Dell Earnings Date: When Does DELL Report?
Find Dell's next earnings date, analyst estimates, and historical results. DELL reports quarterly after market close with ISG and CSG segment details.
Next DELL Earnings Date: [DATE] (Estimated) After Market Close (AMC) | Approximately 4:00–4:30 PM ET Last Updated: [LAST_UPDATED_DATE]
This date has not yet been confirmed by Dell's Investor Relations team. Check Dell's Investor Relations page for official confirmation.
Dell Technologies Inc. (NYSE: DELL) is next expected to report quarterly earnings on [DATE], after market close. Dell Technologies reports earnings four times per year, each time after the NYSE regular session closes at 4:00 PM Eastern Time. For the most current confirmed earnings date, check Dell's Investor Relations page.
Upcoming DELL Earnings: What Analysts Expect
As of [LAST_UPDATED_DATE], Wall Street analysts expect Dell Technologies (NYSE: DELL) to report Non-GAAP EPS of approximately $[X.XX] and total revenue of approximately $[XX.X] billion for fiscal Q[X] FY[YEAR] ([calendar period]). The consensus estimate below is sourced from the Nasdaq.com DELL earnings page and is subject to revision as analysts update their models.
| Metric | Consensus Estimate | Type | Source | As of |
|---|---|---|---|---|
| EPS | $[X.XX] | Non-GAAP (Adjusted) | Nasdaq.com | [DATE] |
| EPS | $[X.XX] | GAAP | Nasdaq.com | [DATE] |
| Revenue | $[XX.X] billion | Total Net Revenue | Nasdaq.com | [DATE] |
| YoY Revenue Growth | [X.X]% | Estimated | Nasdaq.com | [DATE] |
| Analysts Contributing | [XX] | Consensus count | Nasdaq.com | [DATE] |
| Estimate Revision Trend | [Up/Down] | Past 30 days | Nasdaq.com | [DATE] |
These are analyst consensus estimates and are not guarantees of future results. For the most current figures, check the Nasdaq.com DELL earnings page directly before the report date.
EPS and Revenue Consensus Estimates
Dell reports two EPS figures each quarter: GAAP EPS and Non-GAAP adjusted EPS (earnings per share, excluding stock-based compensation and acquisition-related charges). Analyst consensus estimates are set against the Non-GAAP figure, which is the benchmark used to determine whether Dell beat or missed expectations.
The consensus Non-GAAP EPS estimate, sourced from Nasdaq.com as of [LAST_UPDATED_DATE], is $[X.XX] per share. The GAAP EPS estimate is $[X.XX] per share, which is lower than Non-GAAP in most quarters due to stock-based compensation charges and amortization from legacy acquisitions. Always confirm which figure a source is referencing before drawing a beat/miss conclusion, since comparing GAAP results to a Non-GAAP consensus produces a misleading comparison.
Analysts currently expect Dell to report revenue of $[XX.X] billion for fiscal Q[X] FY[YEAR], representing approximately [X.X]% year-over-year growth. [XX] analysts contribute to the current consensus, and the revision trend over the past 30 days has been [upward/downward].
Investors who also track the informal "whisper number" (an unofficial, crowd-sourced buy-side EPS estimate that occasionally diverges from Wall Street consensus) can monitor the DELL figure on the EarningsWhispers DELL page.
Why Dell's Guidance Often Matters More Than the Results
Dell management's forward guidance for the next quarter regularly moves DELL stock more than the reported quarter's EPS results. Dell typically provides both revenue guidance and EPS guidance as a range, not a single-point estimate, issued on the earnings call and in the earnings press release.
The market compares Dell's guidance range to the existing analyst consensus for the following quarter. When guidance exceeds consensus (a guidance beat), DELL stock tends to rise even if the reported quarter's results were in line with expectations. When guidance falls short of consensus (a guidance miss), the stock can decline even when Dell reported strong EPS for the current quarter.
An earnings surprise (the percentage difference between actual Non-GAAP EPS and the consensus estimate, calculated as: actual minus estimate divided by estimate, multiplied by 100) is one signal investors track, but guidance is the more market-sensitive data point in most Dell reporting cycles.
