DELL
Well, that escalated quickly
Dell Technologies opened fiscal 2027 with a monster quarter: revenue hit a record $43.8 billion, diluted EPS came in at a record $5.24, and cash flow from operations reached $4.1 billion. That’s the kind of print that makes even a spreadsheet look smug.
The AI hype train is still in the station
A big part of the story here is that Dell is still riding the enterprise infrastructure wave. When companies keep spending on servers, storage, and all the boring-but-essential gear that powers AI, Dell gets to look like the adult in the room who brought the extension cord.
- Revenue climbed 88% year over year
- Diluted EPS surged 282% year over year
- Non-GAAP diluted EPS jumped 214%
- Operating cash flow hit $4.1 billion
Why investors should care
This kind of quarter does two things at once: it tells you demand is strong now, and it gives Wall Street a fresh excuse to argue about whether the good times can keep rolling. The company also laid out guidance for fiscal Q2 and the full year, which means the market will spend the next few hours doing its favorite hobby: translating corporate optimism into stock-move math.
Big picture: Dell just reminded everyone it’s not only a PC story anymore — it’s a cash machine with a front-row seat to the AI buildout.