Filing Flows › Dell Technologies (DELL) › Guidance & outlook
Dell Technologies (DELL) guidance and outlook
Dell Technologies' 10-Q filed Sep 8, 2026 makes 34 forward-looking statements, 2 of them new and 3 no longer said since the filing before.
Guidance and outlook
Forward-looking statements, 10-Q filed Sep 8, 2026
- We intend to realize our vision by executing our strategy of leveraging our strengths to extend our leadership positions and capture new growth.
- new · • Revenue: Overall, we expect IT environments to enable growth, productivity, and competitive advantage for our customers.
- new · As a result, we anticipate significant ISG and strong CSG net revenue growth.
- We expect ISG net revenue growth will be driven largely by increased demand for our servers and networking offerings and, to a lesser extent, our storage offerings.
- • Gross margin: We expect margin growth, while balancing anticipated margin rate pressure resulting from a continuing shift in mix towards our AI-optimized servers offerings.
- We expect the notable inflationary environment for component costs will persist throughout the remainder of Fiscal 2027.
- We remain committed to disciplined cost management in coordination with our ongoing business modernization initiatives, and expect to continue to scale operating expenses as we take targeted measures to manage costs, including employee reorganizations, limitation of external hiring, and other actions to align our investments with our strategic priorities and customer needs.
- ISG — We expect that ISG will be influenced by the dynamic nature of the IT infrastructure market and the competitive landscape.
- By leveraging our collaborative, customer-focused approach to innovation, we aim to deliver relevant new and next-generation solutions and software to our customers swiftly and efficiently.
- We anticipate that ISG will continue to benefit from technology advancements and interest in AI as customers continue to adopt and integrate AI.
- We expect that growth in data will continue to generate long-term demand for our storage solutions and services.
- We anticipate that CSG will benefit from advances in AI over the long-term as customers will require PCs with the ability to run their complex AI workloads.
Dell Technologies' latest quarter
Dell Technologies, Q2 FY27: revenue $47.0B (+58% year over year), operating margin 11.5%, net earnings $4.1B, operating cash flow $2.2B. The chart follows the revenue to costs, profit and cash.
Questions
What does Dell Technologies expect?
• Revenue: Overall, we expect IT environments to enable growth, productivity, and competitive advantage for our customers. As a result, we anticipate significant ISG and strong CSG net revenue growth.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.