Dell Technologies Inc
F:12DA
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Dell Technologies Inc
F:12DA
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Dell Technologies Inc
Dell Technologies sells personal computers, monitors, workstations, servers, storage systems, and networking gear. It also sells related software and services such as support, deployment, and managed infrastructure services. Its customers include consumers, small businesses, large enterprises, schools, hospitals, and government agencies that need devices or data-center equipment. Dell makes money in two main ways: by selling hardware directly and through channel partners, and by charging for services and support around that hardware. On the PC side, it sells under brands like Dell and Alienware; on the enterprise side, it sells to IT departments that build and run corporate networks and data centers. A lot of its business depends on repeat purchases, upgrades, maintenance contracts, and long-term customer relationships. What makes Dell different is that it sits in both the consumer PC market and the enterprise infrastructure market, so it can serve end users and the IT teams that support them. It is also known for building systems to customer specification, especially for businesses that want tailored hardware and service contracts. That gives Dell a role as a practical supplier of the tools companies use to work, store data, and connect their networks.
Dell Technologies sells personal computers, monitors, workstations, servers, storage systems, and networking gear. It also sells related software and services such as support, deployment, and managed infrastructure services. Its customers include consumers, small businesses, large enterprises, schools, hospitals, and government agencies that need devices or data-center equipment.
Dell makes money in two main ways: by selling hardware directly and through channel partners, and by charging for services and support around that hardware. On the PC side, it sells under brands like Dell and Alienware; on the enterprise side, it sells to IT departments that build and run corporate networks and data centers. A lot of its business depends on repeat purchases, upgrades, maintenance contracts, and long-term customer relationships.
What makes Dell different is that it sits in both the consumer PC market and the enterprise infrastructure market, so it can serve end users and the IT teams that support them. It is also known for building systems to customer specification, especially for businesses that want tailored hardware and service contracts. That gives Dell a role as a practical supplier of the tools companies use to work, store data, and connect their networks.
Record Results: Dell delivered record FY '26 revenue of $113.5 billion (up 19%) and record EPS of $10.30 (up 27%), with strong Q4 revenue of $33.4 billion (up 39%) and Q4 EPS of $3.89 (up 45%).
AI Momentum: The company booked $64.1 billion in AI orders for the year, shipped $25.2 billion, and exited Q4 with a record $43 billion AI backlog, signaling accelerating demand across all customer segments.
Strong Cash Flow & Returns: Dell generated over $11 billion in annual cash flow and returned $7.5 billion to shareholders, including doubling share repurchases year-over-year.
Guidance Raised: FY '27 revenue is guided at $138–142 billion (up 23% at midpoint), with AI revenue expected to double to $50 billion. EPS guidance is $12.90 (plus or minus $0.25), up 25%.
Margin Discipline: Operating model and pricing actions are helping protect margin rates despite rising component costs, especially in memory.
Share Gains: Dell gained market share in PCs and expects structural share gains due to supply chain strength and dynamic pricing.
Dividend & Buyback: The annual dividend was raised by 20% to $2.52 per share, and the board approved a $10 billion increase in share repurchase authorization.
Management
Michael Saul Dell is an American entrepreneur and the founder, chairman, and CEO of Dell Technologies, one of the world's largest technology infrastructure companies. Born on February 23, 1965, in Houston, Texas, Dell has been a prominent figure in the business world for decades, particularly known for his innovations in the personal computing industry. Dell demonstrated an early interest in technology and business. While a freshman at the University of Texas at Austin, he started a small business upgrading computers from his dorm room. This endeavor ultimately led him to drop out of college at the age of 19 to focus full-time on his startup, initially called PC's Limited. In 1984, with just $1,000 in capital, Dell officially founded his company, which was later renamed Dell Computer Corporation. Dell's innovative direct-to-consumer sales model allowed the company to offer customized computer systems at competitive prices, leading to rapid growth and success. Under his leadership, Dell became one of the top PC manufacturers globally. In 2013, Michael Dell took the company private in a leveraged buyout valued at approximately $24.4 billion, one of the largest in tech history. This move allowed the company to refocus on long-term growth without the pressures of public market scrutiny. In 2016, Dell Technologies was formed after acquiring EMC Corporation for around $67 billion, marking the largest technology acquisition ever at that time. Throughout his career, Michael Dell has been recognized for his business acumen and philanthropic efforts, including contributions to education and global health initiatives through the Michael & Susan Dell Foundation. He continues to lead Dell Technologies, driving innovation in cloud computing, data storage, and cybersecurity.
