share_log

Dell Technologies | 10-Q: Q3 2025 Earnings Report

Dell Technologies | 10-Q: Q3 2025 Earnings Report

戴尔科技 | 10-Q：2025财年三季报
美股SEC公告 ·  12/11 05:25

Moomoo AI 已提取核心信息

Dell Technologies reported Q3 FY25 revenue of $24.4 billion, up 10% year-over-year, driven by strong demand for AI-optimized servers. Infrastructure Solutions Group revenue surged 34% to $11.4 billion, with servers and networking revenue up 58%. Client Solutions Group revenue declined 1% to $12.1 billion amid lower consumer demand.Operating income rose 12% to $1.7 billion, while net income increased 12% to $1.1 billion. The company saw continued strong demand for AI-optimized solutions, with elevated backlog levels for such offerings. Gross margin decreased due to a shift towards AI servers and competitive PC pricing, but was offset by disciplined cost management.Dell expects continued strong demand for servers and networking in Q4, projecting ISG revenue growth across AI-optimized and traditional servers. The company anticipates modest CSG revenue growth depending on PC refresh timing. Dell remains focused on executing strategic priorities, building long-term value, and addressing customer needs while making prudent decisions in response to the evolving market environment.
Dell Technologies reported Q3 FY25 revenue of $24.4 billion, up 10% year-over-year, driven by strong demand for AI-optimized servers. Infrastructure Solutions Group revenue surged 34% to $11.4 billion, with servers and networking revenue up 58%. Client Solutions Group revenue declined 1% to $12.1 billion amid lower consumer demand.Operating income rose 12% to $1.7 billion, while net income increased 12% to $1.1 billion. The company saw continued strong demand for AI-optimized solutions, with elevated backlog levels for such offerings. Gross margin decreased due to a shift towards AI servers and competitive PC pricing, but was offset by disciplined cost management.Dell expects continued strong demand for servers and networking in Q4, projecting ISG revenue growth across AI-optimized and traditional servers. The company anticipates modest CSG revenue growth depending on PC refresh timing. Dell remains focused on executing strategic priorities, building long-term value, and addressing customer needs while making prudent decisions in response to the evolving market environment.
戴尔科技报告了2025财年第三季度营业收入为244亿，同比增长10%，主要得益于对人工智能优化服务器的强劲需求。制造行业解决方案组营业收入激增34%，达到114亿，服务器和网络收入增长58%。客户端解决方案组的营业收入下降1%，降至121亿，原因是消费需求降低。营业收入增长12%，达到17亿，而净利润增长12%，达到11亿。该公司看到对人工智能优化解决方案的持续强劲需求，相关产品的订单积压水平保持在高位。毛利率因转向人工智能服务器和竞争性的个人电脑定价而下降，但被严格的成本管理所抵消。戴尔预计在第四季度对服务器和网络的持续强劲需求，预测制造行业在人工智能优化和传统服务器方面的收入增长。公司预计客户端解决方案的收入 modestly 增长，取决于个人电脑的更新时机。戴尔仍然专注于执行战略优先事项，创造长期价值，并满足客户需求，同时在应对不断变化的市场环境时做出谨慎的决策。
戴尔科技报告了2025财年第三季度营业收入为244亿，同比增长10%，主要得益于对人工智能优化服务器的强劲需求。制造行业解决方案组营业收入激增34%，达到114亿，服务器和网络收入增长58%。客户端解决方案组的营业收入下降1%，降至121亿，原因是消费需求降低。营业收入增长12%，达到17亿，而净利润增长12%，达到11亿。该公司看到对人工智能优化解决方案的持续强劲需求，相关产品的订单积压水平保持在高位。毛利率因转向人工智能服务器和竞争性的个人电脑定价而下降，但被严格的成本管理所抵消。戴尔预计在第四季度对服务器和网络的持续强劲需求，预测制造行业在人工智能优化和传统服务器方面的收入增长。公司预计客户端解决方案的收入 modestly 增长，取决于个人电脑的更新时机。戴尔仍然专注于执行战略优先事项，创造长期价值，并满足客户需求，同时在应对不断变化的市场环境时做出谨慎的决策。
有用
没用

该公告为独立文件：

独立文件1  查看翻译

独立文件2  查看翻译

独立文件3  查看翻译

独立文件4  查看翻译

独立文件5  查看翻译

独立文件6  查看翻译

声明：本内容仅用作提供资讯及教育之目的，不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    热议
    美股
    股票代码最新价涨跌幅

    暂无数据

    资讯热榜
    更新时间