Business Description

Dell Technologies Inc. is a global information technology company that designs, manufactures, and sells a broad portfolio of computer hardware, enterprise servers, and data storage solutions. Operating worldwide, the company serves a diverse customer base ranging from individual consumers to large enterprises and government agencies. Dell is distinctive for its historical direct-to-customer sales model and its end-to-end enterprise infrastructure offerings, which increasingly feature AI-optimized servers and hybrid cloud solutions.

Everything on Dell Technologies Inc.

Revenue (FY2026) $113.54B
YoY growth +18.8%
Operating margin 7.2%
Direction Expanding
Gross margin 20.0%
Net margin 5.2%

Earnings Transcripts

View all transcripts ↗

Leadership & board

View leadership ↗

Acquisitions

Share Repurchase Program

Total authorized
$30 billion cumulative (a $20 billion cumulative authorization as of January 30, 2026, increased by an additional $10 billion on February 26, 2026)
Remaining
$5.8 billion available as of January 30, 2026; approximately $15.2 billion following the February 26, 2026 authorization increase

Customer Concentration

One customer accounted for 12% of Dell's consolidated net revenue for the fiscal year ended January 30, 2026, with substantially all of that revenue attributable to ISG (AI infrastructure) offerings; no single customer accounted for 10% or more of net revenue in fiscal 2025 or fiscal 2024.

Recent SEC Filings

2026-07-06 Modified securityholder rights (+1 more) View filing ↗
2026-07-01 Modified securityholder rights (+2 more) View filing ↗
2026-06-17 Unregistered equity sale View filing ↗
2026-06-16 Entered a material agreement (+1 more) View filing ↗
2026-06-12 Other event View filing ↗
2026-06-10 Entered a material agreement (+2 more) View filing ↗
2026-05-28 Reported quarterly results View filing ↗
2026-04-20 Unregistered equity sale View filing ↗
2026-02-26 Reported quarterly results View filing ↗
2025-11-25 Reported quarterly results View filing ↗
2025-10-07 Regulation FD disclosure View filing ↗
2025-10-06 Entered a material agreement (+1 more) View filing ↗

More Companies

See how VectorShift works for your firm

Request Demo