Dell demonstrated an early interest in technology and business. While a freshman at the University of Texas at Austin, he started a small business upgrading computers from his dorm room. This endeavor ultimately led him to drop out of college at the age of 19 to focus full-time on his startup, initially called PC's Limited. In 1984, with just $1,000 in capital, Dell officially founded his company, which was later renamed Dell Computer Corporation.
Dell's innovative direct-to-consumer sales model allowed the company to offer customized computer systems at competitive prices, leading to rapid growth and success. Under his leadership, Dell became one of the top PC manufacturers globally.
In 2013, Michael Dell took the company private in a leveraged buyout valued at approximately $24.4 billion, one of the largest in tech history. This move allowed the company to refocus on long-term growth without the pressures of public market scrutiny. In 2016, Dell Technologies was formed after acquiring EMC Corporation for around $67 billion, marking the largest technology acquisition ever at that time.
Throughout his career, Michael Dell has been recognized for his business acumen and philanthropic efforts, including contributions to education and global health initiatives through the Michael & Susan Dell Foundation. He continues to lead Dell Technologies, driving innovation in cloud computing, data storage, and cybersecurity.
Yvonne McGill is a prominent executive at Dell Technologies Inc., where she has held several critical roles. As one of the company's key leaders, she has been instrumental in driving financial strategy and operations. McGill has served as the Senior Vice President and Chief Financial Officer (CFO) of the Infrastructure Solutions Group (ISG) at Dell Technologies. In this role, she was responsible for overseeing the financial planning and analysis, accounting, and business operations support for the ISG, which is one of Dell's largest business segments. With a strong background in finance, McGill has contributed significantly to Dell's financial health and strategic initiatives. Her leadership has helped navigate complex business challenges, support growth initiatives, and enhance operational efficiencies. Prior to her role as CFO for ISG, she held other senior finance positions at Dell, where she also played a key role in the company's financial integration following major acquisitions. Yvonne McGill's leadership extends beyond finance; she is also known for her commitment to diversity and inclusion initiatives within the company, fostering an inclusive workplace culture. Her contributions have made her an influential figure in Dell Technologies' executive team, and she continues to shape the company's financial and operational strategy with her expertise and vision.
With a strong background in finance, McGill has contributed significantly to Dell's financial health and strategic initiatives. Her leadership has helped navigate complex business challenges, support growth initiatives, and enhance operational efficiencies. Prior to her role as CFO for ISG, she held other senior finance positions at Dell, where she also played a key role in the company's financial integration following major acquisitions.
Yvonne McGill's leadership extends beyond finance; she is also known for her commitment to diversity and inclusion initiatives within the company, fostering an inclusive workplace culture. Her contributions have made her an influential figure in Dell Technologies' executive team, and she continues to shape the company's financial and operational strategy with her expertise and vision.
