Dell Struggles To Protect Margins As Supply Chain Costs Mount
· Source: benzinga.com
In short
Dell reported a 19% surge in Q2 revenue to $29.78 billion, driven by strong AI server demand, and raised its full-year fiscal 2026 revenue guidance to up to $109 billion. However, shares fell as the company guided Q3 EPS below estimates, citing margin pressures from supply chain costs and competitive AI server pricing. Management expects margin recovery in the second half of the fiscal year, helped by operational improvements and a more favorable storage mix.
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Tags: logistics, automation, forecasting, optimization, supplychain, costs