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Dell Technologies | 10-Q: Q1 2025 Earnings Report

Dell Technologies | 10-Q: Q1 2025 Earnings Report

戴尔科技 | 10-Q：2025财年一季报
美股SEC公告 ·  2024/06/12 04:08

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Dell Technologies reported Q1 FY2025 revenue of $22.2 billion, up 6% year-over-year, driven by 22% growth in Infrastructure Solutions Group revenue to $9.2 billion on strong AI-optimized server demand. Servers and networking revenue surged 42% while storage revenue remained flat at $3.8 billion. Client Solutions Group revenue was steady at $12 billion.Operating income declined 14% to $920 million as gross margin contracted to 21.6% from 24% due to competitive pricing and shift toward AI servers. Operating expenses decreased 2% to $3.9 billion reflecting disciplined cost management. The company recorded a $408 million income tax benefit, helping net income rise 65% to $955 million.Cash flow from operations was $1 billion, down from $1.8 billion last year. Dell repurchased 6.7 million shares for $700 million and paid $316 million in dividends during the quarter. The company raised its quarterly dividend by 20% to $0.445 per share and expects continued revenue growth in FY2025, driven by AI server demand and an anticipated PC refresh cycle.
Dell Technologies reported Q1 FY2025 revenue of $22.2 billion, up 6% year-over-year, driven by 22% growth in Infrastructure Solutions Group revenue to $9.2 billion on strong AI-optimized server demand. Servers and networking revenue surged 42% while storage revenue remained flat at $3.8 billion. Client Solutions Group revenue was steady at $12 billion.Operating income declined 14% to $920 million as gross margin contracted to 21.6% from 24% due to competitive pricing and shift toward AI servers. Operating expenses decreased 2% to $3.9 billion reflecting disciplined cost management. The company recorded a $408 million income tax benefit, helping net income rise 65% to $955 million.Cash flow from operations was $1 billion, down from $1.8 billion last year. Dell repurchased 6.7 million shares for $700 million and paid $316 million in dividends during the quarter. The company raised its quarterly dividend by 20% to $0.445 per share and expects continued revenue growth in FY2025, driven by AI server demand and an anticipated PC refresh cycle.
戴尔科技报告，在 2025 财年第一季度营业收入净增 6%，特别是来自人工智能优化服务器方案的制造行业解决方案集团（ISG）净营收增长。但是，公司面临激烈的价格竞争环境，ISG 和客户解决方案集团（CSG）的毛利率表现受到影响。由于商业和消费品的减少，运营利润和非 GAAP 运营利润分别下降了 14% 和 8%。净收入增长了 65%，达到 955,000,000 美元，主要归因于所得税优惠。公司业务发展标志着人工智能的进步，并出现了对人工智能优化解决方案的需求增加。戴尔的供应链运作高效，输入成本下降。广联公司通过收购威睿公司，改变了戴尔与威睿公司的关系，影响了其他业务的营业收入。戴尔预计，财年...展开全部
戴尔科技报告，在 2025 财年第一季度营业收入净增 6%，特别是来自人工智能优化服务器方案的制造行业解决方案集团（ISG）净营收增长。但是，公司面临激烈的价格竞争环境，ISG 和客户解决方案集团（CSG）的毛利率表现受到影响。由于商业和消费品的减少，运营利润和非 GAAP 运营利润分别下降了 14% 和 8%。净收入增长了 65%，达到 955,000,000 美元，主要归因于所得税优惠。公司业务发展标志着人工智能的进步，并出现了对人工智能优化解决方案的需求增加。戴尔的供应链运作高效，输入成本下降。广联公司通过收购威睿公司，改变了戴尔与威睿公司的关系，影响了其他业务的营业收入。戴尔预计，财年 2025 年需求环境将得到改善，营业收入增长预计将由 ISG 和 CSG 推动。公司仍专注于执行战略优先事项、严谨的成本管理和利用科技简化业务流程。戴尔与威睿公司的关系随着威睿公司被广联公司收购而发生了变化，戴尔终止了与威睿公司的商业框架协议。戴尔继续将某些 VM ware 产品和服务整合到其提供的解决方案中。戴尔科技在 IT 基础设施市场中处于有利位置，专注于人工智能和云原生应用。公司的灵活消费模式预计将加强客户关系并增加重复收入。戴尔科技资本将继续评估在新兴技术领域的战略投资机会。

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