Jeffrey W. Clarke is a prominent executive in the technology industry, serving as the Vice Chairman and Co-Chief Operating Officer at Dell Technologies Inc. He has been with the company for several decades, playing a significant role in its growth and technological advancements. Clarke joined Dell Technologies in 1987 and has held a variety of leadership positions during his tenure. In his role, Clarke oversees the company's business units and operation functions, ensuring that Dell Technologies remains at the forefront of innovation and efficiency. His responsibilities also include managing the company's end-to-end supply chain operations and digital transformation efforts. Clarke is credited with driving the company's strategic vision and initiatives to enhance customer experiences and expand Dell's product and services portfolio. Jeffrey Clarke has earned a reputation for his leadership skills and deep understanding of the technology industry. He has contributed significantly to Dell's evolution from a PC-centric company to a leader in infrastructure solutions, cloud services, and digital transformation. Under his leadership, Dell Technologies has continued to thrive in a highly competitive market, focusing on areas such as server technology, data storage, and cybersecurity solutions. Clarke is also involved in various industry forums and discussions, contributing insights on technological trends and the future of computing. Clarke holds a Bachelor of Science degree in Economics from the State University of New York at Buffalo. His long-standing dedication to Dell Technologies and his leadership capabilities have made him a pivotal figure in the company's ongoing success.
In his role, Clarke oversees the company's business units and operation functions, ensuring that Dell Technologies remains at the forefront of innovation and efficiency. His responsibilities also include managing the company's end-to-end supply chain operations and digital transformation efforts. Clarke is credited with driving the company's strategic vision and initiatives to enhance customer experiences and expand Dell's product and services portfolio.
Jeffrey Clarke has earned a reputation for his leadership skills and deep understanding of the technology industry. He has contributed significantly to Dell's evolution from a PC-centric company to a leader in infrastructure solutions, cloud services, and digital transformation.
Under his leadership, Dell Technologies has continued to thrive in a highly competitive market, focusing on areas such as server technology, data storage, and cybersecurity solutions. Clarke is also involved in various industry forums and discussions, contributing insights on technological trends and the future of computing.
Clarke holds a Bachelor of Science degree in Economics from the State University of New York at Buffalo. His long-standing dedication to Dell Technologies and his leadership capabilities have made him a pivotal figure in the company's ongoing success.
Richard J. Rothberg serves as the Executive Vice President and General Counsel at Dell Technologies Inc. In his role, he is responsible for the company's global legal department, offering legal counsel, and handling legal matters such as corporate governance, litigation, intellectual property, and mergers and acquisitions. With a strong foundation in corporate law, Rothberg has played a crucial part in shaping Dell's legal strategies and ensuring compliance across the company's operations. Before joining Dell, Rothberg held various senior roles, demonstrating his extensive expertise in managing legal affairs for large-scale technology companies. His comprehensive understanding of corporate law has been instrumental in Dell's strategic endeavors, particularly in navigating complex legal landscapes and supporting the company's growth objectives. Rothberg's leadership and legal acumen have been acknowledged within the industry, making him a key figure in Dell's executive team. His strategic guidance continually supports Dell Technologies' mission in the global technology market.
Before joining Dell, Rothberg held various senior roles, demonstrating his extensive expertise in managing legal affairs for large-scale technology companies. His comprehensive understanding of corporate law has been instrumental in Dell's strategic endeavors, particularly in navigating complex legal landscapes and supporting the company's growth objectives.
Rothberg's leadership and legal acumen have been acknowledged within the industry, making him a key figure in Dell's executive team. His strategic guidance continually supports Dell Technologies' mission in the global technology market.
William F. Scannell is a notable executive at Dell Technologies Inc. He has been serving as the President of Global Sales and Customer Operations. In this role, Scannell is responsible for managing the company's global go-to-market, with a focus on delivering solutions that meet customer needs and drive digital transformation across various industries. Scannell joined EMC in 1986 and held a variety of positions in the company before it was acquired by Dell Technologies. Over the years, he accumulated extensive experience in sales and leadership, which played a crucial role in integrating EMC's operations into Dell. Throughout his career at EMC and Dell, Scannell has been recognized for his strategic vision and ability to foster strong customer relationships. His leadership is considered vital in aligning the company's sales strategies with its broader business goals, ensuring customer satisfaction, and driving revenue growth. Mr. Scannell's dedication to innovation, customer service, and leadership has made him a key figure in the tech industry, contributing significantly to Dell Technologies' success and global reach.
