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 ...