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Consensus for tomorrow is $4.91 of adjusted EPS on roughly $44.9bn of revenue. Dell guided to $44bn to $45bn with $15.5bn of AI servers inside it, after a first quarter that did $43.8bn and $16.1bn respectively and carried a record $51.3bn AI backlog.
Texas, China, and Trump appear zero times across four full Dell transcripts, prepared remarks, and analyst questions together. They are priced at 22, 21, and 6 cents.
In the last four earnings calls, Dell mentioned 'AI' 60, 54, 65, and 62 times, against a contract requiring 20. Quarter was mentioned 52, 34, 44, and 36 times against the same bar of 20. Fiscal, same bar, was mentioned 4, 5, 6, and 3 times. Data center, 10 or more, was mentioned 5, 4, 1, and 3 times.
Dell reports after the close tomorrow, and the words market on it is thin. Polymarket lists 17 contracts with $5,000 of liquidity between them and $9,000 traded.
