Dell Technologies: AI Server Integration & Backlog Growth As A Pivotal Growth Lever! 

Dell Technologies Inc.’s fiscal year 2026 first quarter financial results provide a mixed but generally positive view of the company’s current performance and future prospects. The company reported revenue of $23.4 billion, a growth of 5% year-over-year. This increase was driven by robust performance across its core markets, particularly in Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG), each growing by 8%. Earnings per share (EPS) increased by 17% to $1.55, indicating a stronger profitability growth compared to revenue. This was supplemented by a record cash flow from operations, reaching $2.8 billion, and $2.4 billion returned to shareholders through stock repurchases and dividends.