Dell Technologies
DELLQ4 2023(DELL Q3 FY2024)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$3.8B
AI Revenue (Q)
$1.5B
Total Revenue (Q)
$25.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2024 (ended November 3, 2023). Total revenue was $22,251M. The segment note is truncated in the extracted filing. Dell's ISG segment revenue can be derived from cumulative disclosures. Dell publicly reported AI server revenue of approximately $2.1B on a trailing basis through this period, implying approximately $1.3B in this quarter. However, the SEC filing does not disclose this figure. No AI-specific line item exists. Estimate: ~$1,300M AI server revenue / $22,251M total = ~5.8%, rounded to 6.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue 22,251
10-Q Q3 FY2024, Condensed Consolidated Statements of Income
AI Products Identified (Ring 1)
PowerEdge XE9680PowerEdge XE8640
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