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Technik·Big Tech

What will Dell say during their next earnings call?

icon for What will Dell say during their next earnings call?
Technik·Big Tech

What will Dell say during their next earnings call?

Sep. 1

Sep. 1

NEU
1. Sep. 2026
Polymarket

$8,772 Vol.

Polymarket

AI / Artificial Intelligence 20+ times

$1,187 Vol.

99%

Quarter 20+ times

$296 Vol.

98%

Fiscal 20+ times

$1,308 Vol.

5%

Data Center 10+ times

$484 Vol.

15%

Dividend 3+ times

$562 Vol.

26%

Nvidia

$937 Vol.

75%

Agentic

$561 Vol.

87%

Lightning

$408 Vol.

61%

Confidence

$478 Vol.

77%

Tailwind

$318 Vol.

49%

Inflation / Inflationary

$998 Vol.

54%

Mistral

$227 Vol.

30%

Headwind

$152 Vol.

27%

Texas

$358 Vol.

22%

China

$407 Vol.

15%

Trump

$0 Vol.

7%

-No Qualifying Event-

$90 Vol.

1%

This market will resolve based on the next earnings announcement of Dell currently scheduled to take place on September 1, 2026 at 4:30 PM ET. This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No". If this event is definitely cancelled, or otherwise is not aired by September 2, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No". The resolution source will be audio of the event. For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Mentions/Event+Mentions+Contract+DeFi.pdfDell’s upcoming September 1 earnings call follows a period of exceptional AI server momentum, with Q1 fiscal 2027 delivering $16.1 billion in AI-optimized server revenue—up over 750% year over year—and a record $51.3 billion backlog after booking $24.4 billion in orders. Management has already raised full-year AI server guidance to roughly $60 billion amid broad demand from enterprise, neocloud, and sovereign customers, while highlighting memory supply constraints as the main limiter and noting ongoing price discipline to protect margins. Recent results also showed the company shipping more AI servers in the first half of the year than all of fiscal 2026, supported by rack-scale solutions built around NVIDIA’s Blackwell platform. Traders will watch for updates on backlog conversion, customer growth beyond 5,000 accounts, and any commentary on enterprise refresh cycles or competitive dynamics in accelerated computing.

This market will resolve based on the next earnings announcement of Dell currently scheduled to take place on September 1, 2026 at 4:30 PM ET.

This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".

If this event is definitely cancelled, or otherwise is not aired by September 2, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".

The resolution source will be audio of the event.

For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Mentions/Event+Mentions+Contract+DeFi.pdf
Volumen
$8,772
Enddatum
1. Sep. 2026
Markt eröffnet
Aug 26, 2026, 8:12 PM ET

Abwickler

0x65070BE91...
This market will resolve based on the next earnings announcement of Dell currently scheduled to take place on September 1, 2026 at 4:30 PM ET. This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No". If this event is definitely cancelled, or otherwise is not aired by September 2, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No". The resolution source will be audio of the event. For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Mentions/Event+Mentions+Contract+DeFi.pdf
This market will resolve based on the next earnings announcement of Dell currently scheduled to take place on September 1, 2026 at 4:30 PM ET. This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No". If this event is definitely cancelled, or otherwise is not aired by September 2, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No". The resolution source will be audio of the event. For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Mentions/Event+Mentions+Contract+DeFi.pdfDell’s upcoming September 1 earnings call follows a period of exceptional AI server momentum, with Q1 fiscal 2027 delivering $16.1 billion in AI-optimized server revenue—up over 750% year over year—and a record $51.3 billion backlog after booking $24.4 billion in orders. Management has already raised full-year AI server guidance to roughly $60 billion amid broad demand from enterprise, neocloud, and sovereign customers, while highlighting memory supply constraints as the main limiter and noting ongoing price discipline to protect margins. Recent results also showed the company shipping more AI servers in the first half of the year than all of fiscal 2026, supported by rack-scale solutions built around NVIDIA’s Blackwell platform. Traders will watch for updates on backlog conversion, customer growth beyond 5,000 accounts, and any commentary on enterprise refresh cycles or competitive dynamics in accelerated computing.

This market will resolve based on the next earnings announcement of Dell currently scheduled to take place on September 1, 2026 at 4:30 PM ET.

This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".

If this event is definitely cancelled, or otherwise is not aired by September 2, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".

The resolution source will be audio of the event.

For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Mentions/Event+Mentions+Contract+DeFi.pdf
Volumen
$8,772
Enddatum
1. Sep. 2026
Markt eröffnet
Aug 26, 2026, 8:12 PM ET

Abwickler

0x65070BE91...
This market will resolve based on the next earnings announcement of Dell currently scheduled to take place on September 1, 2026 at 4:30 PM ET. This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No". If this event is definitely cancelled, or otherwise is not aired by September 2, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No". The resolution source will be audio of the event. For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Mentions/Event+Mentions+Contract+DeFi.pdf

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