Latest news with #ClientSolutionsGroup
Yahoo
30-05-2025
- Business
- Yahoo
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. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dell Technologies Inc. (DELL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
23-05-2025
- Business
- Yahoo
Dell Technologies Inc. (DELL) Target Lifted to $126, Analysts Expect Modest Q1 Beat
We recently published a list of . In this article, we are going to take a look at where Dell Technologies Inc. (NYSE:DELL) stands against other AI stocks that are making waves this week. Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including servers, storage, networking, and personal computing devices, to businesses and consumers worldwide. On May 21, Morgan Stanley kept its 'Buy' rating on the stock and raised its price target from $89 to $126 ahead of Dell's Q1 Fiscal 2026 earnings due on May 29. The firm anticipates modest outperformance for Dell's April quarter. However, it believes that the full-year guidance will remain unchanged. The firm has reason to believe so, based on Dell's strong demand for AI infrastructure and mixed results in traditional hardware and tariffs uncertainty. A team of IT experts discussing the latest network security trends over a laptop screen. Dell's AI server business looks strong regardless of the mixed results. An estimated $2.3 billion in revenue is expected for the April quarter and nearly $20 billion in visibility for Fiscal 2026. That said, the July quarter growth will largely depend on how Dell can manage its supply. The firm also noted market share gains in Dell's Infrastructure Solutions Group, while its Client Solutions Group is also anticipated to perform better in the first half of the year. All these factors have led the firm to anticipate a small upside for Q1 results. The stock has been performing well recently, but may pause following earnings. Nevertheless, the firm remains positive about the second half of the year. Overall, DELL ranks 7th on our list of AI stocks that are making waves this week. While we acknowledge the potential of DELL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than DELL and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-05-2025
- Business
- Yahoo
Dell Technologies Inc. (DELL) Target Lifted to $126, Analysts Expect Modest Q1 Beat
We recently published a list of . In this article, we are going to take a look at where Dell Technologies Inc. (NYSE:DELL) stands against other AI stocks that are making waves this week. Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including servers, storage, networking, and personal computing devices, to businesses and consumers worldwide. On May 21, Morgan Stanley kept its 'Buy' rating on the stock and raised its price target from $89 to $126 ahead of Dell's Q1 Fiscal 2026 earnings due on May 29. The firm anticipates modest outperformance for Dell's April quarter. However, it believes that the full-year guidance will remain unchanged. The firm has reason to believe so, based on Dell's strong demand for AI infrastructure and mixed results in traditional hardware and tariffs uncertainty. A team of IT experts discussing the latest network security trends over a laptop screen. Dell's AI server business looks strong regardless of the mixed results. An estimated $2.3 billion in revenue is expected for the April quarter and nearly $20 billion in visibility for Fiscal 2026. That said, the July quarter growth will largely depend on how Dell can manage its supply. The firm also noted market share gains in Dell's Infrastructure Solutions Group, while its Client Solutions Group is also anticipated to perform better in the first half of the year. All these factors have led the firm to anticipate a small upside for Q1 results. The stock has been performing well recently, but may pause following earnings. Nevertheless, the firm remains positive about the second half of the year. Overall, DELL ranks 7th on our list of AI stocks that are making waves this week. While we acknowledge the potential of DELL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than DELL and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Forbes
01-05-2025
- Business
- Forbes
How Flexible Work Strategy Impacts Products And Profits
If Your Team Can't Work Anywhere, They Can't Build for Those Who Do How can a company that speaks out against work-from-anywhere build products for people who work from anywhere? You can't design what you don't understand. You don't understand what you don't experience. If you've never used your laptop for video conferencing, you might not have noticed that some high-end models hid the webcam at the bottom of the screen. If you've never tried to run a meeting from a busy cafe, you might not have cared about noise-canceling microphones. If you've never recorded a podcast or webinar, you might not have wrestled with the question: screen or camera? If you've never set up an ergonomic workspace wherever you could grab a seat, you might not have noticed how tools designed for 'average' users exclude everyone else. Today, work is flexible, personal, and mobile. The best tools—and the best companies—are built by people who live that reality, not just theorize about it. Flexibility and DEI aren't just policies. They are principles that shape your people, your processes, your culture—and ultimately, your products. Or they don't. Too often, companies treat remote work and diversity initiatives as isolated policy efforts. But they're not. These choices influence who you hire, how you lead, what you learn, and how you innovate. In the end, they define the products you build and the markets you serve—and determine how your company competes and grows. Take the difference between Dell and Logitech, both common household names for students and knowledge workers. But how each company has evolved—how they work alongside what they build—has been very different. And it shows in their business results. In early 2024, Dell told its remote employees they were no longer eligible for promotion or to change roles. In other words, employees who were experiencing work-from-anywhere were being sidelined, and those who conformed to office-based work were being promoted. By design, the policy discourages both employees and managers from gaining experience with distributed work—or developing the skills needed to succeed in it. With that policy, Dell chose to distance itself from its customer base: the people who want to know they have the tools to work from anywhere. By the end of 2024, Dell's consumer business—its Client Solutions Group—saw a 16% decline in revenue and 8% decline in operating income year over year. In contrast, Logitech offers a powerful case study for a company that understands its employees must mirror its customers — in who they are, where they work, and what they need. On The Future Of Less Work podcast, Delphine Donné, general manager of personal workspace solutions, explained that designing human-centered tools for a diverse, flexible world requires a workforce that lives those realities firsthand. When Donné took over her group in 2018, just 28% of her team were women. Today, women make up half. That shift wasn't driven by a DEI checklist but by business necessity. As Logitech expanded its focus on well-being and ergonomics, it became clear that a homogenous team couldn't fully understand the diverse needs of a global, on-the-go workforce. Products like the Lift mouse, optimized for smaller hands, emerged directly from more inclusive conversations at the table. But it goes deeper. Organizations that succeed in designing for remote and hybrid workers often start by ensuring their own employees are remote and hybrid workers. Teams spread across time zones and continents must collaborate in ways that respect not just work needs, but also personal lives, family obligations, and well-being. Flexibility policies in these organizations aren't framed as perks. They are foundational to innovation, embedding lived experience into product design: for digital nomads hosting meetings in noisy environments, for creators recording podcasts in public spaces, for professionals managing complex tasks across shifting contexts—because their teams live those realities firsthand. In 2024, that alignment showed up in performance: Logitech's Personal Workspace Solutions group helped drive a 28% increase in company operating income year over year, reinforcing the link between culture, product, and business growth. At a time when many companies are retreating from flexibility and rethinking their DEI efforts, Logitech's story offers a powerful counterpoint. The organizations that will thrive aren't the ones clinging to legacy models. They're the ones building cultures that reflect the people they serve—and turning that alignment into better products, deeper relevance, and measurable business results. The culture-product feedback loop is real. Leadership decisions—like allowing teams to determine how and where they work—don't just show up on engagement surveys. They ripple outward into better insights, more relevant products, and ultimately, stronger growth.
