DELL Q2 Earnings Beat Estimates, Strong AI Demand Aids Revenue Growth

Dell Technologies reported Q2 fiscal 2027 earnings of $7.04 per share, beating estimates by 41.65%, with revenues surging 58% to $46.97 billion driven by record AI server orders of $60.9 billion. The company raised fiscal 2027 revenue guidance to $192 billion and expects $74 billion in AI server revenues, with ISG revenues jumping 89% year-over-year to $31.78 billion.