canar.ai
Rankings/DELL/Q3 2022 Analysis

Dell Technologies

DELL
Q3 2022(DELL Q2 FY2023)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$330.7M
AI Revenue (Q)
$0
Total Revenue (Q)
$22.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q2 FY2023 (ended October 28, 2022) is pre-ChatGPT launch. Dell's ISG segment had no disclosed AI-specific revenue. The filing contains no mention of AI servers or AI workloads in product descriptions. Total revenue was $24,721M. ISG revenue was approximately $9,285M in prior year Q1 comparables but no AI-specific breakdown exists.
Analyzed by claude-opus-4-6

Quoted Figures

Total net revenue 24,721
10-Q Q2 FY2023, Condensed Consolidated Statements of Income

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

ISG servers and networkingISG storage

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix