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Dell Technologies DELL Business Segments

Q1 '27Q4 '26Q3 '26Q2 '26Q1 '26
Total net revenue by Business
Client Solutions Group$14.61B+8.3%$13.49B+8.1%$12.48B-0.2%$12.5B0.0%$12.51B+5.3%
Infrastructure Solutions Group$29.01B+48.0%$19.6B+39.0%$14.11B-16.0%$16.8B+62.8%$10.32B-9.1%
Total net revenue by Product
AI-optimized servers$16.13B$1.88B-18.9%
Commercial$13.02B+12.1%$11.61B+9.3%$10.62B-1.5%$10.78B-2.4%$11.05B+10.5%
Consumer$1.59B-15.5%$1.88B+1.2%$1.86B+7.8%$1.72B+17.7%$1.46B-22.4%
Storage$4.33B-9.7%$4.8B+20.5%$3.98B+3.3%$3.86B-3.5%$4B-15.3%
Traditional servers and networking$8.54B$4.44B-0.5%

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Questions, answered.

How does Dell Technologies break its business down?
Dell Technologies (DELL) reports total net revenue by business across 2 parts — Client Solutions Group and Infrastructure Solutions Group. Each is extracted from the segment footnotes and tracked over time.
Where does Dell Technologies's segment data come from?
Segment breakdowns are pulled from the segment footnotes in Dell Technologies's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.