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Dell Technologies Inc.

DELLintermediary

Dell Technologies is a leading provider of PCs, servers, storage, and IT infrastructure solutions, with its AI-optimized PowerEdge servers driving significant growth in the data center market.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($93.9B)

Static data (loading live financials…)

Client Solutions Group (54%)
Infrastructure Solutions Group (42%)
Other (4%)

Segment Breakdown & Key Customers

Product Details

Infrastructure Solutions Group45%

PowerEdge servers, PowerStore storage, and data protection solutions

Client Solutions Group50%

Latitude, OptiPlex, and XPS commercial and consumer PCs

VMware & Other5%

Software and services including Dell Financial Services

Supply Chain Relationships

Partners

NVIDIA Corporation

AI-optimized GPU servers

Impact: Critical — AI server revenue driver

Microsoft Corporation

Windows OS and Azure integration

Impact: High — OS and cloud partner

Competitors

Hewlett Packard Enterprise Company

Enterprise servers and storage

Impact: Primary infrastructure competitor

HP Inc.

Commercial PCs and laptops

Impact: Primary PC competitor

Macro & Market Context

IT / 소프트웨어Sector News

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Upcoming Catalysts

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

Institutional Signals

InstitutionActionValueQuarterFiling Date
BlackRockreducing$54M2024.062024-08-13↓
BlackRockreducing$31M2024.062024-08-13↓
BlackRockreducing$18M2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$43M2024.062024-08-13↓
BlackRockreducing$52M2024.062024-08-13↓
BlackRockaccumulating$530M2024.062024-08-13↑
BlackRockaccumulating$881M2024.062024-08-13↑
BlackRockreducing$74M2024.062024-08-13↓
BlackRockreducing$28M2024.062024-08-13↓
BlackRockreducing$28M2024.062024-08-13↓
BlackRockreducing$63M2024.062024-08-13↓
BlackRockreducing$93K2024.062024-08-13↓
BlackRockaccumulating$168M2024.062024-08-13↑
BlackRockreducing$5M2024.062024-08-13↓
BlackRockaccumulating$75M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockaccumulating$75M2024.062024-08-13↑
Vanguard Groupaccumulating$10K2025.122026-01-29↑
Vanguard Groupaccumulating$83M2025.122026-01-29↑
Vanguard Groupaccumulating$75M2025.122026-01-29↑
Vanguard Groupaccumulating$3.6B2025.122026-01-29↑
Vanguard Groupaccumulating$20M2025.122026-01-29↑
Vanguard Groupaccumulating$215M2025.122026-01-29↑
State Streetaccumulating$1.9B2025.122026-02-13↑
Wellington Managementaccumulating$327M2025.122026-02-17↑
Wellington Managementreducing$553K2025.122026-02-17↓
Wellington Managementaccumulating$12M2025.122026-02-17↑
Wellington Managementreducing$3M2025.122026-02-17↓
Wellington Managementreducing$64K2025.122026-02-17↓
Wellington Managementreducing$22K2025.122026-02-17↓
FMR (Fidelity)accumulating$344M2025.122026-02-17↑
FMR (Fidelity)accumulating$7M2025.122026-02-17↑
FMR (Fidelity)accumulating$55M2025.122026-02-17↑
FMR (Fidelity)accumulating$54M2025.122026-02-17↑
FMR (Fidelity)accumulating$47M2025.122026-02-17↑
FMR (Fidelity)accumulating$972K2025.122026-02-17↑

Institutional Ownership

13F basis · Q1 2026
InstitutionChangeOwnership %Prev. QuarterSharesValueSEC
Appaloosa ManagementIncreased1.00%—18.4M shares$740M13F
BlackRockIncreased3.70%—69.6M shares$2,800M13F
VanguardMaintained2.90%—54.7M shares$2,200M13F
Total tracked ownership: 7.60%Total value: $5,740MBased on SEC EDGAR 13F-HR · 45-day reporting delay

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Dell Technologies Inc..

Company Info

Headquarters

Round Rock, Texas, USA

Founded

1984

Employees

120,000+

Website

dell.com

News Gap Score

Gap Score63
Low GapHigh Gap

IB Activity

76

Media Score

38

Sector Overview — IT / 소프트웨어

Sector News

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Key Themes

  • •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
  • •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
  • •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화

Upcoming Catalysts

  • ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
  • ◆Microsoft Build 컨퍼런스 (2026.05)