Dell Technologies (DELL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Dell Technologies (DELL) reported $27.01 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 10.8%. EPS of $2.59 for the same period compares to $2.15 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $27.27 billion, representing a surprise of -0.98%. The company delivered an EPS surprise of +4.44%, with the consensus EPS estimate being $2.48.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.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- Infrastructure Solutions Group: $14.11 billion compared to the $13.88 billion average estimate based on five analysts. The reported number represents a change of +24.1% year over year.Net Revenue- Client Solutions Group: $12.48 billion versus $12.65 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.Net Revenue- Infrastructure Solutions Group- Storage: $3.98 billion compared to the $3.93 billion average estimate based on four analysts. The reported number represents a change of -0.6% year over year.Net Revenue- Client Solutions Group- Consumer: $1.86 billion versus $1.83 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -6.8% change.Net Revenue- Infrastructure Solutions Group- Servers and networking: $10.13 billion versus $10.21 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +37.5% change.Net Revenue- Corporate and Other: $420 million compared to the $417.89 million average estimate based on four analysts.Net Revenue- Client Solutions Group- Commercial: $10.62 billion versus the four-analyst average estimate of $10.89 billion. The reported number represents a year-over-year change of +4.8%.Net Revenue- Products: $21.26 billion versus the two-analyst average estimate of $21.29 billion. The reported number represents a year-over-year change of +16.2%.Net Revenue- Services: $5.75 billion versus the two-analyst average estimate of $5.53 billion. The reported number represents a year-over-year change of -5.4%.Operating Income- Client Solutions Group: $748 million compared to the $825.93 million average estimate based on two analysts.Operating Income- Infrastructure Solutions Group: $1.74 billion compared to the $1.66 billion average estimate based on two analysts.View all Key Company Metrics for Dell Technologies here>>>Shares of Dell Technologies have returned -21.6% over the past month versus the Zacks S&P 500 composite's -1.2% 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.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks 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