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

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Leadership & board

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Michael S. Dell — Chairman & Chief Executive Officer View full profile ↗ David W. Dorman — Director View full profile ↗ Egon Durban — Director View full profile ↗ David Grain — Director View full profile ↗ William D. Green — Director View full profile ↗ Ellen J. Kullman — Lead Independent Director View full profile ↗ Steven M. Mollenkopf — Director View full profile ↗ Lynn Vojvodich Radakovich — Director View full profile ↗ Jeffrey W. Clarke — Vice Chairman & Chief Operating Officer View full profile ↗ David Kennedy — Chief Financial Officer View full profile ↗ Richard J. Rothberg — General Counsel & Secretary View full profile ↗ William F. Scannell — President & Chief Customer Officer View full profile ↗ Yvonne McGill — Former Chief Financial Officer View full profile ↗ Jennifer D. Saavedra — Chief Human Resources Officer View full profile ↗ Geraldine Tunnell — Chief Marketing Officer View full profile ↗ Peter Trizzino — President, Global Sales View full profile ↗

Acquisitions

Dell Technologies acquires EMC Corporation — Enterprise storage, data center & virtualization (EMC / VMware) · 2016 View full deal ↗ Dell Technologies acquires Perot Systems Corporation — IT services & business solutions · 2009 View full deal ↗ Dell Technologies acquires Quest Software, Inc. — Systems management & security software · 2012 View full deal ↗ Dell Technologies acquires EqualLogic, Inc. — Enterprise storage (iSCSI SAN) · 2008 View full deal ↗ Dell Technologies acquires Compellent Technologies, Inc. — Enterprise storage (fluid/tiered storage) · 2011 View full deal ↗ Dell Technologies acquires ASAP Software Express, Inc. — Software licensing & services · 2007 View full deal ↗ Dell Technologies acquires MessageOne, Inc. — Email management & SaaS archiving · 2008 View full deal ↗ Dell Technologies acquires KACE Networks, Inc. — Systems management appliances · 2010 View full deal ↗ Dell Technologies acquires The Networked Storage Company — Storage consulting & services · 2008 View full deal ↗ Dell Technologies acquires Allin Corporation — Microsoft consulting services · 2008 View full deal ↗ Dell Technologies acquires Ocarina Networks Inc. — Storage optimization (dedupe/compression) · 2010 View full deal ↗ Dell Technologies acquires Scalent Systems, Inc. — Data-center infrastructure software · 2010 View full deal ↗

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 ↗

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