戴尔科技Dell Technologies Inc.（DELL）2026财年第三季度业绩报告「NYSE」（英文版）（16页）.pdf

1、Exhibit 99.1 Dell Technologies Delivers Third Quarter Fiscal 2026 Financial ResultsROUND ROCK,Texas November 25,2025 Dell Technologies(NYSE:DELL)announces financial results for its fiscal 2026 third quarter and provides guidance for its fiscal 2026 fourth quarter and full year.The company also names

2、 David Kennedy its chief financial officer on a permanent basis.Third-Quarter SummaryRecord third-quarter revenue of$27.0 billion,up 11%year over yearDiluted earnings per share(EPS)of$2.28,up 39%year over year,and record third-quarter non-GAAP diluted EPS of$2.59,up 17%Cash flow from operations of$1

3、.2 billion“In the third quarter we delivered record Q3 revenue of$27 billion,record Q3 profitability,strong cash generation and above-trend capital return of$1.6 billion,”said David Kennedy,chief financial officer,Dell Technologies.“FY26 will be another record year,and were raising our AI shipment g

4、uidance to roughly$25 billion,up over 150%year over year,and revenue guidance to$111.7 billion,up 17%.”“AI momentum is accelerating in the second half of the year,leading to record AI server orders of$12.3 billion and an unprecedented$30 billion in orders year to date,”said Jeff Clarke,vice chairman

5、 and chief operating officer,Dell Technologies.“Our five-quarter pipeline is multiples of our$18.4 billion backlog with a mix of neocloud,sovereign and enterprise customers.Dell is winning in AI because of our unique ability to engineer bespoke high-performance solutions,rapidly deploy large,complex

6、 clusters,and provide global support.”Infrastructure Solutions Group(ISG)Record third-quarter revenue:$14.1 billion,up 24%year over yearRecord third-quarter Servers and Networking revenue:$10.1 billion,up 37%Storage revenue:$4.0 billion,down 1%Record third-quarter operating income:$1.7 billion,up 16