Every material Form 8-K Dell Technologies has filed with the SEC since November 25, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Dell Technologies said its general counsel and secretary, Richard Rothberg, will retire effective February 1, 2027. The board appointed Christopher Garcia, the company's current senior vice president of corporate legal, to succeed him as chief legal officer on the same date. The filing describes a planned internal succession, with Rothberg staying on to provide transitional help through April 30, 2027.
Richard Rothberg notified the company on October 19, 2026, of his decision to retire, effective February 1, 2027.
The board appointed Christopher Garcia on October 20, 2026, as chief legal officer and general counsel, effective February 1, 2027.
Garcia has been senior vice president, corporate legal, and assistant secretary since 2022, and joined the company in 2006.
Rothberg will remain employed to provide transitional assistance through April 30, 2027.
Dell subsidiaries Dell International L.L.C. and EMC Corporation completed a public offering of $5.0 billion in senior notes in four tranches, maturing from 2029 to 2037. The notes are unsecured and guaranteed by Dell Technologies Inc. and two of its wholly-owned subsidiaries, so the parent company's guarantee adds new direct obligations for shareholders to track.
Four tranches: $1.25 billion at 5.100% due 2029, $1.25 billion at 5.400% due 2031, $1.5 billion at 5.600% due 2033, and $1.0 billion at 5.900% due 2037.
Interest accrues from September 15, 2026, paid semi-annually, with the first payments due March 15, 2027 (2029, 2031, 2033 notes) and April 1, 2027 (2037 notes).
Notes are sold under a shelf registration statement on Form S-3ASR and governed by a base indenture dated January 24, 2023, with The Bank of New York Mellon Trust Company, N.A. as trustee.
Holders may require repurchase at 101% of principal upon a change of control triggering event.
Dell Technologies and its subsidiaries agreed on September 9, 2026 to sell $5.0 billion of senior notes in four tranches to a group of underwriters. The company says the net proceeds will mainly repay its outstanding 4.900% First Lien Notes due 2026, with any remaining funds used for general corporate purposes, including other debt repayment.
Four tranches total $5.0 billion: $1.25 billion due 2029 at 5.100%, $1.25 billion due 2031 at 5.400%, $1.5 billion due 2033 at 5.600%, and $1.0 billion due 2037 at 5.900%
Public offering prices range from 99.475% to 99.953% of principal amount
Proceeds are expected to repay the 4.900% First Lien Notes due 2026 first, with closing expected on September 15, 2026
Notes are guaranteed on an unsecured basis by Dell Technologies, Denali Intermediate Inc. and Dell Inc.
Dell reported fiscal second-quarter 2027 results for the quarter ended July 31, 2026, with net revenue of $46,971 million, up 58% year over year, and diluted EPS of $6.34, up 273%. Dell raised its full-year FY27 revenue guidance to $192.0 billion from $167.0 billion and its GAAP diluted EPS guidance to $24.37 from $17.31, while cash flow from operations fell 13% in the quarter to $2.2 billion.
Q2 net revenue of $47.0 billion, up 58% year over year; GAAP diluted EPS of $6.34, up 273%
Full-year FY27 revenue guidance raised to $192.0 billion from $167.0 billion; GAAP diluted EPS guidance $24.37, up from $17.31
Q3 FY27 guidance: revenue of $49.0 billion and GAAP diluted EPS of $6.10
Record $4.3 billion returned to shareholders in Q2; quarterly dividend of $0.63 per share payable Oct. 30 to holders of record as of Oct. 20
Dell Technologies became a Texas corporation effective July 1, 2026, after stockholders approved the redomestication at the June 25, 2026 annual meeting. Shares converted one-for-one, the stock still trades on the NYSE as DELL, and the filing states that shareholder rights now differ in some respects under Texas law, including a 3% ownership threshold for bringing derivative proceedings.
Stockholders approved the redomestication from Delaware to Texas; Class A, Class B and Class C shares each voted in favor.
Shares converted one-for-one into Texas Corporation shares, and holders do not need to exchange certificates or book-entry entitlements.
Derivative proceedings against directors or officers require ownership of at least 3% of total outstanding shares.
The company states the move did not change its headquarters, business, management, employees or assets, and the NYSE ticker remains DELL.
