Company research

Dell Technologies · DELL

Servers, storage and integrated AI infrastructure equip enterprise data centers.

US exchange

Quarterly profit —

Competitors & comparable companies

Business comparison

Business overlap: GPU servers and integrated AI systems

Hewlett Packard Enterprise · HPE →Super Micro Computer · SMCI →

Compare order conversion, gross margins, working-capital needs and deployment/service capability.

Selection basis and sources

They compete in AI systems while sharing some technology suppliers. Product mix and services differ.

Maomaorou’s classification based on overlapping products, not an issuer statement naming rivals. Selected peers, not a complete list or ranking.

Checked：2026-09-19

Business position and research focus

Track AI server shipments, gross profit and working-capital conversion.

Key risks

Large hardware sales can carry thin margins and customer deployment delays.

Business source ↗

Business mapping checked 2026-09-11

Earnings in context

Quarterly profit · $4.13B

US GAAP · Net income attributable to the parent · 2026-05-02 — 2026-07-31

Reported net income includes non-operating and one-off items. It does not establish recurring profitability, positive cash flow or an attractive valuation.

Net income source ↗
Period and source details

Published 2026-09-08 · Checked 2026-09-19

us-gaap:NetIncomeLoss; 2026-05-02 to 2026-07-31; USD; 10-Q

Reported revenue · $46.97B

Q2 FY2027 · Company total; not AI-only revenue · Checked 2026-09-18

Quarterly revenue · year-over-year comparison
$29.78B
$46.97B

Company-wide revenue; bars start at zero. Two comparable quarters, not a continuous trend. Dates are period ends; select a date for its source.

Revenue source ↗

GAAP company total. AI-optimized server revenue was $16.4bn; operating cash flow was $2.225bn, down from $2.543bn a year earlier despite revenue growth.

Revenue and net income may refer to different reporting periods. Read each period before comparing them; these are dated disclosures, not a live earnings feed.

Company information reflects the sources and dates shown. It is not personalized investment advice. Methodology · Suggest a correction

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