Dell stock could be about to shift into a higher gear.Investors in artificial intelligence (AI) can't seem to get enough of big tech companies in the "Magnificent Seven." Even other stocks in the sector such as Super Micro Computer, Broadcom, and Taiwan Semiconductor have started to emerge as more-mainstream choices in the AI realm.One stock that was once flying high but has since lost altitude during the past several months is computer maker and data-storage company Dell Technologies (DELL -1.54%). The com ...

会议主要讨论的核心内容 公司业绩和行业动态 - 公司第二季度核心业务CSG和ISG收入增长12%,其中ISG收入增长38%,AI服务器和网络收入增长80% [10] - 公司存储业务订单需求保持两位数增长,包括Dell核心存储产品PowerMax、PowerScale、PowerStore等 [11] - 整体IT支出今年预计增长6-7%,公司业务增长优于行业 [10] AI机遇和影响 - AI是一个巨大的机遇,可以大幅提升企业生产力和效率,但目前仍处于早期阶段 [13][15] - 公司在AI服务器、存储、网络等基础设施领域占据领先地位,是AI发展的重要基础设施提供商 [14][17][23][24] - 目前AI业务客户集中在云服务商,但未来企业客户将成为更大的市场 [20][21][22] - AI业务毛利率略低于传统业务,但总体利润贡献较高 [28] 战略和展望 - 公司将继续专注于自主研发和有机增长,不大规模进行并购 [44] - 公司看好PC市场的AI驱动需求,预计将带动下一轮PC更新换代 [39][40][41][42] - 公司在存储和超融合基础设施等领域持续创新,并与合作伙伴保持灵活合作 [37] - 公司将持续向客户提供从边缘到核心的全栈式AI基础设施解决方案 [46] 问答环节重要的提问和回答 客户集中度和企业市场机遇 - 问:AI业务目前客户集中度较高,如何看待未来企业市场的发展机遇 [19] - 答:企业客户正在识别关键业务流程中的AI应用机会,未来将是更大的市场 [20][21][22] AI业务的毛利率和盈利能力 - 问:AI业务的毛利率情况如何,未来会有什么变化 [27] - 答:AI服务器毛利率略低但总体利润贡献较高,公司正在提升存储业务毛利率 [28] AI对传统基础设施需求的影响 - 问:AI投入是否会压缩传统基础设施的需求 [29] - 答:AI预算通常来自CEO层面,不会从IT预算中挤占,两者需求并不冲突 [30] 公司在存储和超融合领域的布局 - 问:VMware剥离后,公司在存储和超融合基础设施的发展情况如何 [34][36] - 答:公司正在加大自主存储产品的研发和推广,同时保持与合作伙伴的灵活合作 [37]

quantic69 Dell (NYSE:DELL) reported better than expected earnings for its second fiscal quarter last week that were driven by strong demand for AI-oriented servers. As a hardware maker, Dell benefits from increased demand for artificial intelligence-capable IT products, which has resulted in high-single digit top line growth in the last quarter. Dell also raised its guidance for FY 2025 amid strong business tailwinds, especially in the Infrastructure Solutions Group. In my opinion, Dell is a tech dinosa ...

The company continues to see AI-fueled growth even as its two other segments are beginning to turn around.One "old tech" stock that has emerged as a genuine artificial intelligence player this year is Dell Technologies (DELL -4.13%).Dell, of course, started as a personal computer giant, after founder Michael Dell began constructing PCs out of his dorm room and selling them directly to consumers. Fast-forward to today, and Dell has become one of the biggest enterprise and personal computer vendors, as well a ...

As the stock market enters September, a weak month due to the sector and profit rotation, known as the “September Effect,” investment opportunities remain plenty, especially with a much anticipated Federal Reserve interest rate cut on September 18. This cut could kickstart an interest rate-cutting cycle and bring elevated gains to the stock market.Considering these factors, Finbold decided to analyze the stock market for ample opportunities, with companies whose stocks are rated as a “strong buy” and which ...