Key Themes to Watch in Dell's Next Earnings Report
Dell Technologies has beaten adjusted Non-GAAP EPS estimates in [X] of the last [Y] quarters (as of [LAST_UPDATED_DATE], per Dell Technologies Investor Relations and Nasdaq.com). Two segments drive results in each cycle: the Infrastructure Solutions Group and the Client Solutions Group.
Infrastructure Solutions Group (ISG): The Primary Growth Driver
The Infrastructure Solutions Group (ISG), Dell's server and storage infrastructure segment (which also includes networking), is the metric analysts watch most closely in each earnings release. ISG revenue and operating margin are the most closely tracked figures for DELL stock, and strong ISG results have historically correlated with positive after-hours price reactions.
In fiscal Q[X] FY[YEAR] ([calendar period]), Dell reported ISG revenue of $[XX.X] billion, representing approximately [X]% year-over-year growth, per Dell Technologies Investor Relations. Analysts tracking the current quarter expect ISG revenue of approximately $[XX.X] billion, based on consensus estimates available as of [LAST_UPDATED_DATE].
AI server demand is the primary narrative driving ISG growth. Dell manufactures and sells AI-optimized servers to enterprises and cloud providers building AI infrastructure. AI server order backlog, fulfillment rates, and ISG revenue growth rate are the data points most likely to move DELL stock on earnings day. Dell is one of several major server OEM integrators of NVIDIA GPU-based systems (including H100 and H200 configurations), alongside HPE, Lenovo, Supermicro, and others. Demand for these NVIDIA-powered systems has driven Dell's ISG revenue growth since fiscal year 2024.
Investors tracking DELL ahead of earnings typically watch ISG revenue growth rate and ISG operating margin as the two figures that set the tone for the stock's after-hours reaction.
Client Solutions Group (CSG): PC Market Outlook
The Client Solutions Group (CSG), Dell's PC and peripherals segment, generates more total revenue than ISG in most quarters but operates at lower margins and grows more slowly. CSG includes commercial and consumer laptops, desktops, monitors, and related accessories. Alienware gaming PCs and consumer monitors are sub-brands within CSG, not separate reporting segments.
CSG performance is driven by PC market demand cycles, Windows refresh activity, and enterprise hardware replacement schedules. PC market normalization following the pandemic-era upgrade surge has created headwinds for CSG revenue since fiscal year 2023. Dell's CSG results are frequently compared against HP Inc. (NYSE: HPQ), which operates a similar PC-focused segment and reports on a comparable fiscal cycle.
In fiscal Q[X] FY[YEAR] ([calendar period]), Dell reported CSG revenue of $[XX.X] billion, per Dell Technologies Investor Relations. CSG performance is worth monitoring, but ISG remains the primary driver of DELL stock price reaction in current earnings cycles.
Dell Historical Earnings Dates and Results
Most Recent Quarter: Fiscal Q[X] FY[YEAR] ([calendar period]) Report Date: [DATE] Non-GAAP EPS: $[X.XX] vs. consensus $[X.XX]. Beat by $[X.XX] ([+X.X%]) Revenue: $[XX.X] billion vs. consensus $[XX.X] billion. Beat/Miss by $[X.X] billion ([+/-X.X%]) Key Guidance: Dell management projected fiscal Q[X+1] revenue of $[XX.X]–$[XX.X] billion and Non-GAAP EPS of $[X.XX]–$[X.XX]. Source: Dell Technologies Investor Relations
Dell Technologies has beaten adjusted Non-GAAP EPS estimates in [X] of the last [Y] quarters, based on the historical data below (as of [LAST_UPDATED_DATE]). Note that a positive EPS surprise does not guarantee a stock price increase. When forward guidance disappoints analyst expectations, DELL stock can decline even after a quarterly beat.
