DELLDell Technologies
Dell Technologies is a leader in the global technology industry focused on providing broad and innovative technology solutions for the data and artificial intelligence (“AI”) era. 10-K, Item 1
- Employees
- 97,000
- Headquarters
- Round Rock, TX
- CEO
- Michael S. Dell
- Next results
- around Nov 24, 2026
What changed
10-K filed Mar 16, 2026 against Mar 25, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 1 new paragraph, nothing like it in the previous 10-K | 10-K Item 1A |
| Receivables growing faster than revenue | Receivables +70.8% vs revenue +18.8% (+52.0 pts) | 10-K · XBRL |
| Inventory growing faster than revenue | Inventory +55.4% vs revenue +18.8% (+36.6 pts) | 10-K · XBRL |
| Critical audit matters changed | New this year: Revenue Recognition for Certain Products and Services (“As described in Note 2 to the consolidated financial statements, the Company sells a wide portfolio of products and services to its customers. The Company’s contracts with customers often include the promise to transfer multiple goods and services to the customer. Distinct promises within a contract”). No longer listed: Revenue Recognition - Identification of Performance Obligations in Revenue Contracts | 10-K · XBRL |
| Accounting checks | 8 other checks clear, 3 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 1 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Mar 16, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-03-25. Quoted as filed.
Although our Board of Directors has adopted a stock repurchase program, we are not obligated to repurchase any specific amount of shares of common stock, and the stock repurchase program may be suspended or terminated at any time. The amount, timing, and execution of our stock repurchase program may fluctuate, and changes in cash flows,…
10-K, Item 1A
Accounting checks
latest 10-K8 of 11 clear 3 worth a look. Checks, not verdicts.
- !Receivables growing faster than revenueReceivables +70.8% vs revenue +18.8% (+52.0 pts)
- !Inventory growing faster than revenueInventory +55.4% vs revenue +18.8% (+36.6 pts)
- !Critical audit matters changedNew this year: Revenue Recognition for Certain Products and Services (“As described in Note 2 to the consolidated financial statements, the Company sells a wide portfolio of products and services to its customers. The Company’s contracts with customers often include the promise to transfer multiple goods and services to the customer. Distinct promises within a contract”). No longer listed: Revenue Recognition - Identification of Performance Obligations in Revenue Contracts
- ✓Cash from operations $11.2B vs net income $5.9B (FY ending 2026-01-30)
- ✓Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Oct 21, 20268-K Director or officer change 8-K item 5.02
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