Dell Achieves Strong Revenue Growth Amid Record ISG Performance

Published 1 days agoDELL

Dell Achieves Strong Revenue Growth Amid Record ISG Performance

Dell Technologies reported notable financial results for the first quarter of fiscal 2025, revealing a 6% year-over-year increase in total revenue, which reached $22.2 billion. A significant driver of this growth was the performance of the company's Infrastructure Solutions Group (ISG), which saw a robust 22% revenue increase, amounting to $9.2 billion. Within the ISG, the servers and networking revenue marked a record-breaking $5.5 billion, a substantial climb of 42% from the previous year.

In comparison, the Client Solutions Group (CSG) revenue remained stable at $12.0 billion, despite a 3% rise in commercial client revenue, clocking in at $10.2 billion. Dell's earnings also demonstrated strength, with diluted earnings per share rising 67% year-over-year to $1.32, though non-GAAP diluted EPS slightly decreased by 3% to $1.27. Demand for AI servers surged with orders growing to $2.6 billion, shipments more than doubling to $1.7 billion, and backlog increasing over 30% to $3.8 billion, as detailed by Dell's official reports.

Alongside its financial gains, Dell returned $1.1 billion to shareholders through dividends and share repurchases, closing the quarter with $7.3 billion in cash and investments. This performance highlights Dell’s strategic focus on enhancing its infrastructure and AI server capabilities, which continues to pay dividends in terms of revenue and market positioning.

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