Dell Technologies has released its Q4 financial report for fiscal year 2025, ending on January 31st. Total revenue amounted to $23.931 billion, showing a 7% increase from the previous year. The net income under GAAP stood at $1.532 billion.
CEO Jeff Clarke mentioned that the primary growth driver in the past quarter was the Infrastructure group, with a revenue growth of 22%. This growth is attributed to the increasing demand for AI, not limited to cloud service providers but expanding to enterprise customers as well.
Dell reported a backlog of server orders awaiting delivery, including significant customers like xAI, totaling approximately $9 billion. The Client business group saw a total revenue increase of 1%, reaching $11.881 billion, with Commercial revenue up by 5% and Consumer revenue down by 1%.
Source: Dell Technologies
TLDR: Dell Technologies posted positive Q4 results with revenue increasing by 7%, driven by growth in the Infrastructure group and AI demand, while also reporting a backlog of server orders worth $9 billion.
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