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$DELL

Dell Technologies

NYSETECHNOLOGYCOMPUTER HARDWARE

CANONICAL $DELL FLOW

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earnings · Impact 75

Dell Beats Q2 Estimates, lifts FY Guidance; Palo Alto Networks Also Tops

Dell Technologies reported Q2 revenue of $46.97B (est. $44.78B) and adjusted EPS of $7.04 (est. $4.90). It raised FY revenue guidance to $192B and AI server revenue outlook to $74B. Palo Alto Networks reported Q4 revenue of $3.41B (est. $3.35B) and adjusted EPS of $1.02 (est. $0.98), with FY27 guidance above estimates.

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