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Технологии·Big Tech

What will Dell say during their next earnings call?

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

What will Dell say during their next earnings call?

сент. 1

сент. 1

НОВОЕ
1 сент. 2026 г.
Polymarket

$8,792 Объем

Polymarket

AI / Artificial Intelligence 20+ times

$1,187 Объем

99%

Quarter 20+ times

$296 Объем

98%

Fiscal 20+ times

$1,308 Объем

5%

Data Center 10+ times

$484 Объем

15%

Dividend 3+ times

$562 Объем

26%

Nvidia

$937 Объем

75%

Agentic

$561 Объем

88%

Lightning

$408 Объем

61%

Confidence

$478 Объем

77%

Tailwind

$318 Объем

49%

Inflation / Inflationary

$998 Объем

52%

Mistral

$227 Объем

30%

Headwind

$152 Объем

27%

Texas

$358 Объем

22%

China

$427 Объем

13%

Trump

$0 Объем

7%

-No Qualifying Event-

$90 Объем

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 for fiscal Q2 2027 follows a record Q1 that delivered $43.8 billion in revenue (up 88% year-over-year), powered by $16.1 billion in AI-optimized server sales and a $51.3 billion AI backlog within the Infrastructure Solutions Group. Traders are focused on whether management reaffirms or lifts the raised full-year targets—including roughly $60 billion in AI server revenue—while addressing memory and component shortages that prompted price hikes and reduced discounting. Recent product launches such as the Dell PowerRack, 18th-generation PowerEdge servers supporting NVIDIA Rubin architectures, and AI workstations add context on competitive positioning against hyperscalers and peers. Sentiment also hinges on any commentary about sequential AI order trends, PC/client solutions resilience, and supply-chain visibility amid ongoing demand-supply imbalance.

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
Объем
$8,792
Дата окончания
1 сент. 2026 г.
Открытие рынка
Aug 26, 2026, 8:12 PM ET

Кто определяет исход

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 for fiscal Q2 2027 follows a record Q1 that delivered $43.8 billion in revenue (up 88% year-over-year), powered by $16.1 billion in AI-optimized server sales and a $51.3 billion AI backlog within the Infrastructure Solutions Group. Traders are focused on whether management reaffirms or lifts the raised full-year targets—including roughly $60 billion in AI server revenue—while addressing memory and component shortages that prompted price hikes and reduced discounting. Recent product launches such as the Dell PowerRack, 18th-generation PowerEdge servers supporting NVIDIA Rubin architectures, and AI workstations add context on competitive positioning against hyperscalers and peers. Sentiment also hinges on any commentary about sequential AI order trends, PC/client solutions resilience, and supply-chain visibility amid ongoing demand-supply imbalance.

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
Объем
$8,792
Дата окончания
1 сент. 2026 г.
Открытие рынка
Aug 26, 2026, 8:12 PM ET

Кто определяет исход

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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