Are you missing out on the AI boom? These two undervalued industry giants look primed to take off.Many stocks in the artificial intelligence (AI) space are skyrocketing nowadays. 7 of the 10 highest-performing tech stocks over the last 5 years have direct ties to the AI boom, either by making specialized AI hardware or by providing the equipment used in making those AI chips and systems. The S&P 500 (^GSPC -0.00%) market index nearly doubled over the last five years while the slowest-growing AI stock under ...

ThinglassI initiated a ‘Buy’ rating for Dell (NYSE:DELL) in May 2024, highlighting the growth potential of AI-optimized server and networking portfolio. Dell released its Q2 result on August 29th after the bell, reporting a 79.5% year-over-year growth in Servers and Networking business. The 23% growth in AI optimized server order underscores Dell’s growth potential in the AI era. I am upgrading to ‘Strong Buy’ with a one-year target price of $190 per share. Rise of AI Server Business My biggest confiden ...

财务数据和关键指标变化 - 总收入为250亿美元,同比增长9% [5] - 稀释每股收益为1.89美元,同比增长9% [5] - 经营活动产生的现金流为13亿美元 [15] 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116亿美元,同比增长38% [12] - 服务器和网络业务收入为77亿美元,同比增长80% [12] - 存储业务收入为40亿美元,同比下降5% [12][46] - 客户解决方案(CSG)业务收入为124亿美元,同比下降4% [14] - 商用PC收入为106亿美元,持平 [14] - 消费类PC收入为19亿美元,同比下降22% [14] 各个市场数据和关键指标变化 - 人工智能服务器订单和发货量持续增加 [5][6] - 企业客户采购人工智能解决方案的数量持续增加 [6] - 新兴的主权人工智能市场是一个重要机会 [6] 公司战略和发展方向及行业竞争 - 公司正在利用自身优势扩展领导地位,抓住人工智能等新机遇 [7][8] - 公司在人工智能硬件和服务的总地址市场规模为1,740亿美元,未来几年复合年增长率为22% [8] - 公司正在与行业内所有主要人工智能交易进行竞争,并赢得了大规模部署 [8] - 公司正在优化销售覆盖,更好地捕捉人工智能机会 [6] - 公司正在加强工程能力,包括数据中心网络和设计,以支持人工智能业务 [6] - 公司看好即将到来的IT硬件更新周期和在人工智能领域的定位 [9] 管理层对经营环境和未来前景的评论 - 公司对下半年的增长持乐观态度,人工智能和即将到来的IT硬件更新周期将成为有利因素 [17][19] - 公司预计2025财年总收入将在955亿美元至985亿美元之间,同比增长约10% [17] - 公司预计ISG业务收入将增长约30%,CSG业务收入将持平至低个位数增长 [17] - 公司预计毛利率将下降约180个基点,主要受到通胀成本上升、竞争环境加剧和人工智能服务器占比上升的影响 [18] - 公司将继续推动效率提升,预计全年营业费用将下降低个位数 [18] 其他重要信息 - 公司投资者关系主管Rob Williams将于本次财报后退休,由Paul Frantz接任 [21] 问答环节重要的提问和回答 问题1 **Amit Daryanani 提问** 询问ISG业务利润率大幅提升的原因 [25] **Yvonne McGill 和 Jeff Clarke 回答** - 收入规模效应带来的成本优势 [26][27][28] - 存储业务和传统服务器业务利润率提升 [27][28] - 人工智能服务器业务利润率提升,得益于工程附加值和技术附加值的提升 [28][29] 问题2 **Ben Reitzes 提问** 询问第三季度和全年业绩指引的背景 [31][32] **Yvonne McGill 和 Jeff Clarke 回答** - 第三季度ISG业务收入有望增长约30%,CSG业务持平至低个位数增长 [34][35] - 全年ISG业务有望增长约30%,CSG业务持平至低个位数增长 [17] - 毛利率有望在第三季度略有改善,全年下降约180个基点 [34][35][18] - 公司将继续推动效率提升,预计全年营业费用将下降低个位数 [34][35][18] 问题3 **Erik Woodring 提问** 询问人工智能服务器业务客户群的变化情况 [39] **Jeff Clarke 回答** - 企业客户数量和占比持续增加,体现在订单和管线中 [40][41] - 大型云服务提供商仍是重要客户,但企业客户占比不断提升 [40][41]

文章核心观点 - 戴尔科技公司2024年7月季度财报表现良好,收入同比增长9.1%,每股收益同比增长8.62% [1] - 公司各业务板块表现情况各不相同,客户解决方案业务收入下降,基础设施解决方案业务收入大幅增长 [3][4][5] 客户解决方案业务 - 客户解决方案业务收入为124.1亿美元,同比下降4.1% [6] - 其中商业客户收入为39.7亿美元,同比下降5.1% [5] - 消费者业务收入为18.6亿美元,同比下降22.2% [4] 基础设施解决方案业务 - 基础设施解决方案业务收入为116.5亿美元,同比增长37.6% [3] - 其中存储业务收入为36.97亿美元 [4] - 服务器及网络业务收入为75.6亿美元,同比持平 [5] - 基础设施解决方案业务营业利润为12.8亿美元 [8] 其他业务 - 其他业务收入为9.66亿美元,同比下降36.8% [3]

Dell Technologies (DELL) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $1.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.62%. A quarter ago, it was expected that this computer and technology services provider would post earnings of $1.25 per share when it actually produced earnings of $1.27, delivering a surprise of 1.60%.Over th ...

