Varamir
Desk
News
Calendar
Pricing
Saved
Search
tickers or companies
⌘K
Start free
· no card
Sign in
DELL compared with SMCI: revenue, margins and what each company keeps, and the suppliers and customers both name
DELL
Dell Technologies Inc.
Change
Mkt cap
Revenue
Revenue
SMCI
Super Micro Computer, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
DELL
Dell Technologies Inc.
vs
SMCI
Super Micro Computer, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Save comparison
Copy link
Earnings history
Desk
News
Calendar
Saved
Search
Earnings history
last 4 reports each · paired by recency
Method
›
DELL
3 of 4
at or beyond implied
Report
implied
realized
× implied
Sep 2 '26
±9.5%
▲
+15.81%
×1.66
May 29 '26
±8.7%
▲
+32.76%
×3.77
Feb 27 '26
±6.5%
▲
+21.93%
×3.37
Nov 26 '25
±7.1%
▲
+5.83%
×0.82
SMCI
4 of 4
at or beyond implied
Report
implied
realized
× implied
Aug 12 '26
±12.8%
▲
+19.02%
×1.48
May 6 '26
±12.4%
▲
+24.54%
×1.98
= implied
DELL realized, solid
SMCI realized, hatched
One scale, both sides: full bar = 33%
× = |realized| ÷ implied
Source: market data
Feb 4 '26
±11.4%
▲
+13.78%
×1.21
Nov 5 '25
±9.3%
▼
−11.33%
×1.22
DELL
Dell Technologies Inc.
Change
392.70
▼
−0.02%
· post 408.29
· delayed
Mkt cap
$249.7B
Revenue
$47.0B
Q2 FY27
Revenue
$114B
FY26
SMCI
Super Micro Computer, Inc.
Change
31.64
▲
+3.94%
· post 31.64
After hours
Nov 3 '26
Mkt cap
$20.0B
Revenue
$11.1B
Q4 FY26
Revenue
$39.1B
FY26
vs
Compare
After hours
Nov 3 '26
DELL
Dell Technologies Inc.
vs
SMCI
Super Micro Computer, Inc.
392.70
▼
−0.02%
post 408.29
delayed
Price
31.64
▲
+3.94%
post 31.64
$249.7B
Mkt cap
$20.0B
Q2 FY27
$47.0B
Revenue
$11.1B
Q4 FY26
FY26
$114B
Revenue
$39.1B
FY26
Change
Change
DELL
392.70
▼
−0.02%
vs
SMCI
31.64
▲
+3.94%
After hours
Nov 3 '26