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Company updateOfficial company source
Dell Technologies Amends Bylaws to Adopt Texas Business Organizations Code Section 21.373 Shareholder Proposal Requirements
Dell Technologies Inc. filed an 8-K disclosing amendments to its bylaws effective July 2, 2026, adopting Section 21.373 of the Texas Business Organizations Code, which establishes new requirements for shareholders submitting proposals at meetings. Under the amendments, shareholders or shareholder groups must hold voting shares equal to at least $1,000,000 in market value or 3% of outstanding voting shares as of the submission date, hold such shares continuously for at least six months prior to the meeting, conti...
Dell Technologies subsidiary issues $3 billion in senior notes across three tranches
Dell International L.L.C. and EMC Corporation, wholly-owned subsidiaries of Dell Technologies Inc., have entered into an underwriting agreement to issue $3 billion aggregate principal amount of senior notes in three tranches: $1 billion of 4.750% notes due 2031, $750 million of 5.000% notes due 2034, and $1.25 billion of 5.250% notes due 2037. The notes are guaranteed on a senior unsecured basis by Dell Technologies Inc., Denali Intermediate Inc., and Dell Inc., with closing expected on June 16, 2026. Net procee...
Dell Technologies enters into $6 billion revolving credit facility and terminates existing credit agreement
Dell Technologies Inc. entered into a new senior unsecured revolving credit agreement providing Dell International L.L.C. and EMC Corporation with aggregate revolving commitments of $6 billion and a letter of credit sub-facility of up to $500 million, maturing on June 10, 2031. In connection with this new facility, the company repaid in full and terminated all obligations under the Existing Credit Agreement dated November 1, 2021. Borrowings under the new credit agreement bear interest at SOFR or base rate plus...
DELL filed its 10-Q; the most relevant disclosure change is expanded ISG AI-optimized servers revenue: AI-optimized servers revenue increased 757% YoY to $16.13 billion, representing the largest revenue category within ISG at approximately 56% of ISG total revenue, up from approximately 18% in the prior year quarter.
Dell reports share conversions; Class C shares outstanding at 325.7 million
Dell Technologies disclosed the conversion of 4,237,699 shares of Class B common stock into an equal number of Class C common stock by Silver Lake affiliates between March 2 and April 16, 2026. As of April 17, 2026, the company had 325,654,621 shares of Class C Common Stock outstanding and 47,789,758 shares of Class B Common Stock outstanding. The share issuances were made without registration under the Securities Act of 1933 exemption afforded by Section 3(a)(9).
DELL filed its 10-K; the most relevant disclosure change is expanded Segment reporting disaggregation: ISG servers and networking revenue disaggregated into AI-optimized servers ($24.7B, up 166%) and traditional servers and networking ($19.5B, up 9%). Customer concentration: One customer represented >10% of revenue.
Dell Q4 FY2026 Revenue $33.4B Up 39%; Full-Year Revenue $113.5B Up 19%, Raises FY27 Guidance
Dell Technologies reported record fourth-quarter revenue of $33.4 billion, up 39% year over year, with GAAP diluted EPS of $3.37 (non-GAAP $3.89), exceeding prior-year levels. For full-year FY2026, the company delivered record revenue of $113.5 billion, up 19% year over year, with GAAP diluted EPS of $8.68 (non-GAAP $10.30), both up over 27% year over year. The company raised FY27 full-year guidance to revenue of $138.0-$142.0 billion (midpoint $140.0 billion, up 23% YoY) with GAAP EPS of $11.52 and non-GAAP EPS...
DELL filed its 10-Q; the most relevant disclosure change is expanded Debt: Senior Notes increased to $21.6B from $15.1B at FYE 2025 driven by issuances of $4.0B at 4.75%-5.50% due April 2028-2035 and $4.5B at 4.15%-5.10% due February 2029-2036. Proceeds used for general corporate purposes and to prepay outstanding 6.02% Senior Notes .
Dell raises long-term revenue growth target to 7-9% from 3-4%, EPS growth to 15%+ from 8%+
Dell Technologies increased its long-term financial framework at its October 7, 2025 securities analyst meeting, raising its annual revenue growth target to 7-9% from the prior target of 3-4%, and increasing its annual non-GAAP diluted EPS growth target to 15% or better from the previous 8% or better. The company also extended its commitment to grow quarterly dividends 10% or more annually through fiscal 2030, extended from the prior commitment through FY2028. Dell reaffirmed its fiscal 2026 Q3 and full-year gui...
