$Dell Tech(DELL.US)
Dell once again with a MONSTER beat and raise. - Revenue: $47.0B vs. $44.9B est, +58% YoY, a quarterly record. - Adj. EPS: $7.04 vs. $4.91 est, +203% YoY from $2.32. - AI Servers: $16.4B revenue, roughly +100% YoY; Dell booked a massive $60.9B of AI server orders during the quarter. - AI Backlog: surged to a record $95B, up from $51.3B last quarter, one of the biggest numbers in the report. - Infrastructure: Traditional servers/networking revenue $10.5B, +122% YoY; storage $4.9B, +26%.- FY27 Revenue Guide: raised dramatically to ~$192B, versus the prior $165B–$169B range. Incredible print.Source: amit
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