Dell Revenue Jumps 19% in Fiscal Q2
Dell Technologies (NYSE:DELL), a global leader in IT infrastructure and personal computing solutions, reported financial results for Q2 FY2026 on August 28, 2025. The company announced record GAAP revenue of $29.8 billion, up 19%, outpacing analyst estimates (non-GAAP) and the company’s own prior midpoint guidance of $29.0 billion. Non-GAAP earnings per share rose to $2.32, a 19% increase over the same period last year and above the prior guidance range. The standout was the company’s Infrastructure Solutions Group, where sharp growth in AI-optimized servers set new records. Despite margin pressures, Dell raised its full-year outlook, signaling confidence in continued momentum fueled by AI demand.
Dell Technologies is a global provider of technology solutions focused on IT infrastructure, servers, enterprise storage, and personal computers. Its two major operating segments are the Infrastructure Solutions Group (ISG), which covers servers, storage, and networking, and the Client Solutions Group (CSG), which includes commercial and consumer PCs plus related services.
The company's recent strategy emphasizes the fast-growing fields of artificial intelligence (AI) infrastructure, hybrid cloud deployments, and new as-a-Service models for buying technology. Key factors critical to Dell’s ongoing success are its scale, global reach in over 170 countries, ongoing investment in research and development, flexible payment solutions, and a broad portfolio that provides both recurring and transactional revenue streams.
Source Fool.com