The table below shows Dell's earnings history across the past eight fiscal quarters. Non-GAAP EPS is used for all beat/miss calculations. Non-GAAP EPS excludes stock-based compensation and acquisition-related amortization charges. Always verify figures against Dell's original earnings press releases at Dell's Investor Relations page.
| Fiscal Quarter | Report Date | EPS Est. (Non-GAAP) | Actual EPS (Non-GAAP) | EPS Surprise % | Revenue Est. | Actual Revenue | Rev. Surprise % | Result |
|---|---|---|---|---|---|---|---|---|
| FQ4 FY2025 (Nov '24–Jan '25) | Feb 4, 2025 | $2.53 | $2.68 | +5.9% | $24.6B | $23.9B | -2.8% | Beat (EPS) |
| FQ3 FY2025 (Aug–Oct '24) | Nov 26, 2024 | $2.06 | $2.15 | +4.4% | $24.7B | $24.4B | -1.2% | Beat |
| FQ2 FY2025 (May–Jul '24) | Aug 29, 2024 | $1.71 | $1.89 | +10.5% | $24.0B | $25.0B | +4.2% | Beat |
| FQ1 FY2025 (Feb–Apr '24) | May 30, 2024 | $1.27 | $1.27 | 0.0% | $21.7B | $22.2B | +2.3% | In Line |
| FQ4 FY2024 (Nov '23–Jan '24) | Mar 1, 2024 | $2.02 | $2.20 | +8.9% | $22.2B | $22.3B | +0.5% | Beat |
| FQ3 FY2024 (Aug–Oct '23) | Nov 30, 2023 | $1.45 | $1.72 | +18.6% | $22.9B | $22.3B | -2.6% | Beat |
| FQ2 FY2024 (May–Jul '23) | Aug 31, 2023 | $1.14 | $1.74 | +52.6% | $20.9B | $22.9B | +9.6% | Beat |
| FQ1 FY2024 (Feb–Apr '23) | May 25, 2023 | $1.00 | $1.31 | +31.0% | $20.7B | $20.9B | +1.0% | Beat |
Sources: Dell Technologies Investor Relations, Nasdaq.com. Non-GAAP EPS is used for beat/miss calculation. Non-GAAP EPS excludes stock-based compensation and acquisition-related charges. Verify all figures against Dell's official earnings press releases before any investment decision. This table is updated within 24 hours of each Dell earnings release.
Dell's Fiscal Year Calendar Explained
Dell Technologies' fiscal year ends in late January or early February, not December 31. This means Dell's fiscal quarters cover different calendar periods than standard calendar quarters, which is the most common source of confusion when searching for Dell earnings dates.
Dell reports earnings four times per year, once per fiscal quarter, in alignment with this non-calendar fiscal year structure.
Dell's fiscal quarter to calendar period mapping:
| Fiscal Quarter | Calendar Period Covered | Typical Report Window | FY2026 Date | Status |
|---|---|---|---|---|
| FQ1 FY2026 | February – April 2025 | Late May / Early June 2025 | May 29, 2025 | Confirmed |
| FQ2 FY2026 | May – July 2025 | Late August / Early September 2025 | Aug 28, 2025 | Confirmed |
| FQ3 FY2026 | August – October 2025 | Late November 2025 | Nov 25, 2025 | Confirmed |
| FQ4 FY2026 | November 2025 – January 2026 | Late February / Early March 2026 | [DATE] (Estimated) | Estimated |
Source: Dell Technologies Investor Relations. Confirmed dates sourced from Dell IR press releases and SEC 8-K filings. Estimated dates are based on Dell's historical year-over-year reporting pattern.
Dell's fiscal year-end was structured around enterprise IT budget cycles, which typically close in early calendar year. Enterprise customers finalize hardware budgets in January, making this a natural fiscal year-end for a company that generates a large portion of its revenue from enterprise technology infrastructure. This means Dell's fiscal Q4 covers November through January, and the full-year results report in late February or early March rather than January.
For the 2025 calendar year, the relevant Dell earnings dates fall within fiscal year FY2026: FQ1 reported in late May, FQ2 in late August, FQ3 in late November, and FQ4 in late February or early March of 2026.
For the 2026 calendar year, Dell's FQ4 FY2026 report and the first three quarters of FY2027 will fall across the calendar year. These dates have not yet been confirmed by Dell IR. Based on Dell's historical reporting pattern, the FY2027 windows are: FQ1 in late May/early June 2026, FQ2 in late August 2026, FQ3 in late November 2026, and FQ4 in late February/early March 2027. All forward dates labeled "(Estimated)" above should be verified against Dell's Investor Relations page.
