DELL Earnings Preview: Grab rewards by guessing the opening price!
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$Dell Technologies (DELL.US)$ is set to release its Q3 FY2025 financial results on November 26 after the bell. Unlock insights with DELL Earnings Hub>>
As of November 22, shares of $Dell Technologies (DELL.US)$ have soared more than +90% this year. Despite the decrease of PC demand, Dell Techonologies has found new growth engines in AI server and data centers. The company has shown strong momentum this year, how would their Q3 FY2025 results go? Subscribe to @Moo Live and book the conference call!
Since its Q2 FY2025 earnings, shares of $Dell Technologies (DELL.US)$ have increased 30.68%.![]()
How will the market react to the upcoming results? Make your guess now!
● An equal share of 5,000 points: For mooers who correctly guess the price range of $Dell Technologies (DELL.US)$ 's opening price at 9:30 ET November 27 (e.g., If 50 mooers make a correct guess, each of them will get 100 points.)
(Vote will close on 9:30 ET November 27)
● Exclusive 300 points: For the writer of the top post on analyzing DELL's earnings prospects.
Read more >> Earnings season insights: understanding earnings reports to capture market opportunities
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1. Rewards will be distributed within 5-7 working days after the result's announcement.
2. Rewards can be used to exchange gifts at the Rewards Club (moomoo app>> Me>> Redeem Points).
3. The selection is based on post quality, originality, and user engagement.
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Lucas Cheah : $Dell Technologies (DELL.US)$ - Earnings Prospects Analysis
1. Enterprise IT Demand
Dell’s Infrastructure Solutions Group (ISG) segment, which includes servers, storage, and networking, has become a key revenue driver as enterprises invest in digital transformation, cloud adoption, and edge computing. With enterprises prioritizing hybrid cloud and edge computing, ISG revenue is expected to grow, supporting Dell’s profitability despite cyclicality in the broader tech market.
2. Decline in PC Market
Dell’s Client Solutions Group (CSG) segment, which includes desktops and laptops, has faced headwinds due to the post-pandemic slowdown in PC demand. While CSG revenue may remain under pressure in the near term, Dell’s strength in commercial PCs, which have higher margins than consumer PCs, helps mitigate some of the impact.
3. Growth in Cloud and Edge Computing
Dell’s APEX platform, which provides cloud-like subscription services for on-premises IT infrastructure, is gaining traction as companies seek flexible and scalable solutions. This aligns with the growing preference for hybrid cloud architectures. The shift to a subscription-based model enhances recurring revenue, improves customer retention, and provides greater earnings visibility over time.
4. Macroeconomic Risks
Dell’s earnings are sensitive to macroeconomic conditions, such as rising interest rates and tightening IT budgets. Economic slowdowns could delay enterprise spending on IT infrastructure and reduce demand for PCs. However, its diversified portfolio across segments and geographies helps mitigate this risk.
In summary, Dell Technologies’ strong foothold in enterprise IT and its focus on subscription-based services provide solid long-term growth potential. While PC market weakness and economic headwinds may impact near-term earnings, its innovation and strategic pivot toward hybrid cloud and edge computing position it well for future opportunities.
104712493 : Dell's earnings performance hinges on a combination of key business drivers and market conditions. Here's a summary of factors that could drive positive earnings:
1. Strong Demand for IT Solutions
Cloud and AI Trends: Growing adoption of cloud computing and artificial intelligence creates demand for Dell's enterprise solutions, including servers, storage, and networking equipment.
Hybrid Work Adoption: Continued demand for remote and hybrid work solutions drives PC sales and peripherals.
2. Enterprise Services Growth
Infrastructure Solutions Group (ISG): A focus on enterprise IT infrastructure, particularly in data centers and edge computing, positions Dell to benefit from corporate digital transformation efforts.
Recurring Revenue: Expansion of software and subscription-based services enhances long-term revenue stability.
3. PC Market Stabilization
Although the PC market has been challenging, stabilization or recovery in consumer and commercial PC demand could bolster earnings, especially in regions with increasing economic activity.
If Dell can effectively capitalize on these factors while managing risks like geopolitical instability and competitive pressures, it is well-positioned to achieve positive earnings momentum.
贤惠的丽贝卡 : Everyone chooses.
Mr Willy from philly : 145-155
New93 : yay
kind Reindeer_4219 : price will drop 10 points
Yuan2020 : The sales effect of major holidays, combined with cooling technology innovation.
nicholas steepleton : trust
oren1061 : solid company. earnings will be good
Markii : Dell to the moon
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