Every material Form 8-K Dell Technologies filed with the SEC in 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 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
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Dell Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →