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Dell Technologies is a global technology company that provides a broad and innovative solutions portfolio aimed at helping customers modernize their IT infrastructure and address workforce transformation . The company is organized into two main business units: the Infrastructure Solutions Group (ISG) and the Client Solutions Group (CSG) . Dell sells a range of products, including storage solutions, servers, networking solutions, branded PCs, peripherals, and third-party software .
- Client Solutions Group (CSG) - Provides branded PCs, including notebooks, desktops, and workstations, along with branded peripherals and third-party software. Offers services such as configuration, support, and extended warranties .
- Infrastructure Solutions Group (ISG) - Enables digital transformations with solutions that address AI, machine learning, data analytics, and multicloud environments. Offers a comprehensive storage portfolio, including all-flash arrays and hyper-converged infrastructure, as well as a server portfolio with high-performance and AI-optimized servers. Includes networking solutions .
- Other Businesses - Engages in the resale of VMware products and services, integrating VMware products with its offerings, reflecting these results within ISG or CSG depending on the nature of the offering .
| Name | Position | External Roles | Short Bio | Start Date |
|---|---|---|---|---|
Michael S. Dell ExecutiveBoard | Chairman and Chief Executive Officer | Non-Executive Chairman of SecureWorks Corp.; Honorary Member of the Foundation Board of the World Economic Forum; Member of Technology CEO Council; Business Roundtable; Advisory Boards at Tsinghua University and Indian School of Business; Board Member of Catalyst, Inc.; UN Global Advocate for Entrepreneurship. | Founder of Dell Inc. in 1984; led privatization in 2013 and public re-listing in 2018; spearheaded EMC acquisition to form Dell Technologies. | 1984 |
Jeffrey W. Clarke Executive | Vice Chairman and Chief Operating Officer | None. | Joined Dell in 1987; oversees Infrastructure Solutions Group, Client Solutions Group, and Global Operations; instrumental in Dell's global supply chain and manufacturing strategy. | 1987 |
Jennifer D. Saavedra Executive | Chief Human Resources Officer | None. | Joined Dell in 2005; leads HR strategy, talent development, and organizational culture; previously SVP of Talent and Culture. | 2005 |
Richard J. Rothberg Executive | General Counsel and Secretary | None. | Joined Dell in 1999; oversees global legal, compliance, ethics, and government affairs; previously led legal operations in EMEA, APJ, and Americas regions. | 1999 |
William F. Scannell Executive | President, Global Sales and Customer Operations | Board Member at IonQ, Inc.. | Joined Dell via EMC acquisition; leads global sales and customer operations; previously President of Global Enterprise Sales and Customer Operations. | 2020 |
Yvonne McGill Executive | Chief Financial Officer | Board Member at Applied Materials, Inc.. | Joined Dell in 1997; previously Corporate Controller and CFO of Infrastructure Solutions Group; extensive experience in financial planning, accounting, and investor relations. | 1997 |
David Grain Board | Director | CEO of Grain Management LLC; Director at Southern Company and New Fortress Energy Inc.; Trustee at Brookings Institution; Advisory Council Member at National Museum of African American History and Culture. | Founder of Grain Management LLC; extensive experience in media and communications investments; Lead Independent Director at Southern Company. | 2021 |
David W. Dorman Board | Director | Chairman of Infoworks.io; Director at PayPal Holdings, Inc.; Trustee at Georgia Tech Foundation; Advisor at Somewear Labs, Inc.. | Founding Partner of Centerview Capital Technology; former CEO of AT&T Corp.; extensive experience in technology and finance. | 2016 |
Egon Durban Board | Director | Co-CEO of Silver Lake; Director at Motorola Solutions, Unity Software, Endeavor Group Holdings, Qualtrics International, and TKO Group Holdings; Member of Business Council and Business Roundtable. | Co-CEO of Silver Lake; extensive experience in technology investments and global strategic leadership; previously served on boards of VMware, Twitter, and SecureWorks. | 2013 |
Ellen J. Kullman Board | Director | CEO of Carbon, Inc.; Director at Amgen Inc. and Goldman Sachs Group, Inc.; Trustee at Northwestern University; Advisor at Tufts University School of Engineering. | Former CEO of DuPont; recognized for leadership in technology, product development, and global business strategy. | 2016 |
Lynn Vojvodich Radakovich Board | Director | Director at Booking Holdings Inc., Ford Motor Company, and Figma, Inc.. | Former EVP and CMO at Salesforce; extensive experience in marketing and technology leadership. | 2019 |
Steve M. Mollenkopf Board | Director | Senior Advisor to Consello Group; Independent Chair of Boeing; Director at Boeing. | Former CEO of Qualcomm; extensive experience in technology and innovation; appointed Independent Chair of Boeing in March 2024. | 2023 |
William D. Green Board | Director | Chairman of GTY Technology Holdings Inc.; Director at S&P Global Inc.. | Former Chairman and CEO of Accenture; extensive experience in global business strategy and technology leadership. | 2016 |
- Despite a growing AI server backlog of $4.5 billion, AI server revenue is expected to be slightly down quarter-over-quarter; can you clarify if this is due to the shift towards Blackwell, component availability, or other factors, and how you plan to address these issues?
- With the move to NBL systems featuring up to 72 GPUs per server, and given the higher GPU content that's harder to mark up, how should we think about the evolution of gross profit dollars and margins in your AI server business?
- As enterprise and large customers become more cautious with PC and storage spending, particularly in your highest margin storage products, can you provide clarity on your expectations for storage growth next year?
- You previously expected AI server sales to drive storage and services demand, but this hasn't materialized as anticipated; can you explain why storage demand hasn't matched AI server growth and what steps you're taking to capitalize on this opportunity?
- With your key customers migrating AI platforms from Hopper to Blackwell and potential shifts from HGX to DGX and MGX platforms, what are your underlying assumptions for the platform mix, and how might this impact your AI server business strategy?
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Moogsoft Inc. | 2023 | Moogsoft Inc. was acquired by Dell Technologies, with the deal completed on November 3, 2023, and it generated $82 million in goodwill recognized under the Infrastructure Solutions Group segment. |
Recent developments and announcements about DELL.
Earnings
New Earnings (Q4 2025)
·Feb 27, 2025, 11:58 PMView full earnings summary →Dell sees AI revenue at $10B in FY’25, rising to $15B in FY’26, fueling EPS growth. Also expects $103B in revenue (up 8%) with 9.1% operating margin. Watch for new tariffs, competitive pricing, and weaker FCF, but a major AI server pipeline remains.