Mission Statement, Vision, & Core Values of Dell Technologies Inc. (DELL)

Dell Technologies closed its 2025 fiscal year with a massive $95.6 billion in revenue and a critical AI server backlog of roughly $9 billion, but does this financial strength truly align with their stated purpose? As an investor or strategist, you know that a company's Mission Statement, Vision, and Core Values are the non-financial bedrock-the geist of the organization-driving the long-term decisions that generate those numbers.

Are Dell Technologies' core values-like Winning Together and Integrity-defintely strong enough to sustain their growth in the cutthroat AI market, or are they just corporate wallpaper? We need to look past the press releases and see if the foundational principles underpin their strategic execution.

Dell Technologies Inc. (DELL) Overview

You're looking for the clear picture on Dell Technologies Inc., and the takeaway is this: they've successfully shifted from a PC giant to an enterprise AI infrastructure powerhouse. Founded by Michael Dell in 1984 with the simple, revolutionary idea of selling computers directly to the customer, the company has always been about cutting out the middleman to deliver value.

That direct-to-consumer model evolved dramatically in September 2016 with the merger of Dell and EMC Corporation, creating Dell Technologies, a global, end-to-end solutions provider. This move was a defintely strategic pivot into the high-margin world of enterprise IT.

Today, Dell Technologies operates across two core segments:

• Client Solutions Group (CSG): Your everyday desktops, notebooks, and workstations.
• Infrastructure Solutions Group (ISG): High-growth servers, storage, and networking systems for data centers.

For the full fiscal year 2025 (FY25), Dell Technologies reported total revenue of a massive $95.6 billion, up 8% year over year, demonstrating the scale of their global footprint.

Recent Financial Performance: AI Drives Record Revenue

The latest numbers tell a story of a company capitalizing on the artificial intelligence (AI) boom, which is why you see such a divergence in segment performance. In the third quarter of fiscal year 2025 (Q3 FY25), Dell Technologies reported total revenue of $24.4 billion, a solid 10% increase year over year.

Here's the quick math on where that growth came from: the Infrastructure Solutions Group (ISG) was the star. ISG revenue hit a record $11.4 billion, surging 34% year over year. This was directly fueled by the AI server momentum, with servers and networking revenue skyrocketing 58% year over year to $7.4 billion.

The demand for AI-optimized servers is unprecedented, driving record orders of $3.6 billion in Q3 FY25 alone. To be fair, the Client Solutions Group (CSG) revenue was flat, coming in at $12.1 billion, a slight decline of 1% year over year, but commercial client sales were still up 3% at $10.1 billion.

A Leader in Enterprise AI Infrastructure

Dell Technologies is no longer just a PC company; it's a critical hardware enabler for enterprise AI. The company's strategic focus on its Infrastructure Solutions Group (ISG) has positioned it to capture the lion's share of the enterprise digital transformation spend, especially around generative AI (GenAI) applications. This is a structural shift, not a temporary bump.

The company is uniquely positioned to extend AI from the largest cloud service providers right into the enterprise data center and out to the edge with the AI-enhanced personal computer (PC). Their portfolio spans everything from the PowerEdge servers that power AI workloads to the storage solutions like PowerStore and PowerScale that manage the massive data sets AI requires. This comprehensive approach is what makes them a leader in the industry.

So, if you want to understand the engine behind this success, you need to dig deeper into the company's foundational principles and operational strategies. Find out more about the company's journey and core philosophy here: Dell Technologies Inc. (DELL): History, Ownership, Mission, How It Works & Makes Money.

Dell Technologies Inc. (DELL) Mission Statement

You're looking for the foundational principles that guide a tech giant like Dell Technologies, and you should. A company's mission statement is its strategic compass, the one document that maps its long-term goals to daily operations, especially when navigating a complex market like enterprise IT and AI.

Dell Technologies Inc.'s mission is to be a unique family of businesses that helps organizations and individuals build their digital future and transform how they work, live and play. The company provides customers with the industry's broadest and most innovative technology and services portfolio spanning from edge to core to cloud. This mission is explicitly tied to its core values-Customers, Winning Together, Innovation, Results, and Integrity-which shape every investment decision.

