Dell’s first quarter 2025 earnings | Wilnesh News

Dell report first quarter earnings The company’s profit and sales beat analysts’ expectations on Thursday as it emerged as one of the top suppliers of artificial intelligence servers.

The stock fell about 12% in after-hours trading before recovering. When the company reported earnings in February, it reported earnings per share that were significantly higher than expected. Dell’s profit for the quarter was in line with Wall Street expectations.

Here’s how Dell’s performance compares to the London Stock Exchange Group consensus forecast:

• Earnings per share: Adjusted $1.27, estimated $1.26
• income: $22.24 billion vs. expected $21.64 billion

The company said it expected earnings per share of $1.65 for the quarter on sales of $23.5 billion to $24.5 billion. Analysts polled by FactSet expected revenue of $23.35 billion. It expects sales for the full fiscal year to be between $93.5 billion and $97.5 billion.

Dell reported net income of $955 million, or $1.32 per diluted share, for the quarter, compared with net income of $578 million, or 79 cents, a year earlier. Overall sales for the quarter increased 6% compared with the same period last year.

Sales at Dell’s Infrastructure Solutions unit, which includes its data center sales unit, rose 22% year over year to $9.2 billion. Servers are a fast-growing segment, with sales rising 42% to $5.5 billion, the company said, noting strong demand for artificial intelligence servers.

Dell has become a top supplier of AI-focused servers, which are in high demand as companies invest in predicting and generating AI infrastructure. Earlier this year, Nvidia Chief Executive Jensen Huang named Dell founder Michael Dell as the company’s point of contact for new chip orders at a meeting.

Dell said its “artificial intelligence optimized” server orders were worth US$2.6 billion in the quarter.

Ahead of Thursday’s report, Dell shares had more than doubled in 2024.

Dell’s PC and notebook division, known as the Client Solutions Group, has posted steady annual sales growth of $12 billion.

This story is developing. Please check back for updates.