Dell Technologies Closes $4.5 Billion Senior Notes Offering in Four Tranches
Dell International L.L.C. and EMC Corporation, wholly-owned subsidiaries of Dell Technologies Inc., completed a public offering of $4.5 billion aggregate principal amount of senior notes across four tranches: $750 million 4.150% notes due 2029, $1.25 billion 4.500% notes due 2031, $1.25 billion 4.750% notes due 2032, and $1.25 billion 5.100% notes due 2036. The notes are senior unsecured obligations guaranteed by Dell Technologies Inc., Denali Intermediate Inc., and Dell Inc., and were issued pursuant to a shelf...
Dell grants Jeffrey Clarke performance-based stock option award for 2.5 million shares
On September 30, 2025, the Compensation Committee of Dell Technologies Inc. approved a one-time performance-based stock option award to Jeffrey Clarke, Chief Operating Officer and Vice Chairman, to purchase 2,500,000 shares of Class C common stock at an exercise price of $141.77 per share (the closing price on the grant date), with a grant date fair value of approximately $132.4 million. The award has a ten-year term and is subject to dual performance criteria—company market capitalization and company free cash...
Dell Technologies Prices $4.5 Billion Senior Notes in Four Tranches
Dell Technologies, through its subsidiaries Dell International L.L.C. and EMC Corporation, has priced $4.5 billion aggregate principal amount of senior notes across four tranches: $750 million 4.150% notes due 2029, $1.25 billion 4.500% notes due 2031, $1.25 billion 4.750% notes due 2032, and $1.25 billion 5.100% notes due 2036. Net proceeds will be used to redeem a portion of the outstanding 6.020% Senior Notes due 2026, with any remaining proceeds for general corporate purposes including other debt repayment....
Dell Technologies CFO McGill to resign September 9; Kennedy appointed interim CFO
Dell Technologies Inc. announced that Chief Financial Officer Yvonne McGill will resign from her position effective September 9, 2025, and will serve in an advisory role through October 31, 2025, the last day of Q3 FY2026. David Kennedy, currently Senior Vice President, Global Business Operations, Finance, has been appointed by the Board of Directors to serve as interim Chief Financial Officer effective the same date. The company has initiated a search to identify a permanent CFO.
DELL filed its 10-Q; the most relevant disclosure change is completed Secureworks disposition: The sale of Secureworks to Sophos Inc. was completed on February 3, 2025 for approximately $0.9 billion. Total cash consideration received was approximately $0.6 billion with a $0.2 billion gain on sale recognized.
DELL filed its 10-Q; the most relevant disclosure change is added Internal control over financial reporting - material weakness: Management identified a material weakness in internal control over financial reporting related to controls over non-recurring credits from certain suppliers. The company revised Q1 FY2025 results, increasing net income by $37 million ($0.05 per diluted share) .
DELL Q1 FY2026 Non-GAAP diluted EPS $1.55, Miss Guidance by $-0.10
DELL miss prior Q1 FY2026 Non-GAAP diluted EPS guidance by $-0.10. Revenue of $23.4 billion rose 5% year over year. For Q2 FY2026, revenue guidance is $28.5 billion-$29.5 billion (midpoint $29.0 billion) and non-GAAP diluted EPS guidance is $2.25.
Dell completes $4 billion senior notes offering across four tranches
On April 1, 2025, Dell International L.L.C. and EMC Corporation completed a public offering of $4 billion aggregate principal amount of senior notes in four tranches: $1 billion 4.750% notes due 2028, $1 billion 5.000% notes due 2030, $1 billion 5.300% notes due 2032, and $1 billion 5.500% notes due 2035, with interest accruing from the issue date and first payment due October 1, 2025.
Dell Technologies prices $4 billion senior notes offering across four tranches
Dell International L.L.C. and EMC Corporation, wholly-owned subsidiaries of Dell Technologies Inc., entered into an underwriting agreement on March 26, 2025 to issue $4 billion aggregate principal amount of senior notes in four tranches: $1 billion each of 4.750% notes due 2028, 5.000% notes due 2030, 5.300% notes due 2032, and 5.500% notes due 2035, guaranteed by Dell Technologies Inc., Denali Intermediate Inc., and Dell Inc. Closing is expected on April 1, 2025, subject to customary conditions, with net procee...