Scannell joined EMC in 1986 and held a variety of positions in the company before it was acquired by Dell Technologies. Over the years, he accumulated extensive experience in sales and leadership, which played a crucial role in integrating EMC's operations into Dell.
Throughout his career at EMC and Dell, Scannell has been recognized for his strategic vision and ability to foster strong customer relationships. His leadership is considered vital in aligning the company's sales strategies with its broader business goals, ensuring customer satisfaction, and driving revenue growth.
Mr. Scannell's dedication to innovation, customer service, and leadership has made him a key figure in the tech industry, contributing significantly to Dell Technologies' success and global reach.
Brunilda Rios is the Executive Vice President and Chief Human Resources Officer at Dell Technologies Inc. In her role, she is responsible for aligning the company’s human resources strategy with its business goals, focusing on talent acquisition, leadership development, diversity and inclusion, and employee engagement to drive Dell's global operations and growth. With extensive experience in the technology sector, Rios has been instrumental in fostering a culture of innovation and collaboration within the company. Her leadership in HR has helped Dell maintain a diverse and dynamic workforce, which is a key component of the company’s commitment to creating a great place to work. Rios joined Dell with a rich background in human resources, having previously held senior HR roles in various multinational corporations. Her expertise spans across building effective teams, implementing strategic HR initiatives, and driving organizational transformation. She is also known for her advocacy of diversity in the workplace and her efforts to mentor women and minorities in the tech industry. Under her leadership, Dell has implemented several initiatives aimed at increasing workforce diversity and promoting an inclusive workplace culture. Brunilda Rios holds a degree in Human Resources Management and has been recognized in the industry for her contributions to the field of HR and her role in shaping modern HR practices.
With extensive experience in the technology sector, Rios has been instrumental in fostering a culture of innovation and collaboration within the company. Her leadership in HR has helped Dell maintain a diverse and dynamic workforce, which is a key component of the company’s commitment to creating a great place to work.
Rios joined Dell with a rich background in human resources, having previously held senior HR roles in various multinational corporations. Her expertise spans across building effective teams, implementing strategic HR initiatives, and driving organizational transformation.
She is also known for her advocacy of diversity in the workplace and her efforts to mentor women and minorities in the tech industry. Under her leadership, Dell has implemented several initiatives aimed at increasing workforce diversity and promoting an inclusive workplace culture.
Brunilda Rios holds a degree in Human Resources Management and has been recognized in the industry for her contributions to the field of HR and her role in shaping modern HR practices.
Michael Zimmerman is an executive at Dell Technologies Inc., where he serves as the Senior Vice President of Corporate Development. In his role, Zimmerman is responsible for leading Dell's mergers, acquisitions, and divestiture activities. He plays a crucial role in shaping the company's strategic direction by identifying and pursuing opportunities for growth and expansion through strategic business deals. Zimmerman has a distinguished background in corporate strategy and finance, with extensive experience in managing complex transactions and driving business growth. Before joining Dell Technologies, he held significant roles in investment banking and corporate development, further honing his skills in overseeing large-scale business operations and financial strategies. His educational background includes a degree from a prestigious institution, which laid the foundation for his career in corporate finance and strategy. Zimmerman's expertise has been instrumental in advancing Dell's business objectives and maintaining its competitive edge in the technology industry.
Zimmerman has a distinguished background in corporate strategy and finance, with extensive experience in managing complex transactions and driving business growth. Before joining Dell Technologies, he held significant roles in investment banking and corporate development, further honing his skills in overseeing large-scale business operations and financial strategies.
His educational background includes a degree from a prestigious institution, which laid the foundation for his career in corporate finance and strategy. Zimmerman's expertise has been instrumental in advancing Dell's business objectives and maintaining its competitive edge in the technology industry.
