Dell Technologies Infrastructure Solutions Group — Cost of Revenue increased by 41.5% to $14.53B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 100.3%, from $7.26B to $14.53B. Over 2 years (FY 2024 to FY 2026), Infrastructure Solutions Group — Cost of Revenue shows an upward trend with a 31.6% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A lower ratio of cost of revenue to total revenue indicates improved manufacturing efficiency or better component procurement.
Includes all direct costs associated with producing and delivering the hardware products sold by the Infrastructure Solu...
Standard 'Cost of Goods Sold' (COGS) for hardware-centric business segments.
dell_segment_infrastructure_solutions_group_cost_of_revenue| Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $6.08B | $6.08B | $6.08B | $6.08B | $5.24B | $5.24B | $5.24B | $5.24B | $6.20B | $8.13B | $7.76B | $7.26B | $7.05B | $13.16B | $10.27B | $14.53B |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -13.9% | +0.0% | +0.0% | +0.0% | +18.5% | +31.0% | -4.5% | -6.5% | -2.9% | +86.7% | -22.0% | +41.5% |
| YoY Change | — | — | — | — | -13.9% | -13.9% | -13.9% | -13.9% | +18.5% | +55.3% | +48.3% | +38.6% | +13.6% | +61.9% | +32.4% | +100.3% |
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