Dell Technologies (DELL) delivered a blockbuster fiscal second-quarter 2027 performance, significantly exceeding Wall Street expectations as surging demand for artificial intelligence infrastructure fueled growth across its server business.<\/p>\n\n\n\n
Revenue jumped 58% year over year to $47.0 billion, comfortably beating the $44.92 billion consensus estimate. Adjusted earnings per share reached $7.04, versus expectations of $4.91, representing a 203% increase from a year earlier.<\/p>\n\n\n\n
AI infrastructure was the standout. Revenue from AI-optimized servers doubled year over year to a record $16.4 billion, slightly above the $16 billion estimate. Infrastructure Solutions Group revenue surged 89% to $31.8 billion, while traditional servers and networking revenue climbed 122% to $10.5 billion. Storage revenue increased 26% to $4.9 billion.<\/p>\n\n\n\n
Demand indicators were even stronger. Dell booked a record $60.9 billion in AI server orders and ended the quarter with a massive $95 billion backlog.<\/p>\n\n\n\n
Profitability expanded alongside revenue. Operating income increased 204% to $5.4 billion, while net income surged 255% to $4.1 billion. Adjusted free cash flow reached $8.1 billion, up 224% year over year.<\/p>\n\n\n\n
The strength prompted Dell to sharply raise its FY27 outlook. The company now expects $192 billion in revenue, well above the $172.67 billion consensus estimate and its previous $167 billion forecast. Dell also raised expected AI-optimized server revenue from $60 billion to $74 billion and adjusted EPS guidance from $17.90 to $25.50.<\/p>\n\n\n\n
For the third quarter, Dell expects approximately $49 billion in revenue, significantly above Wall Street\u2019s $41.42 billion estimate.<\/p>\n\n\n\n
\u201cWith AI momentum accelerating and our opportunity expanding across the portfolio, we\u2019re raising our full-year FY27 revenue outlook by $25 billion to $192 billion,\u201d management said.<\/p>\n\n\n\n
Dell\u2019s results reinforce its increasingly important position in the global AI infrastructure buildout.<\/p>\n","protected":false},"excerpt":{"rendered":"
Dell raises its FY27 revenue outlook to $192 billion as record AI server orders and a $95 billion backlog signal accelerating infrastructure demand. Dell Technologies (DELL) delivered a blockbuster fiscal second-quarter 2027 performance, significantly exceeding Wall Street expectations as surging demand for artificial intelligence infrastructure fueled growth across its server business. Revenue jumped 58% year […]<\/p>\n","protected":false},"author":2,"featured_media":1379,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","jnews-multi-image_gallery":[],"jnews_single_post":[],"jnews_primary_category":[],"jnews_social_meta":[],"jnews_override_counter":[],"jnews_post_split":[]},"categories":[482,361,312,311,310],"tags":[1006,420,421,416,418,417],"coauthors":[454],"_links":{"self":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts\/11138"}],"collection":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/comments?post=11138"}],"version-history":[{"count":1,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts\/11138\/revisions"}],"predecessor-version":[{"id":11139,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts\/11138\/revisions\/11139"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/media\/1379"}],"wp:attachment":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/media?parent=11138"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/categories?post=11138"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/tags?post=11138"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/coauthors?post=11138"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}