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08/29/25 11:37 AM

#18755 RE: JusDePomme #18737

What U talking about Jus? I posted yesterday 4:31
But if you have to know i took some allergy medicine because i wasn’t feeling well.
I took the wrong stuff and i have been feeling out of it.
But yesterday i posted:

I hope this is a sign from Dell
I hope AFFU files.
Let me be clear i know AFFU is not going to report anything like this but AFFU does work with Dell with OneMind Technologies and MTi Mingothings

Dell reported

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 second quarter. The company also provides guidance for its fiscal 2026 third quarter and full year.

Second-Quarter Summary

Record revenue of $29.8 billion, up 19% year over year
Operating income of $1.8 billion, up 27% year over year, and non-GAAP operating income of $2.3 billion, up 10%
Diluted earnings per share (EPS) of $1.70, up 38% year over year, and record second-quarter non-GAAP diluted EPS of $2.32, up 19%
Cash flow from operations of $2.5 billion
“In Q2, we achieved strong top-line results and profitability, reaching record revenue of $29.8 billion,” said Yvonne McGill, chief financial officer, Dell Technologies. “We delivered another quarter of robust cash generation, with $2.5 billion in cash flow from operations and $1.3 billion in shareholder returns.”

“We’ve now shipped $10 billion of AI solutions in the first half of FY26, surpassing all shipments in FY25. This helped deliver another record revenue quarter in our Servers and Networking business, which grew 69%,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies. “Demand for our AI solutions continues to be exceptional, and we’re raising our AI server shipment guidance for FY26 to $20 billion dollars.”

Infrastructure Solutions Group (ISG)

Record revenue: $16.8 billion, up 44% year over year
Record Servers and Networking revenue: $12.9 billion, up 69%
Storage revenue: $3.9 billion, down 3%
Second-quarter record operating income: $1.5 billion, up 14% year over year
Client Solutions Group (CSG)

Revenue: $12.5 billion, up 1% year over year
Commercial Client revenue: $10.8 billion, up 2%
Consumer revenue: $1.7 billion, down 7%
Operating income: $803 million, down 2% year over year
Capital Return

Dell Technologies returned $1.3 billion to shareholders in the second quarter through share repurchases and dividends.

Guidance Summary

Full-year FY26 revenue expected between $105.0 billion and $109.0 billion, up 12% year over year at the midpoint of $107.0 billion
Full-year FY26 GAAP diluted EPS expected to be $7.98 at the midpoint, up 25% year over year, and non-GAAP diluted EPS to be $9.55 at the midpoint, up 17%
Third-quarter FY26 revenue expected between $26.5 billion and $27.5 billion, up 11% year over year at the midpoint of $27.0 billion
Third-quarter FY26 GAAP diluted EPS expected to be $2.07 at the midpoint, up 26% year over year, and non-GAAP diluted EPS to be $2.45 at the midpoint, up 11%