DELL
Dell Technologies Inc.133.75
+3.24+2.48%
Dec 16, 4:01:15 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
89.64BP/E (TTM)
17.88Basic EPS (TTM)
7.48Dividend Yield
0.02%Recent Filings
10-Q
8-K
8-K
Dell's COO Clarke option grant
Dell Technologies' Compensation Committee granted COO and Vice Chairman Jeffrey Clarke a one-time performance-based stock option for 2,500,000 shares of Class C common stock on September 30, 2025, with an exercise price of $141.77 per share and a grant date fair value of approximately $132.4 million. The award recognizes Clarke's leadership in strategy execution and incentivizes long-term shareholder value creation through market capitalization and free cash flow goals, both required for vesting by January 31, 2031, with continued employment through March 15, 2031. Vesting accelerates on death, disability, or spousal disability. Forfeiture applies on retirement or resignation.
10-Q
Q2 FY2026 results
Dell Technologies posted solid Q2 FY2026 results, with net revenue up 19% year-over-year to $29.8B, fueled by 44% growth in Infrastructure Solutions Group servers and networking to $16.8B (derived), though Client Solutions edged up just 1% to $12.5B amid softer consumer demand. Operating income climbed 27% to $1.8B, with gross margins holding at 18.3% despite AI server mix pressures; diluted EPS rose 38% to $1.70, reconciling neatly to 686M shares. Cash swelled to $8.1B on $5.3B YTD operating cash flow, while total debt hit $28.7B after $4B Senior Notes issuance, with $5.9B revolver availability intact. The Secureworks sale added $0.6B cash and a $0.2B gain. Yet competition in AI hardware keeps pricing tight.
8-K
Dell CFO resigns; interim named
Dell Technologies' CFO Yvonne McGill resigned effective September 9, 2025, without disagreements on financials or operations, and will advise through October 31 while receiving a pro rata $562,500 bonus under her separation agreement. David Kennedy, a 25-year company veteran and current SVP of Global Business Operations Finance, steps in as interim CFO. The board launched a search for a permanent replacement. Transition ensures continuity amid fiscal Q3 close.
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