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Dell Tech

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1126 | Dolphin Research Key Focus: 🐬 Stocks 1. $MEITUAN(03690.HK) Meituan saw a significant rebound today. Alibaba's China E-commerce Business Group CEO, Jiang Fan, pointed out that the first phase of Taobao Flash Sale's scale expansion has ended, and it has now entered the second phase, which is the 'efficiency optimization' phase. This implies that the disorderly cash-burning competition Meituan faces is expected to ease, leading to a more stable market structure, temporarily alleviating Meituan's profitability pressure. Meituan rose over 5% today. 2. $Baidu(BIDU.US) Baidu announced the establishment of a foundational model R&amp;D department and an application model R&amp;D department...

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Meituan's Stock Rallies Strongly; Li Auto Announces AI Glasses Entry | Today's Important News Recap

Conference Minutes

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The following are the minutes of Dell's FY2026 Q3 earnings call organized by Dolphin Research. For earnings interpretation, please refer to &#34;Dell DELL: Storage Price Hike Adds Pressure? AI Guidance Provides Support Again.&#34; 1. $Dell Tech(DELL.US) Key Financial Information Review 1. Cash Flow and Capital Return a. Cash Flow: Operating cash flow of $1.2 billion, with an ending cash and investment balance of $11.3 billion (an increase of $1.6 billion quarter-over-quarter). b. Shareholder Return: $1.6 billion returned this quarter (repurchase of 8.9 million shares + dividend distribution)...

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Dell (Minutes): The company's value lies in the overall solutions at level L11 and above.

Financial Analysis

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Dell Technologies (DELL.N) released its financial report for the third quarter of fiscal year 2026 (ending October 2025) after the U.S. stock market closed on November 26, Beijing time: 1. Core performance: $Dell Tech(DELL.US) reported revenue of $27 billion for the quarter, an increase of 10.8% year-on-year, close to market expectations ($27.3 billion). The company's revenue growth of nearly $2.7 billion this quarter was primarily driven by contributions from AI server shipments. The company's gross margin for the quarter was 20.7%, down 1.1 percentage points year-on-year, slightly better than market expectations (20%). Compared to service revenue...

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Dell DELL: Storage Price Increase Adds to Troubles? AI Guidance Provides Support

DELL Quick Interpretation: This quarter met expectations, and the guidance for the next quarter is more optimistic. The company's revenue this quarter increased by $2.7 billion year-on-year, entirely driven by the AI server business. Excluding the AI business, traditional business remained flat year-on-year, with the main highlight still being the AI business. Compared to this quarter's data, the guidance for the next quarter is even more of a 'pleasant surprise.' The company has raised its guidance for the next quarter to $31-32 billion (previously below $30 billion), which will undoubtedly bring more confidence to the market. Considering the company's AI business order situation, the backlog orders for this quarter have significantly increased to $18.4 billion. Dolphin Research estimates that next quarter's AI server revenue will increase to over $9 billion (an increase of more than $3.5 billion quarter-on-quarter), which is also the main reason for the raised guidance for the next quarter. Previously, the company had raised its long-term guidance at an investor conference, which once pushed the stock price to around $170. However, due to factors such as rising storage prices and fluctuations in AI sentiment, the market has had some concerns about the achievability of the company's long-term guidance. With this 'impressive' AI order situation, confidence in the company will be boosted once again. For more content, please follow Dolphin Research's subsequent reviews and management discussions. $Dell Tech(DELL.US)

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Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...

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INTEL-T

Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?

The following are the minutes of Dell Technologies' (DELL) Q2 FY2026 earnings call. For an interpretation of the earnings report, please refer to the article &#34;Dell Technologies: AI Server 'Frenzy Orders', Just a 'Flash in the Pan'?&#34;. 1. $Dell Tech(DELL.US) Key Financial Information Review: (1) Business Unit Performance Infrastructure Solutions Group (ISG): 1. Record revenue of $16.8 billion, up 44% year-over-year, achieving double-digit growth for six consecutive quarters. 2. Server and networking revenue was $12.9 billion, up 69% year-over-year...

