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Dell Technologies Inc.
DELLintermediaryDell Technologies is a leading provider of PCs, servers, storage, and IT infrastructure solutions, with its AI-optimized PowerEdge servers driving significant growth in the data center market.
المنتجات والإيرادات
حصة إيرادات المنتج
توزيع الإيرادات ($93.9B)
بيانات ثابتة (تحميل البيانات المالية…)
Client Solutions Group (54%)
Infrastructure Solutions Group (42%)
Other (4%)
تكوين القطاعات والعملاء الرئيسيون
تفاصيل المنتج
Infrastructure Solutions Group45%
PowerEdge servers, PowerStore storage, and data protection solutions
Client Solutions Group50%
Latitude, OptiPlex, and XPS commercial and consumer PCs
VMware & Other5%
Software and services including Dell Financial Services
علاقات سلسلة التوريد
الشركاء
السياق الكلي والسوقي
IT / 소프트웨어أخبار القطاع
AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화
SaaS 시장 성장률 (2026E)
+18% YoY
AI 코파일럿 ARR 성장
+320% YoY
기업 IT 예산 증가율
+6% (AI 재배분)
전통 라이선스 시장
-12% YoY
المحفزات القادمة
◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표
إشارات مؤسسية
| المؤسسة | الإجراء | القيمة | الربع | تاريخ التقديم |
|---|---|---|---|---|
| BlackRock | reducing | $54M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $31M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $18M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $43M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $52M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $530M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $881M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $74M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $28M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $28M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $63M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $93K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $168M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $75M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $75M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $10K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $83M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $75M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3.6B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $20M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $215M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $1.9B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $327M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $553K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $12M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $3M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $64K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $22K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $344M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $7M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $55M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $54M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $47M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $972K | 2025.12 | 2026-02-17↑ |
الملكية المؤسسية
أساس 13F · Q1 2026| المؤسسة | التغيير | % الملكية | الربع السابق | الأسهم | القيمة | SEC |
|---|---|---|---|---|---|---|
| Appaloosa Management | زيادة | 1.00% | — | 18.4M سهم | $740M | 13F |
| BlackRock | زيادة | 3.70% | — | 69.6M سهم | $2,800M | 13F |
| Vanguard | محافظة | 2.90% | — | 54.7M سهم | $2,200M | 13F |
إجمالي الملكية المتتبعة: 7.60%إجمالي القيمة: $5,740Mاستناداً إلى SEC EDGAR 13F-HR · تأخير 45 يوماً
آخر الأخبار
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معلومات الشركة
درجة الفجوة الإخبارية
درجة الفجوة63
فجوة منخفضةفجوة عالية
النشاط المؤسسي
76
درجة الإعلام
38
نظرة عامة على القطاع — IT / 소프트웨어
أخبار القطاعAI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화
SaaS 시장 성장률 (2026E)
+18% YoY
AI 코파일럿 ARR 성장
+320% YoY
기업 IT 예산 증가율
+6% (AI 재배분)
전통 라이선스 시장
-12% YoY
الموضوعات الرئيسية
- •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
- •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
- •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화
المحفزات القادمة
- ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
- ◆Microsoft Build 컨퍼런스 (2026.05)