Dell Technologies recently announced its financial results for the second quarter of the 2025 fiscal year, showing impressive performance with both revenue and profit experiencing year-on-year growth. In the quarter ending August 2, Dell's total revenue reached $25.026 billion, a 9% increase from $22.934 billion in the same period last year, demonstrating strong business growth momentum.
Looking at the various business segments, the Infrastructure Solutions Group stood out particularly. The division's revenue for the second fiscal quarter was a staggering $11.6 billion, a significant 38% increase year-on-year. This growth was primarily driven by a surge in demand for artificial intelligence and traditional servers, with server and networking business revenue hitting $7.7 billion, a robust 80% increase year-on-year. However, the storage business faced some challenges, with revenue dropping to $4 billion, a 5% decline year-on-year.
In comparison, the Client Solutions Group's performance was somewhat lackluster, with revenue at $12.4 billion, a slight 4% decrease year-on-year.
It is noteworthy that Dell is showing a very strong momentum in the AI field. Jeff Clarke, Dell's Vice Chairman and Chief Operating Officer, stated that demand for the company's AI business is continuously rising, with more and more enterprise clients purchasing AI solutions. Data shows that market demand for Dell's AI-optimized servers has reached $3.2 billion, a 23% increase quarter-on-quarter. Since the beginning of the year, cumulative demand has reached $5.8 billion, with backlogged orders rising to $3.8 billion, and the sales channel scale expanding to several times the size of the backlogged orders.
In terms of profitability, Dell also delivered impressive results. Operating profit for the second fiscal quarter was $1.342 billion, a 15% increase year-on-year; net profit surged by 85% to $841 million. Under non-GAAP, operating profit was $2.034 billion, a slight 3% increase year-on-year; net profit rose to $1.371 billion, a 7% increase year-on-year.
Dell's inspiring financial report not only reflects the solid growth of the company's overall business but also highlights its strong momentum in the AI field. As AI technology continues to become more widespread and its application scenarios expand, Dell is expected to further consolidate its advantages in this market full of opportunities, driving the company's performance to continue improving. The industry generally believes that Dell's proactive layout in the AI field will inject new growth momentum into the company's future development, making it a market to watch closely.