Dell's AI business is booming, but shares plunged after it cut its revenue outlook
Dell shares were down 10% on Wednesday after its Q3 earnings report, which showed a slightly lower forecast for revenues in the next quarter.
Dell sees AI-server boom gain more steam, but overall revenue falls short
Dell beat expectations in its infrastructure solutions group, which includes servers, but came up short in client solutions, which includes PCs
Dell’s stock falls on weak guidance, as more customers hold off for next-gen AI servers
The company is forecasting lower server sales, and blamed the shortfall on enterprise customers that are waiting to snap up new systems powered by Nvidia Corp.’s next-generation Blackwell graphics processing unit chips and therefore shifting to later orders, some of which won’t be reflected in the current quarter.
Dell stock falls after fourth-quarter revenue, earnings outlook to be lower than expected
Dell Technologies shares fell 10% in after-trading after the company estimated Q4 revenue and earnings to fall below initial expectations.
Dell forecasts downbeat fourth-quarter revenue on PC weakness
Dell forecast fourth-quarter revenue below Wall Street expectations on Tuesday, weighed down by weaker demand for its traditional PCs and competition from rival server makers, sending its shares down more than 10% in extended trading.
Dell's third-quarter revenue misses on PC weakness
Despite booming demand for Dell's AI-optimized servers used to handle large AI workloads, its traditional PC segment has been facing stiff competition from rivals such as HP and weaker consumer spending amid an uncertain economy.
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