Dell's first quarter 2027 revenue surges 88% to $43.8B, crushing estimates on explosive AI server demand.

Dell reported record first quarter fiscal 2027 results, significantly surpassing analyst expectations on both revenue and earnings. Revenue grew 88% year-over-year to $43.8 billion, beating the consensus estimate of $35.46 billion, while diluted EPS of $5.24 was well ahead of the expected $2.74.

Key Highlights

• AI-Optimized Server revenue reached a record $16.1 billion, an increase of 757% year-over-year, reflecting unprecedented demand for AI infrastructure.
• The Infrastructure Solutions Group (ISG) segment reported record revenue of $29.0 billion, up 181% year-over-year, driven by the surge in server sales.
• Dell raised its full-year fiscal 2027 revenue guidance to a midpoint of $167 billion and now expects AI-Optimized Server revenue of approximately $60 billion for the year.