Dell Technologies Q4 2025 Earnings Call Transcript: Key Insights
On February 27, 2025, Dell Technologies Inc. (NYSE: DELL) held its Fiscal Year 2025 Fourth Quarter Financial Results Conference Call. Here are the major highlights from the call:
Company Participants
The call was led by Jeff Clarke, Vice Chairman and COO; Yvonne McGill, CFO; Tyler Johnson, Vice President and Treasurer; and Paul Frantz, Head of Investor Relations.
Conference Call Participants
Participating on the call were Wamsi Mohan from Bank of America, Erik Woodring from Morgan Stanley, Simon Leopold from Raymond James, Aaron Rakers from Wells Fargo, Michael Ng from Goldman Sachs, Ben Reitzes from Melius Research, David Vogt from UBS, Amit Daryanani from Evercore, and Matt Niknam from Deutsche Bank. Ananda Baruah from Loop Capital and Samik Chatterjee from JPMorgan also joined the call.
Financial Performance
Dell Technologies reported better-than-expected earnings for the fourth quarter, with revenue coming in at $24.9 billion, up 8% year-over-year. The company’s net income was $2.1 billion, or $1.50 per share, compared to $1.7 billion, or $1.17 per share, in the same period last year. The strong earnings were driven by robust demand for Dell’s server and storage products, as well as its PC business.
Outlook
Looking ahead, Dell Technologies expects its fiscal 2026 revenue to be in the range of $98.5 billion to $101.5 billion, with non-GAAP earnings per share coming in between $6.45 and $6.80. The company also announced a new $15 billion share buyback program.
Impact on Individual Investors
The strong earnings report and positive outlook for the coming fiscal year are likely to boost investor confidence in Dell Technologies. This could lead to an increase in the stock price, making it a good time for investors to consider adding DELL to their portfolios. However, it is always important to conduct thorough research and consider your own investment goals and risk tolerance before making any decisions.
Impact on the World
Dell Technologies’ strong financial performance and positive outlook for the coming fiscal year are a positive sign for the overall technology sector. The company’s success in the server and storage market, as well as its PC business, indicates that there is continued demand for technology products and services, even in a challenging economic environment. This could lead to continued growth and innovation in the technology industry, as well as new opportunities for businesses and individuals.
Conclusion
In conclusion, Dell Technologies’ strong fourth-quarter earnings report and positive outlook for the coming fiscal year are a positive sign for the technology sector and the broader economy. The company’s success in the server and storage market, as well as its PC business, indicate that there is continued demand for technology products and services, even in a challenging economic environment. This could lead to continued growth and innovation in the technology industry, as well as new opportunities for businesses and individuals. For individual investors, the strong earnings report and positive outlook make Dell Technologies a potential buy for those looking to add technology stocks to their portfolios.
- Dell Technologies reported better-than-expected earnings for Q4 2025
- Revenue came in at $24.9 billion, up 8% YoY
- Net income was $2.1 billion, or $1.50 per share
- Robust demand for server and storage products, as well as PC business
- FY 2026 revenue expected to be between $98.5 billion and $101.5 billion
- Positive sign for the technology sector and the broader economy
- New opportunities for businesses and individuals
- Individual investors may consider adding DELL to their portfolios
