Dell leads hardware and infrastructure stocks with record Q1 revenue of $43.84 billion

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Dell Technologies reported first-quarter revenues of $43.84 billion, an 87.5% year-on-year increase that beat analyst expectations by 21.5%, making it the standout performer among nine tracked hardware and infrastructure stocks. The group as a whole posted a very strong quarter, with aggregate revenues exceeding consensus estimates by 7.3% and next-quarter revenue guidance coming in 12.9% above expectations. Hewlett Packard Enterprise recorded revenues of $10.68 billion, up 40% year-on-year and 9.2% above estimates, while Xerox grew 26.7% to $1.85 billion but missed on earnings per share. Everpure delivered $1.05 billion in revenue, a 35.2% increase that beat estimates by 5%, though it issued the weakest guidance update of the group. IonQ posted the fastest revenue growth at 755% to $64.67 million, exceeding expectations by 30%, yet its stock fell 37.3% after reporting.

Impact on stocks 6

Artificial Intelligence▲ · 2 stocks
Information Technology▲ · 2 stocks
Everpure, Inc.
P
± MixedCapitalrelevance

Revenue $1.05B, up 35.2%, beat estimates by 5%, but issued weakest guidance

Xerox Corp
XRX
± MixedCapitalrelevance

Revenue grew 26.7% to $1.85B but missed on EPS

Quantum Computing▲ · 1 stocks
IONQ Inc
IONQ
± MixedCapitalrelevance

Fastest revenue growth 755% to $64.67M, beat estimates by 30%, but stock fell 37.3%

Consumer Staples▲ · 1 stocks
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