Dell shares fall on soft third-quarter earnings outlook

Dell Technologies reported second fiscal quarter results on Thursday that beat Wall Street expectations for sales and revenue.
The company attributed the results to strong growth in its AI server business.
Dell said that it now plans to ship $20 billion of AI servers in its fiscal 2026, double what it sold last year.

Despite beating on its top and bottom lines, shares of Dell Technologies fell more than 5% Thursday in extended trading after giving third-quarter earnings per share guidance that below Wall Street’s expectations.

https://www.cnbc.com/2025/08/28/dell-earnings-report-q2-2026.html

#Earnings #AI #Guidance #Stock

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Ouch! Let me tell you what's next - More layoffs on the horizon..

Start massive layoffs, and include senior people that actually know how to run the business.
Keep going, until the ones that haven't left the company, but can, goes because it's too toxic.
Keep the bootlickers and junior people that won't question anything.
...
Profit!

I'm sure I forgot to mention AI somewhere in there, but that will magically make up for the rest that's missing.

can we please agree not to use the words DELL and innovation in the same posting as it simply is a huge contradiction? there is no innovation unless you are talking about new t-shirts from JC....

major weakness in selling commercial and consumer PCs, this used to be the strongest segment ... all stock fantasy around AI server / data center ... stock is hiding major failures in marketing, innovation and GTM success for CSG! (if you look at senior managers in that segment, no surprise)

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Dell shares fall on soft third-quarter earnings outlook

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