Dell Technologies Inc. · DELL · Next earnings

Dell Technologies Inc. reports Tuesday, Nov 24, 2026

DELL reports after market close with consensus EPS at $6.57 and revenue at $49.28B. Last quarter: Dell: AI backlog expands as guidance rises again

Reports After market close19 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $6.57 Calendar consensus
Consensus revenue $49.28B Calendar consensus
Report date Nov 24, 2026 Tuesday, date estimated
Session After market close 19 days away

Where DELL left off: FY2027 Q2

Full report

Dell: AI backlog expands as guidance rises again

EPS surprise +43.4% Reported $7.04 vs $4.91
Revenue surprise +4.6% Reported $46.97B vs $44.89B
Stock move +15.8% Event window
Subsequent drift +15.4% Up to 20 sessions

Management raised full-year revenue and EPS guidance; the supplied analysis does not provide the prior and current guidance figures needed to quantify the change.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • DRAM, NAND, CPU and MOSFET shortages could constrain shipments.
  • Higher component costs may create pricing pressure or customer deferrals.
  • Results remain dependent on sustained AI and data-center modernization demand.
  • Macroeconomic uncertainty could affect enterprise and consumer spending.

Questions analysts left open

  • How much growth reflects pricing versus underlying demand.
  • Durability of AI-server momentum across enterprise and cloud customers.
  • Whether supply constraints limit revenue and backlog fulfillment.
  • Margin sustainability as component costs rise.

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Recent DELL quarters

All DELL earnings
+15.8%FY2027 Q2+32.8%FY2027 Q1+21.9%FY2026 Q4-4.7%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.