Dell posts record $47.0 billion fiscal Q2 2027 revenue as AI server demand drives ISG growth
AI Market Summary
Dell reported record fiscal Q2'27 results (revenue $47.0B, adjusted EPS $7.04) and raised full-year guidance, underscoring accelerating enterprise AI infrastructure spend. Infrastructure Solutions revenue surged 89% YoY to $31.8B on AI server demand, while Client Solutions delivered its strongest commercial growth in over four years. The update supports continued positive positioning in AI hardware supply chains, though execution and cycle risks remain.
Impact level
● Medium
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NCSKDELL2USD/USDT-1.48%
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▲ Bullish
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Dell Technologies reported fiscal Q2 2027 revenue of $47.0 billion and adjusted EPS of $7.04, both record highs. Infrastructure Solutions Group revenue surged 89% year over year to $31.8 billion, fueled by strong AI server demand, while Client Solutions Group delivered its strongest commercial growth in more than four years. Management raised its full-year revenue outlook to $192 billion and lifted its EPS guidance to $25.50.
