Dell (DELL) Surpasses Estimates with 88% Revenue Growth in Q1 2027

Dell Technologies (DELL) reported a fiscal Q1 2027 revenue of $43.8 billion, an 88% year-over-year increase, exceeding the consensus estimate of $35.5 billion. Non-GAAP earnings per share rose to $4.86, up 214% from the previous year, significantly outperforming expectations of $2.99. In comparison, Nvidia (NVDA) reported an 85% revenue increase and a 140% increase in earnings during the same period. Dell's strong performance positions it favorably within the AI infrastructure market, potentially allowing it to outperform competitors like Nvidia and Micron Technology (MU).