Dell (Minutes): AI servers, shipment volumes relatively balanced between the first and second half of the year

Dell Technologies (DELL.N) released its financial report for the second quarter of fiscal year 2026 (ending July 2025) in the early morning of August 29th, Beijing time, after the U.S. stock market closed: 1. Core Performance: This quarter's revenue was $29.7 billion, a year-on-year increase of 19%, better than market expectations ($29.1 billion). The company's revenue growth of nearly $5 billion this quarter was primarily contributed by shipments of AI servers. The company's gross margin this quarter was 18.3%, a year-on-year decline of 2.9 percentage points, below market expectations (19.4%). Compared to service revenue, the gross margin of AI servers and other products is relatively lower...

Dell Technologies: AI Server 'Frenzied Orders', Just a 'Flash in the Pan'?

Appraisal value

In the previous article &#34;Dell: AI Wave Rising, Is the Old Giant Making a Comeback?&#34;, we mainly discussed Dell's historical ups and downs, as well as its current competitiveness in the server market. In this article, we will focus on the investment value perspective, discussing the following two questions: 1) Transitioning from PC to AI PC, how much potential does this really have? 2) With the support of AI servers and AI PCs, how much investment value does Dell truly hold? Regarding $Dell Tech(DELL.US) in the next article...

Boosted by a Double Dose of AI, Is Dell Heading for a Comeback?

Deep Research

As consumers, the Dell brand we most frequently encounter is often laptops. In addition to computers, Dell's servers are also a major product of the company. With the explosion of AI demand, AI servers and AI PCs have raised market expectations for Dell. From a historical long-term perspective, many brands in the PC sector have gradually exited the market, while Dell's revenue has shown a continuous upward trend over the past thirty years. This is mainly because the company has successfully capitalized on multiple era waves such as PCs, servers, and network equipment. Currently, Dell's annual revenue is approaching $100 billion...

Dell's AI Gambit: Can the Old Guard Stage a Comeback?

Dell Raises Commercial PC Prices Due to Storage Chip Price Hike

Dell insiders sell large amounts of stock, raising shareholder concerns

Dell Technologies Acquires Dataloop for $120 Million

Watts Gwilliam & Co. LLC Cuts Stake in Dell Technologies

Edarat Group and Dell Collaborate on Multi-Cloud and Network Resilience Technologies

Newbridge Financial Corporation Sells Dell Technologies Shares

Dell Technologies Raises Prices on Commercial Lines 10% to 30% Due to Memory Shortage

Global Server Revenue Soars in Q3 2025, AI Demand Drives Growth

Caxton Associates LLP Acquired Dell Technologies Stocks in Q2

Financial giants take a bearish stance on Dell Technologies

Dell Technologies Plans to Increase Prices for All Commercial Products

Transamerica Increases Dell Technologies Shares, Dell Technologies Announces Earnings and Dividend

Daiwa Securities Increased Stake in Dell Technologies

Dell Technologies Director Egon Durban Disposes of Company Common Stock

IOTA Foundation and Dell Technologies Collaborate to Launch Alvarium Project for Data Authenticity

Dubai's Dewa Negotiates Potential Utility Technology Cooperation with Dell Technologies

Dell Technologies Q3 FY2026 Earnings Fall Short of Expectations

Dell Technologies Reports Revenue of $27 Billion in Q3 2026, Up 11%

Gerber Kawasaki Reduces Stock Holding in Dell Technologies

Sterling Capital Management Reduces Dell Technologies Holdings by 45.1%

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Ordinary dividend (cash)

Ex Date: 2026.01.20 (EST), Cash dividend 0.525 USD

Dell (DELL.US) Q3 Fiscal Year 2026 Earnings Conference Call

Dell (DELL.US) Fiscal Year 2026 Second Quarter Earnings Conference Call

Dell (DELL.US) Q1 Fiscal Year 2026 Earnings Conference Call

Dell (DELL.US) Fiscal Year 2025 Fourth Quarter Earnings Conference Call

Dell (DELL.US) Fiscal Year 2025 Third Quarter Earnings Conference Call

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