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Sentiment · FY2027 Q1
As of FY2026 Q4, the Tellvest earnings-call sentiment score for Dell Technologies (DELL) is 10/10.
Dell capped a defining year with record Q4 revenue of $33.4 billion, up 40%, and EPS surging 57% as AI orders exploded to $34.1 billion in the quarter alone. FY2027 guidance was introduced at $138-142 billion revenue (up 23%) and EPS of $12.90 with a $50 billion AI revenue target. Traditional server demand outpaced supply, CSG gained share with 14% growth, and Dell IP storage returned to growth with margin expansion.
Scored from Dell Technologies’s FY2026 Q4 earnings call. The newest quarter is available with Tellvest Pro.
Reporting soon: earnings call Tuesday, Sep 1
A pre-earnings brief is ready for DELL: the setup, what peers and partners said this season, and which analysts to watch. Reading it is a Tellvest Pro feature.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $25.03B | +9.1% | $1.17 | +85.7% | 21.2% | 5.4% | 3.4% | $658M |
| FY2025 Q3 | $24.37B | +9.5% | $1.58 | +16.2% | 21.8% | 6.8% | 4.6% | $914M |
| FY2025 Q4 | $23.81B | +6.7% | $2.15 | +31.1% | 23.0% | 9.1% | 6.4% | $-150M |
| FY2026 Q1 | $23.38B | +5.1% | $1.37 | 0.0% | 21.1% | 5.0% | 4.1% | $2.23B |
| FY2026 Q2 | $29.78B | +19.0% | $1.70 | +45.3% | 18.3% | 6.0% | 3.9% | $1.87B |
| FY2026 Q3 | $27.00B | +10.8% | $2.28 | +44.3% | 20.7% | 7.8% | 5.7% | $503M |
| FY2026 Q4 | $33.38B | +40.2% | $3.37 | +56.7% | 20.2% | 9.4% | 6.8% | $3.95B |
| FY2027 Q1 | $43.84B | +87.5% | $5.24 | +282.5% | 17.8% | 8.3% | 7.8% | $3.12B |