Dell: A Detailed Look At Its Q1 Results
Dell Technologies Inc. has increased its AI server revenue outlook to $60 billion, supported by a substantial backlog of $51.3 billion. The company anticipates a recovery in gross margins due to stabilizing memory prices. Additionally, Dell maintained its 16.5% market share in PC shipments during the first quarter of 2026.
- ▪Dell raised its full-year AI server revenue guidance to $60 billion.
- ▪The company reported a backlog of $51.3 billion.
- ▪Memory price stabilization is expected to relieve gross margin pressure.
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