Our overall thesis on Dell includes consistent sales growth within the AI-optimized server market, a return to better growth with the storage market, and product cycle driven growth in PCs in fiscal ...
Within client solutions, Dell saw a 3% rise in commercial revenue and a 18% drop in consumer revenue. The company is seeing enterprise customers freshen up their portfolios given an aging installed ...
The headline numbers for Dell Technologies (DELL) give insight into how the company performed in the quarter ended October 2024, but it may be worthwhile to compare some of its key metrics to Wall ...