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Dell Technologies: The Massive Infrastructure Refresh From 14G to 17G Servers Is Just Beginning!

Dell Technologies Inc. reported a record-breaking fiscal fourth quarter and full-year results for Fiscal Year 2026, marking significant milestones in revenue and shareholder returns. Total revenue for the fiscal year reached $113.5 billion, an increase of 19%, while earnings per share (EPS) grew by 27% to $10.30. The company generated over $11 billion in annual cash flow and returned $7.5 billion to shareholders, including share repurchases and dividends. Dell’s fourth-quarter performance was driven by strong demand, particularly in its AI solutions segment. Quarterly revenue was $33.4 billion, up 39% year-over-year, with EPS rising 45% to $3.89. AI solutions demand showed considerable growth, with $34.1 billion in orders and $9.5 billion in AI server shipments for the quarter, contributing to a record $43 billion AI order backlog. This underscores Dell’s strategic focus on AI as a transformative growth opportunity. The Infrastructure Solutions Group (ISG) reported record revenue of $19.