DELL reported a strong quarterly beat, with revenue reaching $47.0B versus the $44.9B estimate and adjusted EPS hitting $7.04 compared to the $4.91 estimate. The company booked $60.9B in AI server orders, pushing its AI backlog to a record $95B. Additionally, DELL raised its FY27 revenue guidance to approximately $192B from the previous range of $165B–$169B.