- Will Dell say "AI" or "Artificial Intelligence" 20+ times during earnings call?96¢
- Will Dell say "Quarter" 20+ times during earnings call?96¢
- Will Dell say "Fiscal" 20+ times during earnings call?7¢
- Will Dell say "Data Center" 10+ times during earnings call?10¢
- Will Dell say "Dividend" 3+ times during earnings call?56¢
- Will Dell say "Nvidia" during earnings call?80¢
- Will Dell say "Agentic" during earnings call?85¢
- Will Dell say "Lightning" during earnings call?66¢
- Will Dell say "Confidence" during earnings call?76¢
- Will Dell say "Tailwind" during earnings call?44¢
- Will Dell say "Inflation" or "Inflationary" during earnings call?46¢
- Will Dell say "Mistral" during earnings call?35¢
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
Dell’s upcoming September 1 earnings call follows a blockbuster Q1 FY2027 that delivered $43.8 billion in revenue, up 88% year-over-year, fueled by $24.4 billion in AI server orders and a record $51.3 billion AI backlog. Traders are focused on whether management will reaffirm or raise its sharply lifted full-year guidance of roughly $167 billion revenue and $17-plus EPS, while addressing persistent memory chip shortages that have prompted price hikes and compressed discounting. Recent moves into hybrid and agentic AI infrastructure, including new NVIDIA Vera Rubin-based PowerEdge servers and enterprise PC offerings, reinforce Dell’s positioning against HPE and Supermicro, though concerns persist about demand pull-forwards versus sustainable growth. Investor conferences in September could provide additional color on supply and competitive dynamics.