UPDATE—Aug. 29, 2024: This article has been updated to reflect more recent share price information.
Key Takeaways
- Dell Technologies reports second-quarter results for its fiscal 2025 after the bell Thursday.
- The company's revenue and earnings are expected to grow from the year-ago period.
- Investors are likely watching for signs of improving operating margins for the legacy computing giant.
- Dell could provide updates about its artificial intelligence (AI) opportunity with AI servers.
Dell Technologies (DELL) is set to report second-quarter results for its fiscal 2025 after the bell on Thursday, with investors likely watching for margin improvements and any updates on the company's position in the 澳洲幸运5开奖号码历史查询:artificial intelligence (AI) server market.
Analysts project revenue to grow to $24.18 billion from $22.93 billion reported the year prior, according to estimates compiled by Visible Alpha. Net income is expected to be $871.01 million, or $1.15 per share, gaining from the year-ago period, but falling sequentially.
Analyst Estimates for Q2 2025 | Q1 2025 | Q2 2024 | |
Revenue | $24.18 billion | $22.24 billion | $22.93 billion |
Diluted Earnings Per Share | $1.15 | $1.32 | 63 cents |
Net Income | $871.01 million | $955 million | $455 million |
Key Metrics: Operating Margins in Focus
Investors likely will be monitoring Dell's margins after the company's 澳洲幸运5开奖号码历史查询:first-quarter results showed a double-digit decline in 澳洲幸运5开奖号码历史查询:operating income, despite strong demand for AI servers.
Analysts expect opeꦰrating income to be $1.27 billion, deri🌞ved from an estimated $24.18 in revenue.
Dell could provide investors with updates Thursday about the company's efforts to support margin improvement to ease their worries about 澳洲幸运5开奖号码历史查询:margin pressures. The company could accelerate cost-cutting efforts to improve margins, similar to its peers like Intel (INTC) and Cisco (CSCO).
Business Spotlight: AI Server Opportunity
Despite concerns about margin pressure affecting the legacy computing company, some analysts 澳洲幸运5开奖号码历史查询:have highlighted Dell's potential to gain from increa✤sed demand fo✤r AI server hardware.
Bank of America analysts said last week that "although AI server deals remain lumpy (size & timing)," Dell's management "remains confident in the pipeline and focused on balancing orders, backlog, and shipments growth," a positive indicator for the company's AI opportunity.
The analysts said they "remain confident" in the Dell story despite recent 澳洲幸运5开奖号码历史查询:volatility in the stock, writing, "the fu🐬ndamentals of t꧃he stock are strong."
Dell shares were little changed in Thursday afternoon trading, ahead of the company's earnings release. The stock has gained about 46% from the start of the year.
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