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IBM Q2 2026 Preliminary Revenue $17.2B Up 1%; Software +5%, Infrastructure -7%; Diluted EPS $2.27 GAAP, $2.93 Non-GAAP
IBM released preliminary second-quarter 2026 results showing revenue of $17.2 billion, up 1% year-over-year, with software up 5%, consulting flat, and infrastructure down 7%. The company stated these results were below its internal expectations, citing a stronger-than-expected shift in client capex spending toward servers, storage, and memory ahead of expected price increases, plus industry-wide cybersecurity distractions that disrupted mainframe and associated software deal closures. No formal prior quarterly g...
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...
Super Micro Computer closes $3.68B depositary shares offering of 7.00% Series A Mandatory Convertible Preferred Stock
Super Micro Computer, Inc. completed a $3.68 billion depositary shares offering (expandable to $4.23 billion with over-allotment), issuing 75 million depositary shares each representing a 1/20th interest in shares of 7.00% Series A Mandatory Convertible Preferred Stock with $1,000 liquidation preference per share. The company concurrently sold approximately $1.25 billion of common stock and intends to use the combined proceeds of approximately $4.9 billion to fund purchases of components to satisfy approximately...
Super Micro Computer announces $7.0 billion equity and equity-linked financing transactions to fund AI orders
Super Micro Computer announced concurrent equity and equity-linked financing transactions totaling approximately $7.0 billion, including a $1.25 billion at-the-market offering program, a $1.25 billion underwritten common stock offering of 45,454,545 shares at $27.50 per share, and a $3.75 billion depositary shares offering of 75,000,000 shares at $50 per share representing 1/20th interest in 7.0% series A mandatory convertible preferred stock. Net proceeds will fund component purchases to satisfy approximately $...
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...
Super Micro Computer updates risk factor disclosures amid ongoing regulatory investigations
Super Micro Computer filed an 8-K on June 9, 2026, attaching updated risk factors as Exhibit 99.1 to supplement disclosures in its Form 10-K for fiscal year ended June 30, 2025, and Quarterly Reports on Form 10-Q for quarters ended September 30, 2025, December 31, 2025, and March 31, 2026. The updated risk factors expand on legal and regulatory risks, including an ongoing grand jury subpoena from the U.S. Attorney's Office for the Southern District of New York related to export control allegations, SEC subpoenas...
Vertiv declares quarterly dividend of $0.0625 per share
Vertiv Holdings Co announced that its Board of Directors declared a quarterly cash dividend of $0.0625 per share of Class A common stock. The dividend is payable on June 25, 2026 to shareholders of record as of June 15, 2026. This dividend is consistent with prior quarterly distributions.
HPE 10-Q filed 2026-06-02 | Key takeaways
HPE filed its 10-Q; the most relevant disclosure change is expanded Subsequent Events - H3C Divestiture: Closed May 13, 2026 on sale of 13.8% stake for $987 million and May 28, 2026 on remaining 5.2% stake for $370 million.
IBM Announces $10B+ Quantum Investment Plan Over Five Years
IBM disclosed plans to invest more than $10 billion over the next five years to advance its leadership position in quantum computing, including R&D, capex, ecosystem partnerships, manufacturing scaling, and M&A. The company targets delivering the first large-scale fault-tolerant quantum computer by 2029. This announcement follows a Letter of Intent between IBM and the Department of Commerce to build an American quantum chip foundry called Anderon to accelerate American quantum innovation.
ANET 10-Q filed 2026-05-06 | Key takeaways
ANET filed its 10-Q; the most relevant disclosure change is expanded Purchase commitments: Non-cancellable purchase commitments not recorded on the balance sheet were $8.9 billion as of March 31, 2026, compared to $3.5 billion as of March 31, 2025. Of the $8.9 billion, $7.6 billion has expected receipt dates within 12 months and $1.3 billion after 1. Customer concentration: Customer A represented 16% of revenue; Customer B represented 26% of revenue.
ANET Q1 2026 Revenue $2.709 billion, Beat Guidance by +$109.0M
ANET beat prior Q1 2026 Revenue guidance by +$109.0M. Revenue grew 35.1% year-over-year, and non-GAAP diluted EPS of $0.87 increased 31.8% from $0.66 in Q1 2025. For Q2 2026, the company guides revenue of approximately $2.8 billion, non-GAAP operating margin of 46-47%, and non-GAAP diluted EPS of approximately $0.88.
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