Compared to Estimates, Dell Technologies (DELL) Q2 Earnings: A Look at Key Metrics

For the quarter ended July 2025, Dell Technologies (DELL) reported revenue of $29.78 billion, up 19% over the same period last year. EPS came in at $2.32, compared to $1.89 in the year-ago quarter.The reported revenue represents a surprise of +1.56% over the Zacks Consensus Estimate of $29.32 billion. With the consensus EPS estimate being $2.31, the EPS surprise was +0.43%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Dell Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Net Revenue- Client Solutions Group: $12.5 billion versus the four-analyst average estimate of $12.89 billion. The reported number represents a year-over-year change of +0.7%.Net Revenue- Infrastructure Solutions Group: $16.8 billion versus the four-analyst average estimate of $15.95 billion. The reported number represents a year-over-year change of +44.3%.Net Revenue- Infrastructure Solutions Group- Servers and networking: $12.94 billion versus the four-analyst average estimate of $11.86 billion. The reported number represents a year-over-year change of +68.7%.Net Revenue- Infrastructure Solutions Group- Storage: $3.86 billion compared to the $4.09 billion average estimate based on four analysts. The reported number represents a change of -3% year over year.Net Revenue- Client Solutions Group- Commercial: $10.78 billion versus the four-analyst average estimate of $11.31 billion. The reported number represents a year-over-year change of +2.1%.Net Revenue- Client Solutions Group- Consumer: $1.72 billion versus $1.59 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -7.3% change.Net Revenue- Corporate and Other: $473 million compared to the $442.47 million average estimate based on three analysts.Operating Income- Client Solutions Group: $803 million versus $710.88 million estimated by two analysts on average.Operating Income- Infrastructure Solutions Group: $1.47 billion versus the two-analyst average estimate of $1.57 billion.View all Key Company Metrics for Dell Technologies here>>>Shares of Dell Technologies have returned -0.8% over the past month versus the Zacks S&P 500 composite's +1.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Quantum Computing Stocks Set To SoarArtificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.Access the Report Free Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dell Technologies Inc. (DELL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks