The Dell Technologies logo is on display at the International Broadcasting Convention (IBC2025) on Sept. 12, 2025 in Amsterdam, Netherlands.
Dell reported fiscal third-quarter earnings on Tuesday that missed Wall Street expectations for revenue, but the company forecasted a stronger-than-expected fourth quarter driven by increased AI sales.
Dell shares rose in extended trading.
Here's how Dell did versus LSEG consensus estimates:
EPS : $2.59 adjusted versus $2.47 estimated
: $2.59 adjusted versus $2.47 estimated Revenue: $27.01 billion versus $27.13 billion estimated
Dell said it expects about $31.5 billion in sales in the fourth quarter versus $27.59 billion estimated by analysts. The company said it expects fourth-quarter earnings per share of $3.50 versus $3.21 expected.
The company said it was raising its expectations for AI server shipments during the year to $25 billion, up from $20 billion, and raised its full-year revenue guidance to $111.7 billion from $107 billion.
Dell reported $1.54 billion in net income, or $2.28 per diluted share, during the quarter, versus $1.17 billion, or $1.64, in the year-ago period.
The company is an important bellwether for the health of the AI infrastructure industry as one of the top vendors for systems based around Nvidia's graphics processors. Overall revenue in the quarter rose 11% on an annual basis.
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