Dell Technologies reported its fiscal Q1 2025 earnings, revealing a mixed set of results as booming demand for AI-optimized servers lifted revenue above expectations, while earnings per share came in below consensus.
Q1 2025 Results:
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Adjusted EPS: $1.55 (missed vs. $1.69 estimate)
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Revenue: $23.38 billion (beat vs. $23.14 billion estimate)
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Dell highlighted $12.1 billion in AI server orders, citing “unprecedented demand” in this segment — a key growth driver amid broader enterprise tech shifts.
Forward Guidance:
Dell’s outlook was strong across the board, signaling confidence in continued momentum:
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Q2 EPS (adj.): $2.25 midpoint (vs. $2.09 expected)
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Q2 Revenue: $28.5B–$29.5B (vs. $25.05B expected)
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FY EPS (adj.): $9.40 midpoint (vs. $9.20 expected)
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FY Revenue: $101.0B–$105.0B (vs. $102.82B expected)
Despite the EPS miss, Dell’s robust top-line performance and bullish forward guidance helped ease investor concerns. The standout AI server demand positions Dell as a significant beneficiary in the ongoing AI infrastructure boom.
Shares of Dell are trading higher by 5% on the higher guidance.
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