Winsage
November 26, 2025
Dell's outlook for the upcoming year indicates steady PC sales, with COO Jeffrey Clarke noting challenges in completing the Windows 11 transition, lagging behind previous transitions by 10 to 12 percentage points, affecting around 500 million PCs. Despite this, Clarke expressed optimism for the PC market, predicting "roughly flat" sales after mid-to-high single-digit growth in the past year. Dell secured orders totaling .3 billion for AI servers and shipped products valued at .6 billion in the quarter ending October 31st, with server and networking revenue increasing by 37 percent year-over-year. There is growing interest in traditional servers, driven by the need for efficient configurations, but rising costs for RAM and NAND present challenges. Dell reported .6 billion in revenue for the latest quarter, an 11 percent year-over-year increase, and anticipates revenues of .5 billion in Q4 and .7 billion for FY 2026, with significant growth expected from server sales as many customers still use older server models.
