Dell forecasts FY 2027 revenue of $165B-$169B, raises AI server revenue outlook to $60B midpoint
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Summary
Dell Technologies reported a strong start to FY 2027, with demand exceeding expectations across all business lines and geographies. The company forecasts FY 2027 revenue of $165B-$169B, with AI server revenue outlook rising to a $60B midpoint. Dell reported a record $51.3B backlog, raised guidance, and noted supply constraints amid the AI server surge.
Key quotes
· 3 pulledWhat a great start to FY '27
demand was stronger than we anticipated across all lines of businesses and geographies
customers are moving decisively to
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