Dell Technologies said net revenue for the 3 months ended August 1, 2025 was $29,776 million, up 19% year over year, operating income was $1,773 million, up 27%, and net income was $1,164 million, up 32%.

1. 01

   Dell Technologies said net revenue for the 3 months ended August 1, 2025 was $29,776 million, up 19% year over year, operating income was $1,773 million, up 27%, and net income was $1,164 million, up 32%.

2. 02

   The company said Infrastructure Solutions Group net revenue for the 3 months was $16,800 million, up 44%, with Servers and Networking at $12,944 million, up 69%, and Storage at $3,856 million, down 3%.

3. 03

   Dell Technologies said full-year FY26 revenue is expected to be $105.0 billion to $109.0 billion, with non-GAAP diluted EPS at a midpoint of $9.55, and Q3 revenue is expected to be $26.5 billion to $27.5 billion.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call. Some paragraphs were omitted because their support in the source could not be confirmed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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