$INJ $RENDER The explosive growth in demand for artificial intelligence infrastructure propelled Dell Technologies to its strongest quarterly results ever, with revenue, earnings per share, and operating cash flow all hitting record highs. The company subsequently significantly raised its full-year earnings forecast.
Dell's revenue for the first fiscal quarter of 2027 (ending May 1, 2026) reached $43.8 billion, an 88% year-over-year increase. AI-optimized server revenue reached $16.1 billion, a staggering 757% increase year-over-year; total AI orders for the quarter reached $24.4 billion. GAAP diluted earnings per share were $5.24, a 282% year-over-year increase; operating cash flow reached $4.1 billion, a record high for the same period.
Dell's revenue for the first fiscal quarter of 2027 (ending May 1, 2026) reached $43.8 billion, an 88% year-over-year increase. AI-optimized server revenue reached $16.1 billion, a staggering 757% year-over-year increase; total AI orders for the quarter reached $24.4 billion.
03Infrastructure and Client-Side Sales Both Show Strong Growth, with Significantly Improved Profitability
Infrastructure Solutions Group (ISG) reported total quarterly revenue of $29 billion, a 181% year-over-year increase, representing approximately 66% of the company's total revenue. ISG's operating profit was $3.1 billion, a 206% year-over-year increase, with the operating profit margin rising from 9.7% in the same period last year to 10.5%, and its share of total reportable segment operating profit jumping from 60% to 72%.
03
Infrastructure and Client-Side Sales Both Show Strong Growth, with Significantly Improved Profitability
Infrastructure Solutions Group (ISG) reported total quarterly revenue of $29 billion, a 181% year-over-year increase, representing approximately 66% of the company's total revenue. ISG's operating profit was $3.1 billion, a 206% year-over-year increase, with the operating profit margin rising from 9.7% in the same period last year to 10.5%, and its share of total reportable segment operating profit jumping from 60% to 72%.
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