Investors who search for "Dell Q4 earnings date" expecting a date in January will find the actual report falls in late February or early March. That offset exists because Dell's fiscal Q4 does not end until late January, and the earnings press release follows approximately three to four weeks after the fiscal quarter closes.
How Dell Earnings Affect DELL Stock Price
DELL stock typically begins reacting to earnings results within minutes of Dell's press release, which arrives after market close at approximately 4:00–4:30 PM Eastern Time. The sequence of events on earnings day follows a consistent pattern:
- 4:00 PM ET: The NYSE regular trading session closes. DELL shares stop trading on the primary exchange.
- 4:00–4:30 PM ET: Dell issues its quarterly earnings press release, posting results to Dell's Investor Relations page and filing an 8-K with the SEC simultaneously.
- After-hours session (4:00–8:00 PM ET): DELL shares begin trading in the extended-hours session. Stock price movement reflects the market's initial reaction to reported EPS and revenue, plus any forward guidance included in the press release.
- 4:30–5:00 PM ET: Dell's earnings call begins. CEO Michael Dell, COO Jeff Clarke, and the CFO present prepared remarks followed by a Q&A session with Wall Street analysts. Guidance issued on the call can extend or reverse the initial after-hours price move.
- Pre-market session (4:00–9:30 AM ET, next morning): Price movement continues as investors and analysts digest the full results and transcript.
- Regular session open: The NYSE opens and DELL trades at the price the market determines based on the full information set from the prior evening.
After-hours and pre-market trading sessions carry lower volume and wider bid-ask spreads than the regular session. Price moves in extended hours can exceed what the stock ultimately closes at the following day, because they reflect a thinner, less liquid market. Investors tracking after-hours moves should treat them as an indication of sentiment, not a final price.
Dell management's forward guidance issued on the earnings call often carries more weight on DELL stock price than the reported quarter's EPS figure. Past quarters show that when Dell issued below-consensus guidance, DELL stock declined in after-hours trading despite meeting or exceeding EPS consensus. Investors tracking DELL ahead of earnings may wish to review historical beat/miss data, current consensus estimates, recent guidance trends, and historical post-earnings move magnitude as data inputs for their own analysis. Based on data tracked via Market Chameleon, DELL stock has moved an average of approximately [X]% (up or down) on earnings day over the past eight quarters.
Earnings results also prompt analysts to revise their forward EPS models, which can shift the stock's price-to-earnings valuation (the forward P/E ratio, calculated as current stock price divided by next twelve months estimated EPS) in either direction.
This content is informational only and does not constitute investment advice.
How to Access Dell's Earnings Call
Dell's earnings call webcast is available free on Dell's Investor Relations page, typically posted two to three days before each report date. Each call runs approximately 60 to 90 minutes in total, with prepared remarks from CEO Michael Dell, COO Jeff Clarke, and the CFO (approximately 20 to 30 minutes), followed by a Q&A session with Wall Street analysts (approximately 30 to 45 minutes).
To access the live webcast:
- Go to Dell's Investor Relations page.
- Navigate to "Events & Presentations" on the IR page.
- Click the webcast link for the upcoming quarterly earnings call. Dell posts this link two to three days before the scheduled earnings date.
- Join at least five minutes before the scheduled start time. The live call begins approximately 30 to 60 minutes after Dell issues its press release, typically at 4:30–5:00 PM ET on earnings day.
- No registration or payment is required to listen to the live webcast.
To find the replay:
- Return to Dell's Investor Relations page after the call concludes.
- Navigate to "Events & Presentations."
- The replay link appears in the same location as the live webcast link, typically within 24 hours of the call's conclusion. Replays remain accessible on the IR page for approximately 30 days.
Transcript sources:
- Dell's Investor Relations page (official version; posted within 24 to 48 hours): investors.delltechnologies.com
- Seeking Alpha DELL earnings transcripts (free; typically available within 24 hours; may contain minor transcription errors)
- The Motley Fool (free; typically available within 24 to 48 hours)
- Bloomberg Terminal / FactSet (institutional subscribers; same-day access)
Dell files a formal 10-Q (for fiscal Q1 through Q3) or 10-K (for fiscal Q4 and the full fiscal year) with the SEC through EDGAR (CIK 0001571123) approximately one to three weeks after the earnings press release date. Phone dial-in numbers are quarter-specific and should be sourced from Dell's Investor Relations page for each individual call.
