Flowvium
एक्सप्लोरर पर वापस जाएं

Dell Technologies Inc.

DELLintermediary

Dell 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.

शेयर करें:
⇄ Compare

उत्पाद और राजस्व

उत्पाद राजस्व हिस्सा

राजस्व विवरण ($93.9B)

स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)

Client Solutions Group (54%)
Infrastructure Solutions Group (42%)
Other (4%)

सेगमेंट संरचना और प्रमुख ग्राहक

उत्पाद विवरण

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

आपूर्ति श्रृंखला संबंध

साझेदार

NVIDIA Corporation

AI-optimized GPU servers

प्रभाव: Critical — AI server revenue driver

Microsoft Corporation

Windows OS and Azure integration

प्रभाव: High — OS and cloud partner

प्रतिस्पर्धी

Hewlett Packard Enterprise Company

Enterprise servers and storage

प्रभाव: Primary infrastructure competitor

HP Inc.

Commercial PCs and laptops

प्रभाव: Primary PC competitor

व्यापक एवं बाजार संदर्भ

IT / 소프트웨어क्षेत्र समाचार

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

आगामी उत्प्रेरक

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

संस्थागत संकेत

संस्थाकार्रवाईमूल्यतिमाहीफाइलिंग तिथि
BlackRockreducing$54M2024.062024-08-13↓
BlackRockreducing$31M2024.062024-08-13↓
BlackRockreducing$18M2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$43M2024.062024-08-13↓
BlackRockreducing$52M2024.062024-08-13↓
BlackRockaccumulating$530M2024.062024-08-13↑
BlackRockaccumulating$881M2024.062024-08-13↑
BlackRockreducing$74M2024.062024-08-13↓
BlackRockreducing$28M2024.062024-08-13↓
BlackRockreducing$28M2024.062024-08-13↓
BlackRockreducing$63M2024.062024-08-13↓
BlackRockreducing$93K2024.062024-08-13↓
BlackRockaccumulating$168M2024.062024-08-13↑
BlackRockreducing$5M2024.062024-08-13↓
BlackRockaccumulating$75M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockaccumulating$75M2024.062024-08-13↑
Vanguard Groupaccumulating$10K2025.122026-01-29↑
Vanguard Groupaccumulating$83M2025.122026-01-29↑
Vanguard Groupaccumulating$75M2025.122026-01-29↑
Vanguard Groupaccumulating$3.6B2025.122026-01-29↑
Vanguard Groupaccumulating$20M2025.122026-01-29↑
Vanguard Groupaccumulating$215M2025.122026-01-29↑
State Streetaccumulating$1.9B2025.122026-02-13↑
Wellington Managementaccumulating$327M2025.122026-02-17↑
Wellington Managementreducing$553K2025.122026-02-17↓
Wellington Managementaccumulating$12M2025.122026-02-17↑
Wellington Managementreducing$3M2025.122026-02-17↓
Wellington Managementreducing$64K2025.122026-02-17↓
Wellington Managementreducing$22K2025.122026-02-17↓
FMR (Fidelity)accumulating$344M2025.122026-02-17↑
FMR (Fidelity)accumulating$7M2025.122026-02-17↑
FMR (Fidelity)accumulating$55M2025.122026-02-17↑
FMR (Fidelity)accumulating$54M2025.122026-02-17↑
FMR (Fidelity)accumulating$47M2025.122026-02-17↑
FMR (Fidelity)accumulating$972K2025.122026-02-17↑

संस्थागत स्वामित्व

13F आधार · Q1 2026
संस्थापरिवर्तनस्वामित्व %पिछली तिमाहीशेयरमूल्यSEC
Appaloosa Managementबढ़ाई गई1.00%—18.4M शेयर$740M13F
BlackRockबढ़ाई गई3.70%—69.6M शेयर$2,800M13F
Vanguardबनाए रखा2.90%—54.7M शेयर$2,200M13F
कुल ट्रैक स्वामित्व: 7.60%कुल मूल्य: $5,740MSEC EDGAR 13F-HR के आधार पर · 45-दिन की देरी

ताज़ा खबर

समाचार लोड हो रहा है...

AI विश्लेषण

Dell Technologies Inc. का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।

कंपनी जानकारी

मुख्यालय

Round Rock, Texas, USA

स्थापना

1984

कर्मचारी

120,000+

वेबसाइट

dell.com

न्यूज़ गैप स्कोर

गैप स्कोर63
कम गैपअधिक गैप

संस्थागत गतिविधि

76

मीडिया स्कोर

38

क्षेत्र अवलोकन — IT / 소프트웨어

क्षेत्र समाचार

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

मुख्य विषय

  • •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
  • •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
  • •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화

आगामी उत्प्रेरक

  • ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
  • ◆Microsoft Build 컨퍼런스 (2026.05)