Dell's Q3 2025 EPS fell short of expectations due to several factors:
- Revenue Miss: Although Dell reported a 7% year-over-year increase in revenue, totaling $23.90 billion, this fell below the Wall Street forecast of $24.55 billion1. This revenue miss contributed to the EPS falling short of expectations.
- Soft Guidance: Dell provided conservative guidance for the upcoming quarter, projecting revenue between $22.50 billion and $23.50 billion, which is below the $23.60 billion analysts had anticipated12. This cautious outlook likely influenced the EPS falling short of expectations, as it indicated potential challenges in meeting revenue targets.
In summary, Dell's Q3 2025 EPS fell short of expectations due to a combination of revenue missing forecasts and soft guidance for the upcoming quarter.