Dell Technologies is scheduled to report its fiscal second quarter 2027 results on September 1, 2026. In Q1, Dell posted record revenue of $43.8 billion, an 88% jump year-over-year, including $16.1 billion from AI-optimized servers alone, a 757% increase year-over-year. AI orders totaled $24.4 billion in Q1, pushing the AI backlog to $51.3 billion, and management raised full-year AI server revenue guidance to $60 billion. Dell’s AI customer base has expanded to over 5,000 clients, representing 50% growth in just six months. Key risks include supply chain friction around high-bandwidth memory and margin pressure from intense competition for components.
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