Dell Technologies Caps Off a Record Year with $113.5 Billion in Revenue and $11.2 Billion in Cash Flow
How can a company consistently outperform in a highly competitive tech landscape? Dell Technologies (NYSE: DELL) has just provided a compelling answer. The company, a leader in digital transformation and AI solutions, has announced record financial results for its fiscal 2026, with full-year revenue of $113.5 billion, up 19% year over year. This performance underscores Dell’s strategic focus on AI-optimized solutions and robust capital management.
Dell Technologies reported a record full-year revenue of $113.5 billion, a 19% increase from the previous year. The company also achieved record diluted earnings per share (EPS) of $8.68, up 36%, and record non-GAAP diluted EPS of $10.30, up 27%. These results are a testament to Dell’s engineering leadership and the growing demand for its AI-optimized servers, which saw orders exceeding $64 billion and shipments of over $25 billion. Jeff Clarke, vice chairman and chief operating officer, emphasized, “The AI opportunity is transforming our company. We closed more than $64 billion in AI-optimized server orders, shipped more than $25 billion throughout the year, and are entering FY27 with record backlog of $43 billion.”
Key Insights at a Glance
- Record Revenue: Dell Technologies achieved a record full-year revenue of $113.5 billion, up 19% year over year.
- AI-Optimized Servers: The company closed more than $64 billion in AI-optimized server orders and shipped over $25 billion.
- Capital Return: Dell Technologies returned $7.5 billion to shareholders through share repurchases and dividends.
- Strong Guidance: FY27 guidance projects full-year revenue growth of 23% at the midpoint and EPS growth of 33% at the midpoint.
Why AI-Optimized Servers Are the New Frontier
The rapid advancement of AI technologies is reshaping the IT landscape, and Dell Technologies is at the forefront of this transformation. AI-optimized servers are not just a product line; they are a strategic pivot that positions Dell to capitalize on the growing demand for high-performance computing. The company’s record-breaking orders and shipments of AI-optimized servers, totaling over $64 billion and $25 billion respectively, highlight the market’s recognition of Dell’s leadership in this critical area. As AI applications become more pervasive, the need for robust, scalable, and efficient computing infrastructure will only intensify, making Dell’s AI-optimized servers a cornerstone of the digital future.
The Regulatory Clock Is Already Running for Tech Companies
Just as a marathon runner must pace themselves to finish strong, tech companies must navigate the regulatory landscape to sustain long-term growth. Dell Technologies’ strategic focus on AI-optimized solutions is not just a response to market demand; it is a proactive move to align with emerging regulatory standards and industry best practices. The company’s record backlog of $43 billion entering FY27 is a clear indicator of its preparedness and market confidence. By staying ahead of the regulatory curve, Dell is positioning itself to maintain its competitive edge and continue delivering value to shareholders and customers alike.
Dell Technologies’ Strategic Actions and Commitments
Dell Technologies is taking concrete steps to solidify its leadership in the AI era. The company has announced a 20% increase in its cash dividend and a $10 billion increase in share repurchase authorization, demonstrating its commitment to returning value to shareholders. Additionally, Dell’s Infrastructure Solutions Group (ISG) reported record full-year revenue of $60.8 billion, up 40%, with AI-optimized servers contributing significantly to this growth. David Kennedy, chief financial officer, stated, “Our strong execution drove record annual cash flow of more than $11 billion and record capital returned to shareholders of $7.5 billion.” These actions underscore Dell’s financial strength and strategic vision.
Future Outlook
Dell Technologies is poised to continue its momentum into FY27, with guidance projecting full-year revenue growth of 23% at the midpoint and EPS growth of 33% at the midpoint. The company’s focus on AI-optimized servers and robust capital management positions it to navigate the evolving tech landscape. Just as a master chess player anticipates several moves ahead, Dell is strategically positioning itself to capitalize on emerging opportunities and maintain its leadership in the industry.
Conclusion
Dell Technologies’ record-breaking fiscal 2026 results and strong FY27 guidance highlight the company’s strategic acumen and market leadership. For businesses looking to leverage AI and digital transformation, Dell’s offerings provide a robust foundation. How is your company preparing to capitalize on the AI revolution? Join the conversation in the comments below.
About Dell Technologies
Dell Technologies (NYSE:DELL) helps organizations and individuals build their digital future and transform how they work, live and play. The company provides customers with the industry’s broadest and most innovative technology and services portfolio for the AI era.
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