Dell Technologies Inc (DELL)

概要ニュース株価時系列オプションチェーン Financials なぜDELLが下落しているのか？ディスカッション予測株の配当実績

なぜDell Technologies Inc（DELL）の株価が下がっていますか？

2024-05-01 の取引セッション中に、Dell Technologies Inc (DELL) 株の 5.23% 下落を確認しました。これは通常のボラティリティやさまざまな内部および外部要因に起因する可能性がありますが、当社では状況を積極的に監視しており、できるだけ早くタイムリーな最新情報を提供することに注意してください。

2023-12-01:

Shares of Dell Technologies, Inc. (DELL) dropped by 5.19% from $75.87 to $71.93 in the trading on Friday, December 1, 2023. The reason why DELL is down today is due to the revenue miss and outlook, despite the earnings beat:

Earnings Beat: Dell Technologies reported non-GAAP earnings of $1.88 per share for the third quarter of fiscal 2024, surpassing the Zacks Consensus Estimate by 27.89%. However, the bottom line declined by 18% compared to the previous year.
Revenue Miss: On a non-GAAP basis, the company's revenues for the quarter decreased by 10% year-over-year, totaling $22.25 billion. This figure missed the consensus estimate by 2.91%. Recurring revenues increased by 4% year-over-year to $5.6 billion. However, product revenues decreased by 14% year-over-year to $16.23 billion due to increased pricing pressure in the reported quarter. Services revenues rose by 4% year-over-year to $6.02 billion.
Operating Metrics: Non-GAAP gross profit decreased by 10% year-over-year to $5.28 billion, with a gross margin of 23.7%. Operating expenses declined by 15% year-over-year to $3.27 billion, while research and development expenses increased by 4% year-over-year to $677 million. Non-GAAP operating expenses decreased by 5% year-over-year to $3.31 billion.
Guidance: For the fourth quarter of fiscal 2024, Dell expects revenues between $21.5 billion and $22.5 billion. ISG revenues are expected to increase mid-single digits, while CSG revenues are projected to decrease low-single digits sequentially. Earnings are expected to be $1.70 per share (+/- 10 cents). For fiscal 2024, earnings are expected to be $6.63 per share (+/- 10 cents).