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Revenue by Segment
Details revenue generated by each business segment, highlighting which areas are driving growth and how diversified the company's income streams are.Dell’s revenue mix is undergoing a major structural shift: Infrastructure Solutions has become the primary growth engine, accelerating sharply after mid-2025, while Client Solutions Group is only gradually recovering from its prolonged decline. The near-total erosion of “Other” further concentrates the business around core infrastructure and client products. This mix favors Dell’s exposure to AI-driven server demand, but it also raises execution and concentration risks if hyperscaler or enterprise infrastructure spending cools.
Date | Other | Infrastructure Solutions | Client Solutions Group |
|---|---|---|---|
Jun 30, 2026 | $155.00M | $31.78B | $15.03B |
Mar 31, 2026 | $224.00M | $29.01B | $14.61B |
Dec 31, 2025 | $283.00M | $19.60B | $13.49B |
Sep 30, 2025 | $420.00M | $14.11B | $12.48B |
Jun 30, 2025 | $473.00M | $16.80B | $12.50B |
Mar 31, 2025 | $552.00M | $10.32B | $12.51B |
Dec 31, 2024 | $698.00M | $11.35B | $11.88B |
Sep 30, 2024 | $867.00M | $11.37B | $12.13B |
Jun 30, 2024 | $966.00M | $11.65B | $12.41B |
Mar 31, 2024 | $1.05B | $9.23B | $11.97B |