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Feb 03, 2023

Dell Q4 2023 Earnings Report

Dell's fourth quarter revenue decreased by 11%, but ISG revenue increased by 7%.

Key Takeaways

Dell Technologies reported a decrease in fourth-quarter revenue by 11% to $25 billion. However, the Infrastructure Solutions Group (ISG) saw a 7% increase in revenue. The company is increasing its annual cash dividend by 12% to $1.48 per common share.

Fourth quarter revenue was $25 billion, down 11%.

Operating income was $1.2 billion, representing 4.7% of revenue.

Non-GAAP operating income was $2.2 billion, representing 8.7% of revenue.

Diluted earnings per share from continuing operations was $0.84, and non-GAAP diluted earnings per share was $1.80.

Total Revenue
$25B
Previous year: $28B
-10.5%
EPS
$1.8
Previous year: $1.72
+4.7%
Non-GAAP Operating Margin
8.7%
Gross Profit
$5.76B
Previous year: $5.62B
+2.5%
Cash and Equivalents
$8.61B
Previous year: $9.48B
-9.2%
Total Assets
$89.6B
Previous year: $92.7B
-3.3%

Dell

Dell

Dell Revenue by Segment

Forward Guidance

Dell Technologies will hold a conference call to discuss its performance and financial guidance on March 2, 2023.

Revenue & Expenses

Visualization of income flow from segment revenue to net income