Business Segments · Cost of Revenue

Infrastructure Solutions Group — Cost of Revenue

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.

Analysis

StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityModerate
First reportedQ2 2022
Last reportedQ1 2026

How to read this metric

A lower ratio of cost of revenue to total revenue indicates improved manufacturing efficiency or better component procurement.

Detailed definition

Includes all direct costs associated with producing and delivering the hardware products sold by the Infrastructure Solu...

Peer comparison

Standard 'Cost of Goods Sold' (COGS) for hardware-centric business segments.

Metric ID: dell_segment_infrastructure_solutions_group_cost_of_revenue

Historical Data

16 periods
 Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range$5.24B$14.53B
CAGR+26.2%
Avg YoY Growth+26.1%
Median YoY Growth+25.4%

Frequently Asked Questions

What is Dell Technologies's infrastructure solutions group — cost of revenue?
Dell Technologies (DELL) reported infrastructure solutions group — cost of revenue of $14.53B in Q1 2026.
How has Dell Technologies's infrastructure solutions group — cost of revenue changed year-over-year?
Dell Technologies's infrastructure solutions group — cost of revenue increased by 100.3% year-over-year, from $7.26B to $14.53B.
What is the long-term trend for Dell Technologies's infrastructure solutions group — cost of revenue?
Over 2 years (2024 to 2026), Dell Technologies's infrastructure solutions group — cost of revenue has grown at a 31.6% compound annual growth rate (CAGR), from $21.79B to $37.75B.
What does infrastructure solutions group — cost of revenue mean?
The direct costs incurred to manufacture and deliver the products sold by the infrastructure segment.

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