Dell has announced its latest quarterly financial results. While the huge demand for AI servers has boosted the company’s sales, total revenue fell short of analysts’ estimates. However, earnings per share exceeded expectations. The company’s growth targets for the new fiscal year have also been announced. Here are the details…

Dell missed expectations in total revenue, but AI revenues broke records

Dell Technologies’ fourth-quarter revenues fell short of expectations, while earnings per share exceeded Wall Street estimates. The company increased revenues thanks to the strong demand for AI-based servers, but it didn’t quite meet market expectations.

Dell earned $23.9 billion in quarterly revenue, falling short of analysts’ estimates of $24.55 billion. However, adjusted earnings per share (EPS) came in at $2.68, above market expectations of $2.53.

Dell’s AI-focused server sales are growing rapidly. The company announced that it sold $10 billion worth of AI servers in fiscal 2025 and expects that number to reach $15 billion next year. The company supplies Nvidia-based servers to major customers like Elon Musk’s xAI initiative and said it has a $4.1 billion AI server order backlog.

Despite this, Dell’s revenue forecast for the upcoming quarter was announced as $22.5 billion to $23.5 billion, which was below analysts’ average expectation of $23.59 billion.

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