From CNBC: 2025-02-27 16:58:49

Dell reported fourth-quarter sales below estimates, revenue at $23.9 billion versus $24.55 billion estimated, EPS at $2.68 versus $2.53. Despite shares down 5%, Dell’s stock doubled in 2 years due to AI demand, selling $10 billion in AI-optimized servers in 2025, expecting $15 billion in 2026, with $101-$105 billion revenue.

Q4 revenue up 7%, driven by Infrastructure Solutions Group server sales up 22% at $11.35 billion. Client Solutions Group revenue up 5% at $11.88 billion due to sluggish laptop market. Dell restated financials due to unrecorded supplier credits, impacting cost of goods sold by $200 million in 2024 and $148 million in 2025.



Read more at CNBC:: Dell earnings report Q4 2025