Dell subsidiaries Dell International L.L.C. and EMC Corporation completed a public offering of $3.0 billion in senior unsecured notes on June 16, 2026, sold under a shelf registration. The notes are guaranteed by Dell Technologies Inc. and two of its wholly-owned subsidiaries, so the offering adds $3.0 billion of debt that shareholders' claims sit behind. The filing does not state how the proceeds will be used.
$1.0 billion of 4.750% senior notes due July 15, 2031, with interest first payable January 15, 2027
$750 million of 5.000% senior notes due February 15, 2034, with interest first payable August 15, 2026
$1.25 billion of 5.250% senior notes due February 15, 2037, with interest first payable August 15, 2026
If a change of control triggering event occurs, holders may require repurchase at 101% of principal plus accrued interest
Dell Technologies and its subsidiaries agreed on June 11, 2026 to issue $3 billion of senior notes in three tranches, due 2031, 2034 and 2037, to a group of underwriters. The notes are guaranteed by the parent company and two other Dell entities, and closing is expected June 16, 2026, subject to customary conditions. The filing says net proceeds are for general corporate purposes, which may include debt repayment.
$1.0 billion of 4.750% senior notes due 2031, sold at 99.563% of principal
$750 million of 5.000% senior notes due 2034, sold at 99.404% of principal
$1.25 billion of 5.250% senior notes due 2037, sold at 99.259% of principal
Closing expected June 16, 2026; proceeds for general corporate purposes, which may include debt repayment
Dell Technologies signed a new credit agreement on June 10, 2026, providing $6 billion of senior unsecured revolving commitments that mature on June 10, 2031. On the same day, Dell International and EMC repaid in full and terminated the existing credit agreement dated November 1, 2021. The filing does not state the amount drawn under the new facility, and the company says proceeds will be used for general corporate purposes.
New revolving commitments total $6 billion, with a letter of credit sub-facility of up to $500 million
Facility matures June 10, 2031 and allows incremental commitments of at least $10 million per request
Existing credit agreement dated November 1, 2021 was repaid in full and terminated on June 10, 2026
Borrowings bear interest at SOFR or a base rate plus an applicable margin tied to the company's credit ratings
Dell reported first-quarter fiscal 2027 revenue of $43.8 billion, up 88% year over year, and diluted EPS of $5.24 versus $1.37 a year earlier. The company raised its full-year FY27 revenue outlook to a $165.0 billion to $169.0 billion range, while gross margin fell to 17.8% from 21.1%.
Net revenue $43.8 billion, up 88%; GAAP diluted EPS $5.24 vs. $1.37; non-GAAP diluted EPS $4.86
FY27 revenue expected $165.0 billion to $169.0 billion, midpoint $167.0 billion, up 47% year over year
Q2 FY27 revenue expected $44.0 billion to $45.0 billion; GAAP diluted EPS expected $4.48 at midpoint
AI-optimized servers revenue $16.1 billion in the quarter; $2.1 billion returned to shareholders
Dell reported record fiscal 2026 fourth-quarter revenue of $33.4 billion, up 39%, and record full-year revenue of $113.5 billion, up 19%. It guided fiscal 2027 revenue to $138.0 billion to $142.0 billion, and it raised its cash dividend by 20% and its share repurchase authorization by $10 billion.
Q4 FY26 revenue of $33.4 billion, up 39%; diluted EPS of $3.37, up 57%
FY26 revenue of $113.5 billion, up 19%; diluted EPS of $8.68, up 36%
FY27 revenue guidance of $138.0 billion to $142.0 billion; GAAP diluted EPS midpoint of $11.52
Dell Technologies reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with revenue of $27.0 billion, up 11% year over year, and GAAP diluted EPS of $2.28, up 39%. The company raised its AI server shipment guidance to roughly $25 billion and full-year revenue guidance to a midpoint of $111.7 billion, which points to stronger expected results for shareholders.
Third-quarter revenue of $27.0 billion, up 11%; ISG revenue up 24% to $14.1 billion
GAAP diluted EPS of $2.28, up 39%; non-GAAP diluted EPS of $2.59, up 17%
FY26 revenue guidance of $111.2 billion to $112.2 billion; fourth-quarter revenue guidance of $31.0 billion to $32.0 billion
Returned $1.6 billion to shareholders in the quarter; David Kennedy named chief financial officer on a permanent basis
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