This commitment to being a full-spectrum digital partner is paying off, as evidenced by the company's fiscal 2025 performance. Dell Technologies reported full-year revenue of $95.6 billion, an 8% increase year over year, showing that their mission-driven focus on digital transformation is resonating with customers. For a deeper dive into the company's structure, you can check out Dell Technologies Inc. (DELL): History, Ownership, Mission, How It Works & Makes Money.

Core Component 1: Empowering Digital Transformation

The first core component of Dell Technologies' mission is its focus on empowering human progress by helping organizations and individuals build their digital future. This isn't just about selling hardware; it's about providing the integrated solutions that enable a complete digital overhaul, from a remote worker's laptop to a massive data center.

This mission component is the lens through which Dell Technologies approaches major market shifts, like the rise of Generative Artificial Intelligence (GenAI). Honestly, GenAI is the biggest near-term opportunity for them. The company's Infrastructure Solutions Group (ISG) revenue grew by a significant 22% in the fourth quarter of fiscal 2025, largely driven by demand for AI and traditional servers. This segment is defintely the engine for future growth.

Here's the quick math on their AI bet: Dell Technologies' AI server backlog-orders placed but not yet delivered-stood at roughly $9 billion as of the end of fiscal 2025. This backlog shows a clear, actionable commitment to enabling customers' digital futures, specifically in high-growth AI workloads.

• Focus on AI-driven IT solutions.
• Provide end-to-end cloud infrastructure.
• Transform how customers work, live, and play.

Core Component 2: Delivering Innovative Technology

The mission's second component centers on providing the industry's broadest and most innovative technology and services portfolio. In a world where technology is constantly changing, you can't be a leader without consistent, heavy investment in research and development (R&D). Dell Technologies is a realist here; they know innovation is the cost of entry.

In fiscal year 2025, Dell Technologies' total R&D expenses were $3.1 billion, a tangible demonstration of their commitment to creating new solutions for hybrid cloud, edge computing, and AI. This investment isn't abstract; it translates directly into products that deliver measurable results for customers.

For example, Dell's AI factories are demonstrably delivering returns on investment (ROI), with customers reporting productivity gains ranging from 20% to 40%. Also, their PowerStore customers have collectively saved over eight exabytes of storage capacity through data deduplication and compression, a concrete example of how their technology provides efficiency and value. That's a massive amount of data savings.

Core Component 3: Operating with Integrity and Customer Focus

The third crucial component is the bedrock of their long-term success: the core values of Integrity and Customer Focus. You can have the best technology, but if you don't operate ethically and prioritize the client relationship, you'll lose the long game. Dell Technologies believes its customer relationships are the ultimate differentiator.

This commitment to ethical conduct is not just a poster on a wall. Dell Technologies was recognized by Ethisphere as one of the World's Most Ethical Companies in 2024 for the 11th consecutive year. That kind of consistent recognition is a strong signal to investors and partners that the company's internal controls and ethical sourcing practices are robust.

The focus on the customer is equally clear. Dell Technologies' 2024 Customer Satisfaction Survey showed that 85% of customers reported being satisfied with the company's products and services. This high satisfaction rate, coupled with their integrity standards, helps maintain the strong client loyalty necessary to support their non-GAAP operating income of $8.5 billion in fiscal 2025. They are putting their money where their mission is.

Dell Technologies Inc. (DELL) Vision Statement

You're looking for the bedrock of Dell Technologies Inc.'s (DELL) strategy, and it boils down to a simple, powerful vision: to create technology that drives human progress and become the essential tech company for the data era. This isn't corporate fluff; it's a clear map for their $95.6 billion in fiscal year 2025 revenue and their aggressive push into AI and hybrid cloud. Their core mission is to help organizations and individuals build their digital future, offering the industry's broadest technology and services portfolio, from the edge to the core to the cloud.

