Dell Technologies Beats Q1 Estimates with $43.84B Revenue and $4.86 EPS
DELL•Dell Technologies posted fiscal first-quarter net income of $3.44 billion with adjusted EPS of $4.86, beating estimates of $3.04. Revenue reached $43.84 billion, topping $35.46 billion forecasts, and the company raised Q2 revenue guidance to $44–45 billion and full-year EPS to $17.90 on $165–169 billion sales.
1. Fiscal Q1 Earnings and Revenue Beat
Dell reported fiscal first-quarter net income of $3.44 billion and adjusted EPS of $4.86, topping analyst estimates of $3.04 per share. Revenue reached $43.84 billion versus forecasts of $35.46 billion.
2. AI-Driven Demand
Robust demand for AI infrastructure fueled server and storage sales, contributing significantly to the outperformance and driving investor confidence.
3. Strengthened Guidance
The company raised its second-quarter revenue forecast to $44–45 billion with EPS projected at $4.80, and boosted full-year outlook to $17.90 per share on revenues of $165–169 billion.
