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Nov 03, 2023

Dell Q3 2024 Earnings Report

Dell's Q3 2024 earnings declined year-over-year but showed sequential growth in key areas like AI-optimized servers.

Key Takeaways

Dell Technologies reported Q3 2024 revenue of $22.3 billion, a 10% decrease year-over-year. Operating income was $1.5 billion, and non-GAAP operating income was $2 billion, down 16% and 17% year-over-year, respectively. Diluted earnings per share was $1.36, and non-GAAP diluted earnings per share was $1.88. The company generated $2.2 billion in cash flow from operations.

Revenue decreased by 10% year-over-year to $22.3 billion.

Operating income declined by 16% year-over-year to $1.5 billion.

Non-GAAP operating income decreased by 17% year-over-year to $2 billion.

Cash flow from operations for the third quarter was $2.2 billion.

Total Revenue
$22.3B
Previous year: $24.7B
-10.0%
EPS
$1.88
Previous year: $2.3
-18.3%
Gross Profit
$5.35B
Previous year: $5.71B
-6.2%
Cash and Equivalents
$8.3B
Previous year: $4.91B
+69.0%
Free Cash Flow
$2.2B
Previous year: -$351M
-726.8%
Total Assets
$83.3B
Previous year: $85.2B
-2.2%

Dell

Dell

Dell Revenue by Segment

Forward Guidance

Dell expects revenue growth heading into FY25 due to tailwinds in their business.

Positive Outlook

  • Focus on extending leadership positions.
  • Turning new opportunities into incremental growth.
  • Servers and networking business was up 9% sequentially.
  • Fueled by customer interest in generative AI.
  • Expect revenue growth given the tailwinds to our business.

Revenue & Expenses

Visualization of income flow from segment revenue to net income