As a seasoned analyst, I see their long-term focus crystallized in their 'Progress Made Real' 2030 Vision, which breaks this down into three actionable pillars: Advancing Sustainability, Cultivating Inclusion, and Transforming Lives with Technology. This framework is what separates a long-term player from a short-term trade. You can defintely see the link between this vision and the company's financial health, which you can read more about here: Breaking Down Dell Technologies Inc. (DELL) Financial Health: Key Insights for Investors.

Dell Technologies' vision is fundamentally about using technology to empower people and businesses to thrive. In the near term, this translates directly into dominating the Artificial Intelligence (AI) and data infrastructure market, which is where the real money is right now. Their Infrastructure Solutions Group (ISG) revenue is a clear indicator of this focus, with Q2 FY2025 revenue hitting a record $11.6 billion, an increase of 38% year-over-year.

The growth engine here is AI server demand. Frankly, the numbers are staggering: Dell Technologies reported an AI server backlog of roughly $9 billion as of February 2025, which shows a massive forward commitment from customers. This isn't just selling boxes; it's about providing the integrated, resilient infrastructure for the AI Factory, extending AI from the largest cloud providers right down to the edge with the PC. Their Q4 Servers and Networking revenue alone grew by a remarkable 37%, largely driven by this AI demand. They are making themselves the essential partner for enterprise digital transformation.

The 'Advancing Sustainability' component of the vision is a non-negotiable business imperative today, not just a feel-good marketing line. It addresses the core risk of resource scarcity and the opportunity for cost-saving efficiency. Dell Technologies is committed to embedding ethical practices and sustainability into all operations, from sourcing to recycling.

For example, their commitment to ethical sourcing and waste reduction is part of their broader goal to protect the planet. They are focused on leveraging the circular economy, which means designing products that can be easily repaired, reused, or recycled. You need to watch their progress on reducing carbon emissions-in fiscal year 2024, they reduced their carbon emissions by 30% compared to their 2015 baseline, showing real, measurable progress against their environmental goals.

A diverse workforce is a competitive advantage, especially in a global tech market. Dell Technologies' vision includes a focus on 'Cultivating Inclusion,' recognizing that closing the diversity gap is critical for meeting future talent needs and reflecting their global customer base. This focus on people is a direct extension of their core value of 'Winning Together.'

This commitment goes beyond hiring; it's about transforming lives through technology and community involvement. Their vision for 2030 includes a focus on creating equal opportunities for all, which is a key factor in employee loyalty and talent retention. The best companies know that a strong internal culture, driven by clear values like Integrity and Customer focus, is what sustains a high GAAP operating income, which hit $6.2 billion for Dell Technologies in FY2025.

The vision is only credible if the financial performance backs it up, and Dell Technologies' fiscal year 2025 results show a company executing its strategy well. Full-year revenue was $95.6 billion, an 8% jump year-over-year. This growth, alongside a 15% increase in GAAP operating income to $6.2 billion, demonstrates that their focus on high-growth areas like AI is paying off.

The company's financial services arm, Dell Financial Services (DFS), also played a crucial role, funding $8.4 billion in originations in FY2025, which helps customers acquire the hardware needed for their digital transformation. This is a smart way to lock in future revenue. They also increased their strategic investments in non-marketable securities to $1.5 billion as of January 31, 2025, showing they are actively funding next-generation technologies that align with their long-term vision.

Dell Technologies Inc. (DELL) Core Values

You're looking for the bedrock of a company like Dell Technologies Inc. (DELL)-the principles that drive a firm with a full-year fiscal 2025 revenue of $95.6 billion. We can't just look at the income statement; we have to look at the five core values that shape their strategy: Customers, Winning Together, Innovation, Results, and Integrity. These values are the lens through which they map near-term risks and opportunities.

Honestly, a company's values are only as good as the actions they back up with capital and execution. Dell Technologies Inc. uses these principles to navigate everything from AI server demand to workforce adjustments, giving us a clear picture of their operational priorities.