Geraldine Tunnell is currently a Technology Leadership Development Program Senior Cybersecurity Analyst at Dell Technologies Inc. She began her career at Dell as a Cybersecurity Penetration Testing Summer Analyst and has made significant contributions in her role by developing strategies to identify and mitigate security threats. Geraldine has a strong background in cybersecurity and holds a degree from Vanderbilt University, where she demonstrated leadership as a Hackathon Team Leader. Her expertise includes penetration testing, threat analysis, and information security management. Throughout her tenure at Dell Technologies, Geraldine has been recognized for her ability to enhance cybersecurity infrastructures and ensure robust defenses against potential cyber threats. Her work is instrumental in protecting Dell's vast array of technologies and solutions, contributing to the company's reputation as a leader in technology innovation and security.
Geraldine has a strong background in cybersecurity and holds a degree from Vanderbilt University, where she demonstrated leadership as a Hackathon Team Leader. Her expertise includes penetration testing, threat analysis, and information security management.
Throughout her tenure at Dell Technologies, Geraldine has been recognized for her ability to enhance cybersecurity infrastructures and ensure robust defenses against potential cyber threats. Her work is instrumental in protecting Dell's vast array of technologies and solutions, contributing to the company's reputation as a leader in technology innovation and security.
Dr. Jennifer D. Saavedra is the Chief Human Resources Officer at Dell Technologies Inc. She plays a pivotal role in shaping the company's human resources strategy, culture, and workforce development to align with Dell's broader business objectives. With a strong focus on building a diverse and inclusive workplace, Dr. Saavedra leads initiatives that promote employee engagement, professional growth, and talent retention. Her leadership is characterized by an emphasis on innovation in HR practices and the use of technology to enhance the employee experience. Dr. Saavedra has a rich background in organizational development and a deep understanding of the complexities involved in managing a global workforce. Before joining Dell Technologies, Dr. Saavedra held various leadership roles in human resources at other prominent companies, where she gained invaluable experience in transforming workplace environments and driving change. She holds a Ph.D. and has dedicated her career to understanding and improving the dynamics between people and organizations. Dr. Saavedra is recognized for her expertise in fostering an agile and adaptable workforce that can thrive in the ever-changing tech industry landscape. Her strategic vision and commitment to people-centric leadership have made significant contributions to Dell's status as a leading technology company.
Her leadership is characterized by an emphasis on innovation in HR practices and the use of technology to enhance the employee experience. Dr. Saavedra has a rich background in organizational development and a deep understanding of the complexities involved in managing a global workforce.
Before joining Dell Technologies, Dr. Saavedra held various leadership roles in human resources at other prominent companies, where she gained invaluable experience in transforming workplace environments and driving change. She holds a Ph.D. and has dedicated her career to understanding and improving the dynamics between people and organizations.
Dr. Saavedra is recognized for her expertise in fostering an agile and adaptable workforce that can thrive in the ever-changing tech industry landscape. Her strategic vision and commitment to people-centric leadership have made significant contributions to Dell's status as a leading technology company.
Maya G. McReynolds is a seasoned executive with a notable career in the technology sector. At Dell Technologies Inc., she holds a key leadership position where she spearheads initiatives in corporate strategy and transformation. Her role involves driving Dell's strategic priorities, fostering innovation, and enhancing operational efficiencies across various business units. McReynolds is known for her expertise in navigating complex business landscapes, her strong acumen in digital transformation, and her ability to lead diverse teams. She has contributed significantly to Dell's growth and competitiveness in the global market. Prior to her tenure at Dell, McReynolds gained extensive experience through various roles in other prominent technology firms, where she honed her skills in strategic development and organizational leadership. Her educational background includes advanced degrees in business management and technology. With her dynamic approach and commitment to excellence, McReynolds continues to be a pivotal force in driving Dell Technologies towards future success.
