Dell raises FY27 revenue outlook to $192B; AI server revenue guidance up 200%
Beth_Kindig · x · 2026-09-02
Dell raised its FY27 revenue guidance by $25 billion to $192 billion, representing 69% year-over-year growth and beating the consensus estimate of $173.3 billion. AI server revenue guidance was increased by $14 billion to $74 billion for FY27, up 200% from $24.7B in FY26. In Q2 of FY27, Dell reported record revenue of $47 billion (up 58% YoY), with AI server revenue reaching $16.4 billion, doubling year-over-year.
Related event: Dell Posts Record $47B Quarter as AI Server Orders Double to $60.9B(8 posts)→
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