• Reported GAAP EPS of $5.30 up 281.29% YoY • Reported revenue of $43.84B up 87.54% YoY • Dell Technologies expects full-year FY27 revenue between $165B and $169B, up 47% at midpoint, and full-year AI-Optimized Servers revenue to be roughly $60B, up 144%.
Bullish
Dell Technologies delivered record Q1 FY27 revenue and EPS, driven by strong AI orders and server revenue, alongside significant growth in both Infrastructure Solutions and Client Solutions Groups.
Bearish
Dell Technologies experienced a decline in gross margin percentage, while facing risks from competitive pressures and dependence on third-party and single-source suppliers.