Key TakeawaysDell's second-quarter results beat expectations on the top and bottom lines. Server and networking revenue rose 80% to a record $7.7 billion.AI-optimized server demand rose 23% sequentially. Dell Technologies (DELL) shares jumped after the bell Thursday following second-quarter revenue that cleared analysts’ expectations on the strength of artificial intelligence (AI) sales. Revenue rose 9% year-over-year to $25 billion, above the analyst consensus from Visible Alpha. Server and networking rev ...

收入情况 - 第二季度收入为250亿美元，同比增长9%[1][2] - 公司三个月和六个月总收入分别同比增长9%和8%[18] - 产品收入三个月和六个月同比分别增长12%和10%[18] - 服务收入三个月和六个月同比分别增长1%和3%[18] - 公司第二季度总收入为250.26亿美元，同比增长9%[35] 业务部门表现 - 基础设施解决方案集团(ISG)创下第二季度收入纪录116.6亿美元，同比增长38%[5][6] - 服务器和网络收入创下纪录77.2亿美元，同比增长80%[5][6] - 客户解决方案集团(CSG)收入124.4亿美元，同比下降4%[7] - 商业客户收入106.6亿美元，持平[7] - 基础设施解决方案部门收入为116.46亿美元，同比增长38%[27] - 客户解决方案部门收入为124.14亿美元，同比下降4%[27] 盈利指标 - 稀释每股收益1.17美元，同比增长86%[4] - 非GAAP稀释每股收益1.89美元，同比增长9%[4] - 非GAAP毛利率为21.8%，同比下降2.3个百分点[35] - 非GAAP营业费用为34.30亿美元，同比下降4%[35] - 非GAAP营业利润为20.34亿美元，同比增长3%[35] - 非GAAP净利润为13.71亿美元，同比增长7%[35] - 非GAAP每股摊薄收益为1.89美元，同比增长9%[35] - 公司三个月和六个月期间的非GAAP毛利率分别下降1%和3%[38] - 三个月和六个月期间的非GAAP营业费用分别下降4%和3%[38] - 三个月和六个月期间的非GAAP营业利润分别增长3%和下降2%[38] - 三个月和六个月期间的非GAAP净利润分别增长7%和2%[38] - 三个月和六个月期间的非GAAP每股收益分别增长9%和4%[42] 现金流和资本支出 - 经营活动产生的现金流13.4亿美元[4] - 通过股票回购和股息向股东返还10亿美元[2] - 三个月和六个月期间的自由现金流分别下降73%和68%[46] - 三个月和六个月期间的调整后自由现金流分别下降58%和49%[46] - 公司在三个月和六个月期间的资本支出和软件开发支出净额分别为6.36亿美元和12.22亿美元[46] - 公司在三个月和六个月期间的融资应收款分别为4.87亿美元和6.52亿美元[46] - 公司在三个月和六个月期间的经营租赁设备净变动分别为0.93亿美元和0.94亿美元[46] 财务状况 - 公司现金及现金等价物余额为46.71亿美元[24] - 公司总资产为826.87亿美元[20] - 公司总负债为854.84亿美元[21]

Michael Dell at the Allen & Company Sun Valley Conference on July 12, 2024 in Sun Valley, Idaho.Dell reported quarterly results on Thursday that beat Wall Street expectations, powered by an 80% increase in server sales. The stock rose more than 5% in extended trading. Here's how the company did for the fiscal second quarter vs. LSEG consensus estimates:Revenue: $25.06 billion vs. $24.53 billion expectedEPS: $1.89 adjusted, vs. $1.71 expectedNet income climbed 85% to $841 million, or $1.17 per share, from $4 ...

News summarySecond quarter revenue of $25.0 billion, up 9% year over yearRecord Infrastructure Solutions Group (ISG) revenue of $11.6 billion, up 38% year over year, with record servers and networking revenue of $7.7 billion, up 80%Client Solutions Group (CSG) revenue of $12.4 billion, down 4% year over year, with commercial client revenue flat at $10.6 billionDiluted earnings per share of $1.17, up 86% year over year, and non-GAAP diluted earnings per share of $1.89, up 9%ROUND ROCK, Texas, Aug. 29, 2024 / ...

Dell Technologies Inc DELL will be reporting its second-quarter earnings on Wednesday. Wall Street expects $1.71 in EPS and $24.138 billion in revenues as the company reports after market hours.The stock is up 91.43% over the past year, 46.38% year-to-date.Let’s look at what the charts indicate for Dell stock and how the stock currently maps against Wall Street estimates.Dell Stock Charts Mixed Ahead Of Q2 Earnings Dell stock is navigating a complex technical landscape with both bullish and bearish signals ...