Customers

The core value of 'Customers' means more than just good service; it's about being a financial and technological partner. Dell Technologies Inc. understands that the capital expenditure (CapEx) cycle for massive IT infrastructure, especially in the AI space, requires flexible financing and deep expertise. This isn't just selling a box; it's funding a digital transformation.

Here's the quick math on their commitment: Dell Financial Services (DFS) funded $8.4 billion in originations during Fiscal Year 2025. This customer financing arm maintains a global portfolio of $11.2 billion as of January 31, 2025, helping clients manage their technology refresh cycles. Plus, they're advancing the 'Dell AI Factory' with NVIDIA, offering Professional Services to run AI use case pilots-a clear move to validate business value for you before you scale your investment. Analyst projections for the third quarter of fiscal 2026 (ending November 2025) show Commercial Client revenue is expected to hit $10.89 billion, indicating strong commercial customer confidence and a +7.4% year-over-year growth in that segment.

• Funded $8.4 billion in customer originations in FY25.
• Offers AI Professional Services for use-case validation.
• Commercial Client segment shows strong demand growth.

Winning Together

This value is about collaboration-with partners, suppliers, and employees-and it's currently being tested by market pressures. In Fiscal Year 2025, Dell Technologies Inc. reduced its global workforce by 10%, bringing the headcount down to approximately 108,000 employees as of January 31, 2025, as part of cost-cutting and reorganization efforts. What this estimate hides is the simultaneous, defintely important commitment to its people and partners.

Despite this significant reduction, Dell Technologies Inc. has publicly reaffirmed its dedication to Diversity, Equity, and Inclusion (DEI), even as other major tech firms have scaled back. This is a crucial signal to employees and the market that an inclusive culture remains a priority, not a cost center. Their 2030 goal to have 25% of their U.S. workforce identify as Black/African American or Hispanic/Latino is a concrete, measurable target that drives this value. It's a pragmatic commitment to long-term talent strategy over short-term political trends.

Innovation

Innovation is the engine that converts capital into future revenue, and Dell Technologies Inc. is backing this value with hard cash. For Fiscal Year 2025, the company's total Research and Development (R&D) expenses were $3.1 billion. That's a 9% increase from the prior year, showing a clear acceleration of investment. It's a significant investment, representing 3.2% of net revenue for the year.

This investment is paying off directly in the highest-growth area of the market: Artificial Intelligence (AI). The company's AI server backlog reached roughly $9 billion as of February 2025, fueled by major deals like the one with xAI. This massive backlog is a clear measure of their success in translating R&D spending into high-value, future-proof products like the PowerEdge XE8712 server and the Dell AI Data Platform.

Results

In finance, 'Results' means delivering on your promises to shareholders and stakeholders, and the numbers from Fiscal Year 2025 speak for themselves. The company generated full-year revenue of $95.6 billion. More importantly, GAAP operating income was $6.2 billion, a 15% jump year-over-year, demonstrating operational efficiency.

The shareholder return is also a clear result: Dell Technologies Inc. increased its annual cash dividend by 18% and authorized a $10 billion increase in its share repurchase program. This signals strong confidence in future cash flow generation, which was $4.5 billion from operations in FY25. Record non-GAAP diluted Earnings Per Share (EPS) of $8.14, up 10%, confirms their ability to manage costs while driving growth.

Integrity

Integrity is the non-negotiable foundation; it's about transparent and ethical operation. Dell Technologies Inc. demonstrates this by actively addressing financial reporting issues, even when they are deemed immaterial to prior periods. For instance, in Fiscal Year 2025, the company corrected an accumulated misstatement that had overstated the cost of goods sold by approximately $148 million for the nine months ended November 1, 2024. This public disclosure and correction reinforces their commitment to accurate financial statements.

This commitment extends to their operational and social conduct. They have a long-term goal to ensure 95% of their global workforce completes annual ethics and compliance training. This focus on internal compliance, alongside their resolute commitment to DEI amidst industry headwinds, shows that integrity is an active, ongoing process, not just a policy statement. For a deeper dive into the company's financial structure and operational history, you can check out Dell Technologies Inc. (DELL): History, Ownership, Mission, How It Works & Makes Money.