Short answer
Dell Technologies (DELL) filed an 8-K current report with the SEC on September 1, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Fiscal quarter ended July 31, 2026; results announced September 1, 2026.
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AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Fiscal quarter ended July 31, 2026; results announced September 1, 2026
- Earnings details furnished in Exhibit 99.1, requiring review for revenue, profitability, and guidance impacts
Item EX-99.1 · Exhibit EX-99.1
- Q2 FY27 revenue $47.0B, up 58%, with GAAP diluted EPS $6.34, up 273%, signaling exceptional AI-driven growth and operating leverage
- ISG revenue $31.8B, up 89%; AI-optimized servers generated $16.4B, up 100%, while traditional servers and networking rose 122%
- AI server orders reached $60.9B with $95B backlog, supporting visibility but increasing execution and supply-chain dependence
- FY27 revenue guidance raised $25B to $192.0B; AI-optimized server guidance increased to $74.0B, up 200%
- Shareholder returns reached $4.3B; quarterly dividend raised or declared at $0.63 per share payable Oct. 30
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