Dell Technologies | 1Q 2026: Strong interest in AI servers, record orders and profit growth

Dell Technologies enters the new fiscal year with compelling results. In the first quarter of fiscal year 2026, the company surprised investors with year-over-year growth in revenue and profitability despite a challenging macroeconomic environment. With strong revenue of $23.4 billion (+5%) and strong operating profit growth (+21%), Dell is proving that its focus on infrastructure and AI solutions is bearing concrete fruit. In particular, the ISG segment, comprising servers, networking and storage, saw double-digit growth and record orders in AI technologies.

At the same time,under the leadership of experienced management, $DELL continues to strategically build shareholder value. Record operating cash flow, increased dividends, share repurchases and a strong outlook for future quarters demonstrate a sound financial foundation and the ability to adapt to changing market conditions. Combined with innovations in data centers, AI infrastructure, and partnerships with companies like Nvidia,…