Now, I reckon there was a bit of a stir on the ticker tape yesterday, a right lively jig, all account of Dell Technologies. Shares jumped higher than a frog in a June thunderstorm – a good 22% or so, if my calculations serve me right. Seems the market finally took notice of what sensible folks have been suspecting for a spell: Dell ain’t just sellin’ boxes; they’re catchin’ the wave of this here “artificial intelligence” – a fancy name for machines thinkin’ for themselves, or at least pretendin’ to.
Come the close of trade, Dell’s stock was sittin’ pretty, up a considerable sum. A fella could almost smell the profits in the air. And a profit, mind you, is a beautiful thing – especially when a portion of it finds its way into the pockets of those who’ve held steady through thick and thin.
The Machine’s Appetite
Dell’s revenue, they tell me, rose a mighty 39% to $33.4 billion in their last quarter. A sum that’d make old Croesus blush. But it’s not just the sheer volume, it’s what they’re sellin’. Seems everybody and their brother needs these “AI-optimized servers” – contraptions that allow these thinkin’ machines to do their thinkin’. Sales in that department soared a whopping 342% to $9 billion. Why, that’s enough to make a steam engine jealous!
Mr. Jeff Clarke, Dell’s chief operator, declared in a press release that this “AI opportunity” is transformin’ the company. A statement as obvious as the sun risin’ in the east, if you ask me. But it’s good to hear a man in his position acknowledgin’ the obvious, for a change.
All told, Dell’s net income climbed 36% to $2.6 billion, and their earnings per share, boosted by a bit of stock buyin’ – a clever maneuver, that – increased 45% to $3.89. A respectable haul, I’d say, and a testament to the fact that a well-run company can still thrive in this age of digital wizardry.
A Bright Outlook & a Shareholder’s Reward
Now, here’s where things get interestin’. Dell’s lookin’ ahead to a full year of revenue growth – a predicted 23% jump to around $140 billion. And they reckon sales of these AI servers will more than double to $50 billion. Why, they’re practically printin’ money! Management sees adjusted earnings climbin’ 25% to $12.90 per share. A forecast bold enough to make a gambler blush.
And what does a company do when it’s flush with cash? It shares the wealth, naturally. Dell’s decided to boost its cash dividend by 20% to $2.52 per share. A move that’ll warm the hearts of us dividend hunters, I assure you. A steady income stream, you see, is a thing of beauty – a reliable companion in a world gone mad.
Mr. Clarke, in his pronouncements, boasted of $64 billion in AI-optimized server orders, $25 billion shipped, and a backlog of $43 billion. Powerful proof, he says, of their engineering prowess and AI solutions. A bit of puffery, perhaps, but a fella can’t fault a man for showin’ a little pride in his work.
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2026-02-28 03:43