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Dell — 供應鏈與商業關係

下方的每一段關係都源自公開公司申報文件中的逐字引用,點名了交易對手,並附有一鍵連結至原始文件。

點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠=供應 · 橘虛線=競爭 · 藍=合作 · 紫=持股 · 灰虛線=暫停 · 如何閱讀這些資料

4 家供應商1 家客戶3 家競爭對手8 份來源申報文件

它在 AI 伺服器鏈上的位置

依申報引文,這家公司被定位在 AI 伺服器鏈上的環節。

客戶(其供應的公司)

供應給 → Vmware
申報於 2026-03-16 · 168 天前
“Dell Technologies sold and leased products and sold services to VMware.”
— DELL 10-K,申報於 2026-03-16 EDGAR · 查看原始申報文件 ↗
Dell Technologies 向 VMware 銷售及租賃產品,並銷售服務。(以原文為準)

供應商(供應其產品或服務的公司)

供應來自 ← Alpha & Omega
申報於 2026-08-27 · 4 天前
“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”
— AOSL 10-K,申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗
Alpha & Omega 透過經銷商和 ODM 服務 Dell 等主要 OEM。(以原文為準)
供應來自 ← Sunonwealth
申報於 2026-05-25 · 98 天前
“Sunonwealth is a key supplier to the world's largest server brands, including DELL, HPE, Amazon AWS, Meta, and Microsoft.”
— Sunonwealth Electric Machine Annual report,申報於 2026-05-25 TWSE (中文正本之英文譯本) · 查看原始申報文件 ↗
Sunonwealth 是 Dell 的關鍵供應商。(以原文為準)
供應來自 ← Celestica
申報於 2026-02-27 · 185 天前
“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc.”
— CLS 10-K,申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗
Celestica 將 Dell 列為其 CCS 部門之客戶。(以原文為準)
供應來自 ← AMD
申報於 2025-08-05 · 391 天前
“Dell announced the new Dell AI platform including the Dell PowerEdge XE9785 and XE9785L servers that maximize performance and efficiency with AMD Instinct MI350 Series GPUs and AMD EPYC CPUs.”
— AMD 8-K,申報於 2025-08-05 EDGAR · 查看原始申報文件 ↗
AMD 的 AMD Instinct MI350 系列 GPU 與 AMD EPYC CPU 被用於 Dell 新發表的 Dell AI 平台伺服器中。(以原文為準)

競爭對手

相互競爭 ↔ Arista Networks
申報於 2026-02-17 · 195 天前
“The data center and campus networking markets have historically been dominated by Cisco, with competition also coming from other large network equipment and system vendors, including Dell/EMC, Extreme Networks, Hewlett Packard Enterprise, Huawei, Juniper Networks, Nvidia, and white box networking vendors that utilize open-source operating systems.”
— ANET 10-K,申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗
Arista Networks 將 Dell 列為其資料中心與園區網路市場之競爭對手。(以原文為準)
相互競爭 ↔ Cisco
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K,申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Dell 被列為 Cisco 的競爭對手之一(僅就部分產品或服務而言)。(以原文為準)
相互競爭 ↔ Supermicro
申報於 2025-08-28 · 368 天前
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”
— SMCI 10-K,申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗
Supermicro 認為 Dell 是其主要的競爭對手之一。(以原文為準)

公司公告

Dell 自身的申報/公告,取自本站檔案:美國 SEC 財報申報(8-K Item 2.02 與 6-K 業績報告)自 2025-07-22 起,另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史;主旨一律以原文原樣呈現。

2026-05-28財報發布Dell Technologies Delivers First Quarter Fiscal 2027 Financial Results
ROUND ROCK, Texas — May 28, 2026 — Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2027 first quarter and provides guidance for its fiscal 2027 second quarter and full year. First-Quarter Summary • Record revenue of $43.8 billion, up 88% year over year
顯示更多原文
• Record diluted earnings per share (EPS) of $5.24, up 282% year over year, and record non-GAAP diluted EPS of $4.86, up 214% • Record first-quarter cash flow from operations of $4.1 billion “Our record Q1 performance reflects strong in-quarter demand, as well as our pace of innovation across the full stack of PCs, compute and storage,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies. “We booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-02-26財報發布Dell Technologies Delivers Fourth Quarter and Full-Year Fiscal 2026 Results
ROUND ROCK, Texas — February 26, 2026 — Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 fourth quarter and full year ended January 30, 2026. The company also provides guidance for its fiscal 2027 first quarter and full year. Full-Year Summary • Record full-year revenue of $113.5 billion, up 19% year over year
顯示更多原文
• Record full-year diluted earnings per share (EPS) of $8.68, up 36% year over year, and record full-year non-GAAP diluted EPS of $10.30, up 27% • Record full-year cash flow from operations of $11.2 billion • Announcing a cash dividend increase of 20% and $10 billion increase in share repurchase authorization • FY27 guidance: Full-year revenue growth of 23% at the midpoint, diluted EPS growth of 33% at the midpoint, and non-GAAP diluted EPS growth of 25% at the midpoint Fourth-Quarter Summary • Record revenue of $33.4 billion, up 39% year over year • Record fourth-quarter diluted EPS of $3.37, up 57% year over year, and record non-GAAP diluted EPS of $3.89, up 45%
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-11-25財報發布Dell Technologies Delivers Third Quarter Fiscal 2026 Financial Results
ROUND ROCK, Texas — November 25, 2025 — Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 third quarter and provides guidance for its fiscal 2026 fourth quarter and full year. The company also names David Kennedy its chief financial officer on a permanent basis. Third-Quarter Summary • Record third-quarter revenue of $27.0 billion, up 11% year over year
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• Diluted earnings per share (EPS) of $2.28, up 39% year over year, and record third-quarter non-GAAP diluted EPS of $2.59, up 17% • Cash flow from operations of $1.2 billion “In the third quarter we delivered record Q3 revenue of $27 billion, record Q3 profitability, strong cash generation and above-trend capital return of $1.6 billion,” said David Kennedy, chief financial officer, Dell Technologies.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-08-28財報發布Dell Technologies Delivers Second Quarter Fiscal 2026 Financial Results
ROUND ROCK, Texas — August 28, 2025 — Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 second quarter. The company also provides guidance for its fiscal 2026 third quarter and full year. Second-Quarter Summary • Record revenue of $29.8 billion, up 19% year over year
顯示更多原文
• Operating income of $1.8 billion, up 27% year over year, and non-GAAP operating income of $2.3 billion, up 10% • Diluted earnings per share (EPS) of $1.70, up 38% year over year, and record second-quarter non-GAAP diluted EPS of $2.32, up 19% • Cash flow from operations of $2.5 billion “In Q2, we achieved strong top-line results and profitability, reaching record revenue of $29.8 billion,” said Yvonne McGill, chief financial officer, Dell Technologies. “We delivered another quarter of robust cash generation, with $2.5 billion in cash flow from operations and $1.3 billion in shareholder returns.” “We’ve now shipped $10 billion of AI solutions in the first half of FY26, surpassing all shipments in FY25. This helped deliver another record revenue quarter in our Servers and Networking business, which grew 69%,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