Compared to Estimates, Dell Technologies (DELL) Q1 Earnings: A Look at Key Metrics
Dell Technologies (DELL) reported $23.38 billion in revenue for the quarter ended April 2025, representing a year-over-year increase of 5.1%. EPS of $1.55 for the same period compares to $1.27 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $23.14 billion, representing a surprise of +1.04%. The company delivered an EPS surprise of -9.88%, with the consensus EPS estimate being $1.72.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Dell Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Revenue- Client Solutions Group: $12.51 billion versus the three-analyst average estimate of $12.40 billion. The reported number represents a year-over-year change of +4.5%.
Net Revenue- Infrastructure Solutions Group: $10.32 billion versus $10.26 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.8% change.
Net Revenue- Client Solutions Group- Consumer: $1.46 billion compared to the $1.74 billion average estimate based on three analysts. The reported number represents a change of -19.3% year over year.
Net Revenue- Infrastructure Solutions Group- Storage: $4 billion compared to the $3.93 billion average estimate based on three analysts. The reported number represents a change of +6.3% year over year.
Net Revenue- Client Solutions Group- Commercial: $11.05 billion compared to the $10.66 billion average estimate based on three analysts. The reported number represents a change of +8.8% year over year.
Net Revenue- Infrastructure Solutions Group- Servers and networking: $6.32 billion compared to the $6.33 billion average estimate based on three analysts. The reported number represents a change of +15.6% year over year.
Operating Income- Client Solutions Group: $653 million versus the two-analyst average estimate of $696.04 million.
Operating Income- Infrastructure Solutions Group: $998 million versus $1.13 billion estimated by two analysts on average.
View all Key Company Metrics for Dell Technologies here>>>Shares of Dell Technologies have returned +24% over the past month versus the Zacks S&P 500 composite's +6.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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