Where to Find and Track Dell's Official Earnings Date
Dell's Investor Relations page at investors.delltechnologies.com is the only primary source for confirmed earnings dates. All third-party data providers derive their date information from Dell's official press releases, 8-K filings, and IR page updates. Third-party earnings calendars may display an estimated date before Dell officially confirms, which is useful for planning but should always be cross-referenced with the IR page.
Authoritative sources for Dell's earnings date (in order of authority):
- Dell's Investor Relations page. Primary source. Confirmed dates appear under "Events & Presentations" after Dell issues an official announcement.
- Nasdaq.com DELL earnings page. Shows confirmed and estimated dates plus consensus estimates. Updated when Dell files an 8-K or issues a press release.
- SEC EDGAR 8-K filings (CIK 0001571123). Search Dell's SEC EDGAR filings for the 8-K that announces the earnings date.
- MarketBeat DELL earnings page. Tracks confirmed and estimated dates, analyst ratings, and post-earnings stock data.
- EarningsWhispers DELL page. Tracks the consensus estimate alongside the informal whisper number, with a countdown timer to the next report.
Dell files an 8-K with the SEC on or shortly after the earnings date, containing the full earnings press release as an exhibit. The 10-Q (fiscal Q1–Q3) or 10-K (full year) is filed one to three weeks later with complete audited financials.
How to Set Up Dell Earnings Date Alerts
Investors can receive automatic notification when Dell confirms its next earnings date through four primary channels.
- Dell IR email alerts: Visit investors.delltechnologies.com and sign up for email notifications via the IR page's alert or subscription feature. Dell sends direct email notifications when it announces earnings dates and posts new press releases.
- MarketBeat watchlist alerts: Add DELL to a watchlist on the MarketBeat DELL earnings page and configure earnings date confirmation alerts. MarketBeat sends notifications when a company confirms its next reporting date.
- Brokerage platform earnings alerts: Fidelity, Charles Schwab, and TD Ameritrade all include earnings alert features within their research and watchlist tools. Adding DELL to a brokerage watchlist typically enables automatic notification when an earnings date is confirmed or updated.
- EarningsWhispers push notifications: The EarningsWhispers app offers push notifications for DELL earnings date updates, available for iOS and Android via the EarningsWhispers DELL page.
How to Estimate Dell's Earnings Date Before It's Confirmed
Dell's quarterly earnings dates follow a consistent year-over-year pattern, typically falling within one to two weeks of the prior year's equivalent report date for the same fiscal quarter. This consistency makes prior-year dates a reliable baseline estimate for planning purposes.
To estimate an unconfirmed date:
- Identify the prior fiscal year's report date for the same fiscal quarter. For example, if FQ3 FY2025 reported on November 26, 2024, then FQ3 FY2026 is likely to report in the same late November window.
- Monitor Dell's Investor Relations page for 8-K filings, which serve as the official confirmation trigger. The date becomes confirmed the moment Dell files that 8-K or posts an announcement on the IR page.
- Reference third-party earnings calendars such as Nasdaq.com and MarketBeat, plus EarningsWhispers for whisper number context. These sites flag dates as "estimated" when working from historical patterns, which signals the date is a projection rather than a confirmed fact.
Any date on this page labeled "(Estimated)" uses this year-over-year methodology. Estimated dates are not confirmed by Dell's Investor Relations team and are subject to change.
Frequently Asked Questions About Dell Earnings
Dell investors frequently ask about earnings schedule, results, fiscal calendar, and call access. The answers below address each question as a standalone response.
When does Dell Technologies report quarterly earnings?
Dell Technologies reports quarterly earnings four times per year, approximately three to four weeks after each fiscal quarter closes. Because Dell's fiscal year ends in late January, its reporting windows are: fiscal Q1 in late May or early June, fiscal Q2 in late August or early September, fiscal Q3 in late November, and fiscal Q4 in late February or early March.
