司预计随着AI业务规模的进一步扩大,ISG的整体利润率将会在全年内逐步改善。[49][50] 问题3 **Ben Reitzes 提问** 公司之前提到AI服务器带动的配套业务(存储、网络等)将为公司带来更高的利润率,这一点是否仍然成立? [52][53][54][55] **Jeff Clarke 和 Yvonne McGill 回答** 公司对AI服务器带动的配套业务机会仍然保持乐观。这些配套业务包括存储、网络、部署服务等,都将为公司带来较高的利润率。虽然Q1季度公司存储业务的表现未达预期,但随着AI业务规模的扩大,这些配套业务的贡献将逐步体现在公司的财务数据中。公司将继续努力提升这些业务的盈利能力。[54][55][60]

For the quarter ended April 2024, Dell Technologies (DELL) reported revenue of $22.24 billion, up 6.3% over the same period last year. EPS came in at $1.27, compared to $1.31 in the year-ago quarter. The reported revenue represents a surprise of +2.50% over the Zacks Consensus Estimate of $21.7 billion. With the consensus EPS estimate being $1.25, the EPS surprise was +1.60%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stre ...

After Dell Technologies (DELL) reported fiscal first-quarter revenue and earnings that beat analysts' estimates, executives joined the company's earnings call to discuss Dell's guidance, margins, artificial intelligence (AI) server backlog, and AI opportunities. Full-Year Outlook Raised, Q2 Guidance Tops Analysts' Estimates On the call, Dell provided guidance for the second quarter, the full 2025 fiscal year, and the infrastructure solution group (ISG) segment. CFO Yvonne McGill said Dell expects second-qua ...