Yahoo Web Search

Search results

1. Images

   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 
   • 

   View all

2. www.investopedia.com › 4-key-takeaways-from-dell4 Key Takeaways From Dell Technologies' Earnings Call

   www.investopedia.com › 4-key-takeaways-from-dell

   • Cached

   4 days ago · Clarke also highlighted Dell's "open ecosystem of partners" including Nvidia, Meta Platforms ( META ), Microsoft ( MSFT ), and Hugging Face. Nvidia CEO Jensen Huang called out Dell during the ...

3. Videos

   • 

     1:8:07

     youtube.com

     Dell Tech World Day 2 Keynote: Embracing New Potential with Jeff Clarke and guests

     May 24, 2023

     5.9K Views

   • 

     12:19

     youtube.com

     Jeff Clarke, Dell Technologies | Dell Technologies World 2019

     Apr 29, 2019

     1.7K Views

   • 

     28:34

     youtube.com

     Jeff Clarke, Dell Technologies | Dell Technologies World 2023

     May 24, 2023

     49.3K Views

   View all

4. seekingalpha.com › article › 4696725-the-ai-effectThe AI Effect And Its Issues: A Review Of Dell's Earnings

   seekingalpha.com › article › 4696725-the-ai-effect

   2 days ago · Momentum picked up even more when, just three months ago, during the Q4 2024 Earnings Call Jeff Clarke said Dell was increasing its view of the TAM to $152 billion and a 20% CAGR going forward to ...

5. seekingalpha.com › article › 4696622-dellDell Technologies Inc. (DELL) Q1 2025 Earnings Call Transcript

   seekingalpha.com › article › 4696622-dell

   3 days ago · Press Release. EPS of $1.27 misses by $0.02 | Revenue of $22.24B (6.32% Y/Y) beats by $591.79M. Start Time: 16:30 January 1, 0000 5:32 PM ET. Dell Technologies Inc. Q1 2025 Earnings Conference...

6. siliconangle.com › 2024/05/29 › insights-coverageDell Technologies enhances its AI strategy at conference ...

   siliconangle.com › 2024/05/29 › insights-coverage

   • Cached

   4 days ago · Edge computing will become more significant as AI processing moves to remote devices. Dell’s Jeff Clarke talks with theCUBE about the latest tech innovations. In his interview with theCUBE, Jeff ...

7. www.investopedia.com › dell-technologies-q1-fyDell Stock Falls as Earnings, Revenue Beat on Surging AI ...

   www.investopedia.com › dell-technologies-q1-fy

   • Cached

   4 days ago · Dell Chief Operating Officer (COO) Jeff Clarke reassured investors about Dell's AI potential, saying "no company is better positioned than Dell to bring AI to the enterprise."

8. www.investopedia.com › dell-technologies-q1-fyWhat You Need To Know Ahead of Dell's Earnings Report

   www.investopedia.com › dell-technologies-q1-fy

   • Cached

   4 days ago · The company indicated that it's just the start of Dell realizing its AI potential, with Dell CEO Jeff Clarke saying that "strong AI-optimized server momentum continues, with orders...

9. People also ask

   What if Dell had not been involved in AI?

   • So, the picture is quite clear: had Dell not been involved in AI due to its optimized servers, the company would have posted a very weak report. However, strong growth across its infrastructure business, mainly led by AI demand, kept the company more or less afloat. This was not enough for Mr. Market.

   The AI Effect And Its Issues: A Review Of Dell's Earnings

   seekingalpha.com/article/4696725-the-ai-effect-and-its-issues-a-review-of-dells-earnings

   See all results for this question

   What did Dell say about AI in Q3 2024?

   • During this quarter, AI services made up 20% of Dell's server order revenue and the company reported an XE9680 backlog of almost $2 billion. As a result, Dell repeatedly stated that demand was way ahead of supply, with a 39-week lead time. The Q3 2024 earnings call was even more AI-centric, with over 60 mentions of the word.

   The AI Effect And Its Issues: A Review Of Dell's Earnings

   seekingalpha.com/article/4696725-the-ai-effect-and-its-issues-a-review-of-dells-earnings

   See all results for this question

   Is Dell a lagging indicator that is still catching up?

   • Momentum picked up even more when, just three months ago, during the Q4 2024 Earnings Call Jeff Clarke said Dell was increasing its view of the TAM to $152 billion and a 20% CAGR going forward to 2027. Admittedly, he said this was "probably a lagging indicator that is still catching up".

   The AI Effect And Its Issues: A Review Of Dell's Earnings

   seekingalpha.com/article/4696725-the-ai-effect-and-its-issues-a-review-of-dells-earnings

   See all results for this question

   Why did Dell keep afloat?

   • However, strong growth across its infrastructure business, mainly led by AI demand, kept the company more or less afloat. This was not enough for Mr. Market. At the same time, Dell reported AI-server orders increasing to $2.6 billion and a backlog growth of 30% to $3.8 billion, a $900 million growth.

   The AI Effect And Its Issues: A Review Of Dell's Earnings

   seekingalpha.com/article/4696725-the-ai-effect-and-its-issues-a-review-of-dells-earnings

   See all results for this question

10. investors.delltechnologies.com › static-files › dc22Dell Technologies Delivers First Quarter Fiscal 2025 ...

    investors.delltechnologies.com › static-files › dc22

    4 days ago · “No company is better positioned than Dell to bring AI to the enterprise,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies. “Servers and networking hit record revenue in Q1, with our AI-optimized server orders increasing sequentially to $2.6 billion, shipments up more than 100% to