$DELL Dell Technologies Q2 Earnings & FY Guidance
- Total Net Revenue $46.97B, est. $44.78B
- Adjusted EPS $7.04, est. $4.90
- Adjusted Operating Income $5.93B, est. $4.18B
- AI-Optimized Servers Revenue $16.40B, est. $16.03B
- Infrastructure Solutions Group Revenue $31.78B
- Traditional Servers & Networking Revenue $10.53B
- AI Server Business Backlog $95B at end of Q2
- Sees Q3 Revenue $49B, est. $41.91B
- Sees FY Revenue $192B, prior $165B–$169B, est. $173.76B
- Sees FY AI-Optimized Servers Revenue $74B, prior outlook ~$60B