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The themes Dell Technologies is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Computer Hardware
Graded A or B and worth $2B or more: A first, then the largest.
All 35 graded companies in its industry
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Infrastructure Solutions Group: servers, networking, storage, related services, and software67%
- Client Solutions Group: business and consumer computers and related products34%
売上構成比はquarter ended April 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
AI-optimized servers
Servers built for intensive computing work such as training, adjusting, and running AI models.
Traditional servers and networking
Servers for general business and other demanding workloads, plus networking equipment such as data-center and edge switches, cables, and optical components.
Storage systems
Equipment and software for storing, protecting, and retrieving data, including all-flash systems and products for backups and other data protection.
さらに3件を表示
Commercial computers and peripherals
Business notebooks, desktops, and workstations, along with accessories such as displays, docking stations, keyboards, mice, webcams, and audio devices.
Consumer and gaming computers
Computers for personal use, including higher-performance gaming products sold under the Alienware name.
Setup, support, and other services
Services that help customers configure, install, maintain, and repair Dell equipment, plus extended warranties.
誰が買っているか5
- Large businesses buy through Dell account teams, often with technical specialists and negotiated arrangements, or through sales partners.
- Small and medium-sized businesses buy directly from Dell or through sales partners.
- Government agencies and other public institutions buy through dedicated Dell account teams and public-sector sales arrangements.
さらに2件を表示
- Schools and healthcare organizations buy computers and infrastructure directly or through sales partners.
- Individual consumers buy computers and accessories through Dell’s website and retail or distribution channels.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Dell depends on component suppliers and contract manufacturers to make and assemble products; the company says some components have only one or a limited number of available suppliers.
- 2AI server production depends on access to components, including memory, and on customers’ readiness to install and use the equipment; Dell reports that supply limits and changing component designs affect shipment timing.
- 3Dell sells directly and through resellers, system integrators, distributors, and retailers, so product availability and sales also depend on those partners.
- 4Dell Financial Services funds customer purchases and leases; its financing activity is affected by credit conditions and interest rates.
うまくいかなくなる可能性
- 1AI server orders and customer delivery schedules can change unevenly, while constrained component supply and frequent component updates can delay shipments and increase inventory and purchase commitments.
- 2Higher memory and other component costs can affect product costs and pricing; dependence on single-source or limited-source suppliers can also interrupt availability or timely delivery.
- 3Dell faces product and price competition across computers, servers, storage, and networking; changing customer demand, sales mix, and channel inventory can affect sales and profitability.
Dell Technologies Inc.について
Dell sells personal computers (PCs), monitors and other accessories to businesses, public institutions, and individual consumers. It also sells servers, networking equipment, and storage systems that organizations use to run software, manage data, and support artificial intelligence (AI) workloads. Dell provides setup, maintenance, and support, and offers leases, loans, and subscription-based payment choices.
- 本社
- Round Rock, Texas
- 設立
- 1984
- 従業員数
- approximately 97,000 (January 30, 2026, high)
- 上場市場
- New York Stock Exchange
- 決算期
- Friday nearest January 31
Dell Technologies Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。