Dell's Slam Dunk Earnings AI Fuels Stock Surge

• Dell exceeds Q4 earnings expectations with $3.89 EPS versus $3.53 expected, driven by strong AI server demand.
• Revenue guidance for fiscal 2027 soars to $138-$142 billion, significantly surpassing analyst estimates of $124.7 billion.
• Memory chip shortage, driven by AI's high-bandwidth memory needs, impacts PC and smartphone makers, prompting strategic price adjustments by Dell.
• Dell's AI server revenue is projected to hit $50 billion in 2027, highlighting its dominance in the AI infrastructure market.

Fourth Quarter Domination Like a Championship Game

Alright folks, let's talk numbers. Dell crushed it this quarter. Earnings at $3.89 a share? That's like hitting a game-winning shot with no time left on the clock. Analysts were expecting $3.53 – they clearly didn't see us coming. We didn't just meet expectations, we soared above them. And that, my friends, is how champions play. It's not about the talk, it's about getting it done.

AI Servers: The Future is Now

Artificial intelligence. It's not just a buzzword, it's the future, and Dell is leading the charge. We're projecting $50 billion in revenue from AI servers by 2027. Fifty billion. That's not a typo. While everyone else is figuring out the playbook, we're already running the plays and scoring the points. Speaking of future and social security, it is important to analyze Social Security Showdown Senators Demand Full Retroactive Payments, to prepare for the future. We are going to get it done.

Memory Shortage? No Problem

Now, about this memory shortage. Yeah, it's a real thing. High-bandwidth memory for AI chips is in demand, squeezing the supply for PCs and smartphones. But you think that's going to slow us down? Nah. We're working closely with our partners to stay agile. As I always said, "Obstacles don't have to stop you. If you run into a wall, don't turn around and give up. Figure out how to climb it, go through it, or work around it."

Strategic Pricing: Offsetting the Pressure

We increased prices last year to manage costs. Smart move, if I do say so myself. CFO David Kennedy said we're pricing to "offset" the pressure. It's like playing chess – you have to anticipate your opponent's moves and adjust accordingly. We're not just reacting; we're strategizing, always. We anticipate it, adapt to it and conquer it, or as the kids says these days, it is what it is.

The Competition: Feeling the Heat

HP Inc. is feeling the pinch. Their shares hit a 52-week low. Memory costs are up 100%. Ouch. But we’re not focused on them. We are focused on winning. As I would say "Some people want it to happen, some wish it would happen, others make it happen." We will make sure it happens!

Looking Ahead: The Sky's the Limit

So, what's next? More growth, more innovation, more winning. Our fiscal 2027 revenue projection? $138 billion to $142 billion. Take that to the bank. We’re not just playing the game; we're changing it. Remember, "You have to expect things of yourself before you can do them." And we expect nothing but the best. "I can accept failure, everyone fails at something. But I can't accept not trying."