Dell Technologies reported its second quarter financial results for the fiscal year 2025 ending on August 2. Total revenue amounted to $25.026 billion, an increase of 9% from the same period in the previous year, with a net income of $841 million according to GAAP accounting standards.
The highlight of this quarter’s performance lies in the Infrastructure Solutions Group (ISG), which saw a 38% increase in revenue reaching $11.646 billion, marking a record high for the company. Server and networking revenue also saw a notable 80% increase, reaching $7.672 billion, while storage revenue stood at $3.974 billion.
Dell attributed the revenue growth to increased demand for AI solutions and traditional server products. CEO Jeff Clarke stated that organizational customers are showing a continuous interest in purchasing AI solutions each quarter. Backlog stood at $3.8 billion, with a noticeable upward trend.
On the other hand, revenue in the Client Solutions group declined by 4% to $12.414 billion, with Consumer group revenue dropping by 22% to $1.858 billion. Enterprise group revenue remained steady at $10.556 billion, closely resembling the previous year’s performance.
Source: Dell Technologies
TLDR: Dell Technologies reported a 9% increase in total revenue in Q2 2025, driven by strong performance in Infrastructure Solutions Group and increased demand for AI solutions. Client Solutions group saw a decline in revenue, particularly in the Consumer segment.
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