martes, 29 de septiembre de 2026
BuscarExplore
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
Source document· May 26, 2026

DELL Gears Up to Report Q1 Earnings: Should You Buy the Stock?

View original at finance.yahoo.com
DELL Gears Up to Report Q1 Earnings: Should You Buy the Stock? Dell Technologies DELL is scheduled to report its first-quarter fiscal 2027 results on May 28, 2026…
Opening lines of the source · short snapshot — read the full document at the original

Lo que extrajimos de esta fuente

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Zacks Consensus Estimate for Dell Q1 FY2027 revenues is $35.46 billion, suggesting 51.7% growth from the year-ago quarter

    60% confidence
  • Dell anticipates 53% combined ISG+CSG growth at midpoint for Q1 FY2027, with ISG growing more than 100% on $13 billion of AI server revenue and CSG growing approximately 2%

    60% confidence
  • Dell faces headwinds including weaker demand for traditional servers and storage in North America, slower federal spending, declining consumer PC revenue, supply-chain cost pressures, and competitive pressure in the AI market

    60% confidence
  • Dell booked $34.1 billion in AI orders in Q4 FY2026, with an expanding clientele surpassing 4,000 including neoclouds, sovereigns, and enterprise customers

    60% confidence
  • Zacks consensus EPS estimate for Dell Q1 FY2027 is $3.04, up 2.4% over the past 30 days and implying 96.1% year-over-year growth

    60% confidence
  • Dell Technologies beat the Zacks Consensus Estimate in three of the trailing four quarters with an average earnings surprise of 1.22%

    60% confidence
  • Q1 FY2027 revenues are expected to be between $34.7 billion and $35.7 billion, with the midpoint of $35.2 billion suggesting 51% year-over-year growth

    60% confidence
  • Non-GAAP earnings are expected to be $2.90 per share (+/- 10 cents) at the midpoint for Q1 FY2027, indicating 87% year-over-year growth

    60% confidence

Data points we hold from this source

Dell Technologies · eps2.90 USD
Dell Technologies · backlog34.1 USD
Dell Technologies · market share4000 enterprise_customers
Lo que sabemos · la inteligencia detrás de esta página
En vivo desde el sustrato
Lo que estamos viendo
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Nuestra lectura de los datos ›
Señales que seguimos
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patrones que observamos ›
Donde las fuentes discrepan
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
Señalamos los conflictos abiertamente ›
Verificado recientemente
✓ Verificado con la fuente original
4,984
hechos rastreados a su fuente — y señalamos los que no se sostienen.
101 entidades seguidas4,984 hechos verificados con la fuente5,314 documentos fuente archivados
Consulta estos datos → isubstrate.com