Does Dell report earnings before or after market hours?
Dell Technologies consistently reports earnings after market close (AMC), typically issuing its quarterly press release between 4:00 and 4:30 PM Eastern Time on the report date. The earnings call begins approximately 30 to 60 minutes after the press release, usually at 4:30–5:00 PM ET. Initial stock price reaction occurs in the after-hours trading session before the next regular NYSE market open.
What is Dell's fiscal year end date?
Dell Technologies' fiscal year ends in late January or early February, not December 31 like many companies. For example, Dell's fiscal year 2026 ended on January 31, 2026. This non-calendar fiscal year means Dell's quarterly earnings dates do not align with standard calendar quarter-end dates, which causes confusion when searching for specific quarterly report dates.
What are analysts expecting for Dell earnings this quarter?
As of [LAST_UPDATED_DATE], Wall Street analysts expect Dell to report Non-GAAP EPS of approximately $[X.XX] and total revenue of approximately $[XX.X] billion for fiscal Q[X] FY[YEAR] ([calendar period]), per Nasdaq.com. These are consensus estimates compiled from [XX] analysts and are subject to revision. This content is informational only and does not constitute investment advice.
Has Dell beaten earnings estimates recently?
Dell Technologies has beaten analyst consensus Non-GAAP EPS estimates in [X] of the last [Y] quarters, per Dell Technologies Investor Relations and Nasdaq.com. Quarter-by-quarter beat and miss detail appears in the historical earnings table above. Note that a positive EPS surprise does not guarantee a stock price increase. DELL can decline after a beat if forward guidance falls short of analyst expectations. This content is informational only and does not constitute investment advice.
What is an earnings date?
An earnings date is the scheduled day on which a publicly traded company releases its quarterly financial results to investors, regulators, and the public. On that date, the company publishes an earnings press release disclosing revenue, net income, earnings per share, and forward guidance. The company typically hosts a live conference call with management the same day, where executives present results and take questions from analysts.
What does Dell report in its earnings release?
Dell's quarterly earnings press release includes the following key metrics: total net revenue; ISG revenue and operating income; CSG revenue and operating income; GAAP EPS; Non-GAAP adjusted EPS; gross margin; operating income; cash flow from operations; forward guidance for the next fiscal quarter; and full fiscal year guidance (at fiscal Q4 earnings only). All figures are sourced from Dell Technologies Investor Relations.
Where can I find Dell's official earnings date?
Dell's official confirmed earnings date is published on Dell's Investor Relations page at investors.delltechnologies.com under "Events & Presentations." Third-party financial data sites including Nasdaq.com and MarketBeat track this date, as does EarningsWhispers. These sites may display estimated dates before Dell officially confirms. Always verify the date against Dell's IR page before acting on any date shown on a third-party site.
How do I listen to Dell's earnings call?
To access Dell's live earnings call: (1) Visit investors.delltechnologies.com. (2) Navigate to "Events & Presentations." (3) Click the webcast link posted for the quarterly earnings call, typically available two to three days before the report date. The call starts approximately 30 to 60 minutes after the press release, usually at 4:30–5:00 PM ET. Replays appear on the IR page within 24 hours and remain available for 30 days.
What happens to DELL stock on earnings day?
After market close on earnings day, Dell issues its press release at approximately 4:00–4:30 PM ET, triggering after-hours stock price movement. The earnings call follows at approximately 4:30–5:00 PM ET, where forward guidance can cause further price movement in either direction. Pre-market trading the following morning continues the reaction before the regular NYSE session opens. Historical post-earnings move data for DELL is available via Market Chameleon. This content is informational only and does not constitute investment advice.
Financial Disclaimer
This content is provided for informational purposes only and does not constitute investment advice, a solicitation to buy or sell any security, or a recommendation regarding DELL stock or any other financial instrument. Past earnings performance does not guarantee future results. Earnings estimates are sourced from third-party data providers including Nasdaq.com, FactSet, MarketBeat, and others, and are subject to change as analysts revise their models. Investors should conduct their own research and consult a qualified financial advisor before making any investment decisions.