Dell shares jump 5% after server maker reports fastest sales growth since return to public market in 2018
Dell has reported its fastest revenue growth since returning to the public market in 2018, exceeding analysts' expectations. The company's stock surged 13% in after-hours trading following the announcement. Key drivers of this growth include a significant increase in AI server revenue and a new contract with the Pentagon.
- ▪Dell's revenue soared nearly 88% year-over-year to $43.84 billion, surpassing the expected $35.43 billion.
- ▪AI server revenue increased by 757% to $16.1 billion, with a full-year projection of $60 billion.
- ▪The company's net income more than tripled to $3.44 billion in the latest quarter.
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| Original publisher | CNBC — Tech |
| Canonical URL | https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html |
| Publication time | Thu, 28 May 2026 20:13:19 GMT |
| Retrieval time | 2026-05-28T20:14:37.548Z |
| Last seen | 2026-05-28T20:14:37.548Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | -J0IW8DJGW9D · 2 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
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| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
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Opening excerpt (first ~120 words) tap to expand
Dell reported its fastest pace of revenue growth for any period since its return to the public market more than seven years ago, and topped analysts' estimates for sales and profit. The stock climbed 13% in extended trading on Thursday. Here's how the company did in comparison with LSEG consensus:Earnings per share: $4.86 adjusted vs. $2.94 expectedRevenue: $43.84 billion vs. $35.43 billion expectedRevenue soared nearly 88% from a year earlier in the quarter, which ended on May 1, according to a statement. Since its IPO in 2018, which came five years after the server maker was taken private, year-over-year growth has never exceeded 39%, a mark that was hit in the January period.
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