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dell 2025 second quarter financial report: revenue of us$25 billion, ai revenue continues to accelerate

2024-08-30

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august 30 news,delltechnology group announces 2025fiscal yearsecondfiscal quarterperformance report.revenue was $25 billion, up 9% year-over-year. operating profit was $1.3 billion, up 15% year-over-year; non-gaap operating profit was $2 billion, up 3% year-over-year. diluted earnings per share were $1.17, up 86% year-over-year; non-gaap diluted earnings per share were $1.89, up 9% year-over-year.

“combined revenue from our infrastructure solutions group (isg) and client solutions group (csg) reached $24.1 billion in the second quarter, up 12% year-over-year, providing a solid foundation for our growth in the second half of the year and beyond,” said yvonne mcgill, chief financial officer of dell technologies. “the momentum in isg provided us with a strong impetus, with record revenue of $11.6 billion, up 38% year-over-year.”

dell technologies reported operating cash flow of $1.3 billion, returned $1 billion to shareholders through share repurchases and dividends, and ended the quarter with a cash and investment balance of $6 billion.

meanwhile, the infrastructure solutions group (isg) achieved record second quarter revenue of $11.6 billion, up 38% year-over-year. server and networking revenue hit a record high of $7.7 billion, up 80%, and artificial intelligence (AI) and traditional servers were in strong demand. storage revenue was $4 billion, down 5%. operating profit was $1.3 billion.

jeff clarke, vice chairman and chief operating officer of dell technologies, said:“our ai momentum accelerated in the second quarter, with the number of enterprise customers purchasing ai solutions continuing to grow each quarter. demand for ai-optimized servers was $3.2 billion, up 23% sequentially and $5.8 billion since the beginning of the year. backlog is $3.8 billion, and our pipeline has grown to multiple times that size.”

the report shows that the client solutions group (csg) had revenue of $12.4 billion in the second quarter. commercial customer revenue was $10.6 billion. consumer business revenue was $1.9 billion. operating profit was $767 million. (dingxi)