Dell Technologies DELL Business Segments
| TTM Q1 '27 | TTM Q4 '26 | TTM Q3 '26 | TTM Q2 '26 | TTM Q1 '26 | ||
|---|---|---|---|---|---|---|
| Total net revenue by Business | ||||||
| Client Solutions Group | $53.08B+8.5% | $50.98B+5.4% | $49.37B+2.4% | $49.02B+1.3% | $48.94B+0.1% | |
| Infrastructure Solutions Group | $79.52B+78.0% | $60.83B+39.5% | $52.58B+26.5% | $49.84B+28.8% | $44.68B+25.8% | |
| Operating Income (Loss) by Business | ||||||
| Client Solutions Group | $3.35B+17.6% | $2.83B-4.7% | $2.84B-13.2% | $2.83B-17.7% | $2.85B-20.8% | |
| Infrastructure Solutions Group | $9.17B+57.0% | $7.11B+27.5% | $6.26B+26.4% | $6.03B+33.4% | $5.84B+36.4% | |
| Cost of Revenue by Business | ||||||
| Client Solutions Group | $45.16B+8.0% | $43.69B+6.1% | $42.19B+2.6% | $41.89B+2.3% | $41.82B+3.0% | |
| Infrastructure Solutions Group | $61.45B+103% | $45.02B+53.4% | $37.75B+38.1% | $35.23B+42.0% | $30.2B+37.8% | |
| R&D by Business | ||||||
| Client Solutions Group | $618M+24.1% | $562M+18.1% | $532M+11.9% | $518M+9.5% | $498M+7.4% | |
| Infrastructure Solutions Group | $2.35B+11.0% | $2.24B+8.1% | $2.18B+6.9% | $2.14B+6.3% | $2.12B+8.1% | |
| Selling, general, and administrative by Business | ||||||
| Client Solutions Group | $3.96B+5.0% | $3.9B+3.9% | $3.81B-1.4% | $3.78B-4.5% | $3.77B-6.2% | |
| Infrastructure Solutions Group | $6.56B+0.4% | $6.46B-2.1% | $6.39B-5.3% | $6.44B-5.8% | $6.53B-4.3% | |
| Impact of foreign currency translation by Business | ||||||
| Client Solutions Group | $0— | $0— | $0— | $0— | $0— | |
| Infrastructure Solutions Group | $128M— | $366M— | $115M— | —— | —— | |
| Goodwill by Business | ||||||
| Client Solutions Group | $16.93B0.0% | $16.93B0.0% | $16.93B0.0% | $16.93B0.0% | $16.93B0.0% | |
| Infrastructure Solutions Group | $60.82B+1.4% | $60.63B+1.3% | $60.2B+0.3% | $60.09B+0.2% | $59.98B0.0% | |
| Total net revenue by Product | ||||||
| Commercial | $46.04B+10.3% | $44.06B+7.9% | $42.44B+5.0% | $41.96B+4.6% | $41.74B+4.1% | |
| Consumer | $7.05B-2.1% | $6.92B-8.3% | $6.93B-11.4% | $7.06B-14.5% | $7.2B-18.1% | |
| Storage | $16.97B+1.7% | $16.63B+1.1% | $16.55B+2.1% | $16.57B+3.2% | $16.69B+2.6% | |
| Cost of Revenue by Product | ||||||
| Products | $95.79B+55.7% | $78.06B+29.7% | $69.22B+17.8% | $66.48B+17.1% | $61.51B+12.4% | |
| Services | $12.66B-8.3% | $12.77B-9.8% | $13.07B-9.4% | $13.46B-7.0% | $13.81B-4.0% | |
| Total debt capacity by Geography | ||||||
| Australia and New Zealand | $1.16B+1.7% | $1.12B-3.4% | $1.1B-6.6% | $1.12B-4.7% | $1.14B-3.1% | |
| Europe | $1.87B-13.9% | $1.96B-8.2% | $2.01B-7.3% | $2.09B-3.0% | $2.17B-4.4% | |
| Non-US | $3.73B+7.7% | $3.7B+8.1% | $3.57B+3.2% | $3.52B+2.2% | $3.47B+0.4% | |
| Middle East | $600M0.0% | $600M0.0% | $600M0.0% | $600M0.0% | $600M0.0% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →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.
