$DELL (-1,17 %) Q3 Earnings Highlights:

🔹 EPS: $2.15 (Est. $2.07) 🟢; UP +16% YoY

🔹 Revenue: $24.4B (Est. $24.66B) 🔴; UP +10% YoY

🔹 Operating Income: $1.7B (UP +12% YoY)

🔹 Non-GAAP Operating Income: $2.2B (UP +12% YoY)

🔹 Non-GAAP Diluted EPS: $2.15 (Est. $2.07) 🟢; UP +14% YoY

Q3 Segment:

Infrastructure Solutions Group (ISG):

🔹 Revenue: $11.4B (Est. $11.38B) 🟡; UP +34% YoY

🔹 Servers and Networking Revenue: $7.4B (Est. $7.62B) 🔴; UP +58% YoY

🔹 Storage Revenue: $4.0B (Est. $3.80B) 🟢; UP +4% YoY

🔸 Operating Income: $1.5B; UP +41% YoY

🔸 Operating Margin: 13.3% (Est. 12.4%) 🟢

Client Solutions Group (CSG):

🔹 Revenue: $12.1B (Est. $12.36B) 🔴; DOWN -1% YoY

🔹 Commercial Revenue: $10.1B (Est. $10.46B) 🔴; UP +3% YoY

🔹 Consumer Revenue: $2.0B (Est. $1.95B) 🟡; DOWN -18% YoY

🔸 Operating Income: $694M; DOWN -25% YoY

🔸 Operating Margin: 5.7% (Est. 6.4%) 🔴

Key Metrics:

🔹 Combined ISG and CSG Revenue: $23.5B; UP +13% YoY

🔹 AI Server Order Demand: $3.6B, pipeline growth +50%

Cash and Financial Health:

🔹 Cash Flow from Operations: $1.6B

🔹 Ending Cash and Investments: $6.6B

CEO and Executive Commentary:

🔸 CFO Yvonne McGill: "Our continued focus on profitability resulted in EPS growth outpacing revenue growth, with strong cash performance."

🔸 COO Jeff Clarke: "Interest in our portfolio is at an all-time high, with record AI server order demand and robust opportunities in AI growth."