文章核心观点 - 人工智能(AI)市场竞争激烈,科技巨头和公司纷纷投入大量资金[1] - Dell公司作为AI服务器供应商,受益于AI市场需求的快速增长[2][3][4][6] - Dell公司的AI服务器业务表现强劲,收入和订单均大幅增长[4][6][8] - Dell公司的AI服务器业务有望进一步扩大市场份额,前景看好[3][6] 行业分析 - 全球数据中心收入预计未来5年将增长50%,为Dell公司带来巨大机遇[2] - Dell公司是AI领域主要供应商之一,与NVIDIA等公司有深度合作[3] - 竞争对手Super Micro Computer公司面临困境,有利于Dell公司抢占市场[2][3] 公司表现 - Dell公司最新财报显示收入、利润和自由现金流均有大幅增长[4][5][6] - AI服务器业务是Dell公司增长的主要动力,收入和订单大涨[4][6] - Dell公司正积极回购股票,股东回报良好[10][11] - 分析师普遍看好Dell公司的未来表现[12]

Dell Technologies NYSE: DELL has rallied this year as the legacy personal computer firm has been transitioning its business toward the fast-growing AI space.Shares have provided a total return of nearly 50% this year, greatly outperforming the market and the technology sector. The Technology Select Sector SPDR Fund NYSEARCA: XLK has returned just 15% in 2024.Get Dell Technologies alerts:Dell: Changing Where its Bread is ButteredDell breaks its business down into two operating segments: its Infrastructure So ...

Dell Technologies Inc. DELL shares are trading higher after the company reported better-than-expected second-quarter financial results yesterday.Dell reported revenue of $25.03 billion, beating the consensus estimate of $24.14 billion, and adjusted earnings of $1.89 per share, beating analyst estimates of $1.71 per share, according to Benzinga Pro.In the conference call, the company stated that it expects solid top-line growth in the second half of the year.Dell expects adjusted EPS of $1.90 – $2.10 (vs. co ...

文章核心观点 - Dell Technologies 在第二财季表现出色,非GAAP每股收益和收入均超出市场预期 [1] - 公司的AI服务器和商业PC业务表现强劲,推动了整体业绩的增长 [1][2] - 公司股价年初至今上涨49%,大幅超过行业平均水平 [1] - 公司提升了2025财年的收入和利润指引,预计将进一步推动股价上涨 [1] 收入情况 - 产品收入同比增长12%,超出预期 [2] - 服务收入同比增长1%,略低于预期 [2] - 基础设施解决方案部门(ISG)收入同比增长38%,其中服务器和网络收入增长80% [2] - 客户解决方案部门(CSG)收入同比下降4%,其中商业客户收入持平,消费者收入下降22% [3] 盈利情况 - 非GAAP毛利润同比下降1%,毛利率下降230个基点 [4] - 销售及管理费用同比下降6.3%,研发费用同比增长9.1% [4] - 非GAAP营业利润同比增长3%,营业利润率下降50个基点 [4] - ISG部门营业利润同比增长22%,CSG部门营业利润同比下降21% [4] 财务状况 - 截至2024年8月2日,现金及现金等价物为45.5亿美元,较上一季度减少 [6] - 总债务为245亿美元,较上一季度有所下降 [6] - 公司在本季度产生了13亿美元的经营活动现金流,自由现金流为12.8亿美元 [6] - 公司通过股票回购和派息向股东返还了10亿美元 [6] 未来展望 - 2025财年第三季度收入预期为240-250亿美元,同比增长10% [7] - 2025财年全年收入预期为955-985亿美元,同比增长10% [7] - 2025财年每股收益预期为7.80美元,同比增长9% [7] - 公司预计ISG部门将增长约30%,CSG部门将保持平稳或小幅增长 [7]

Dell Technologies Inc. (DELL) reported impressive results for second-quarter fiscal of 2025, wherein both the top and the bottom line surpassed the Zacks Consensus Estimate. This was primarily driven by an 80% increase in server sales powered by artificial intelligence (AI) chips. The company also upwardly revised its full-year fiscal 2025 revenue guidance.Dell Technologies currently carries a Zacks Rank #3 (Hold). This means that the stock price is expected to perform in line with the market in the near fu ...