Dell reported that it earned a net income of $1.5 billion on revenues of $23.9 billion in the quarter ending January 31, 2025. Those figures represent gains of 27 percent and 7 percent, respectively, year-over-year (YOY).
The quarter also marked the end of Dell’s fiscal year. For FY2025, the firm reported a net income of $4.6 billion (up 36 percent) on revenues of $95.6 billion (up 8 percent YOY).
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“In Q4 we grew our Infrastructure Solutions Group revenue by 22 percent, and we’re well positioned to capture growth across every segment of our business,” Dell vice chairman and COO Jeff Clarke said. “Our prospects for AI are strong, as we extend AI from the largest cloud service providers, into the enterprise at-scale, and out to the edge with the PC. The deals we’ve booked with xAI and others puts our AI server backlog at roughly $9 billion as of today.”
Dell’s Client Solutions Group is responsible for its PC sales, and it delivered revenues of $11.9 billion in the quarter, up 1 percent YOY. Of that, $10 billion in revenues came from commercial PC sales (up 5 percent YOY), while $1.9 billion came from consumer PC sales (down 12 percent YOY).
Dell’s Infrastructure Solutions Group delivered revenues of $11.4 billion in the quarter, up 22 percent YOY. Servers and Network contributed $6.6 billion of those revenues, up 37 percent YOY, and driven by AI and traditional server demand. Storage accounted for the remaining $4.7 billion in revenues, up 5 percent YOY.
