Dell reported fiscal 2026 revenue of $113.5 billion and nine-month FY2026 revenue of $80.2 billion. The thesis turns on AI server demand, infrastructure margin quality, PC cyclicality, working capital and debt reduction.
References
Sources used in this report
SEC datasetSEC company tickers exchange datasetRetrieved 2026-05-19 · Issuer identity, ticker, exchange and CIK.SEC APISEC submissions APIRetrieved 2026-05-19 · Company identity, filing chronology and filing metadata.SEC XBRL APISEC companyfacts APIRetrieved 2026-05-19 · XBRL financial statement baseline.Annual reportDell Technologies Inc. annual report2026-03-16 · Annual business, risk and financial baseline.Quarterly reportDell Technologies Inc. latest quarterly report2025-12-09 · Latest interim financial baseline.Current reportDell Technologies Inc. Form 8-K2026-04-20 · Recent company filing chronology.Proxy statementDell Technologies Inc. proxy statement2026-05-15 · Governance and incentive context.