Hollsteen

Dell

Servers, storage and networking, plus PCs and notebooks.

Dependency

One customer: 12% of revenue

12%FY2026
●Revenue FY2026CUSTOMERS ●Customer A (not named in the filing)Customer A12%HOLDINGS ◆No holding between Dell and the other 99 companies found in SEC filings (not reported).not reportedREGIONS ■No revenue split by country in the dataset (neither an XBRL concentration fact nor a country axis).not reportedSUPPLIERS ○No supplier shares in the dataset: SEC XBRL does not tag supplier concentration as a share of revenue or purchases; filing texts are not interpreted for this.not in datasetDell$113.5B · FY2026
Dell$113.5B · FY2026

Customers

Customer A12%

Holdings

not reported

Regions

not reported

Suppliers

not in dataset

Line: solid ● customers (share of revenue) · dashed ◆ holding · dotted ■ revenue by region · grey ○ no data. Customers are not named in the filing.

Relationships

6 documented relationships

TypeCounterpartyValuePeriodConfidenceReverse edge
Customer (share)Customer(s) per quote12%FY2026 (per quote)0.9–
No customer ≥ 10%no customer ≥ 10%–Jan 30, 20260.9–
names (role not stated)Broadcom–Jan 30, 20260.6no
names us (role not stated)Arista–Dec 31, 20250.6no
names us (role not stated)Celestica–Dec 31, 20250.6no
names us (role not stated)Nokia–Dec 31, 20250.6no
Region (share)USA55.6%a12 months to Jan 30, 20261.0–
Region (share)Non Us44.4%a12 months to Jan 30, 20261.0–

Related party: not reported – No related-party statement naming any of the 100 covered companies (13 related-party statements in the 10-K filed Mar 16, 2026, none referring to them).

Holdings: not reported – No holding between this company and the other 99 companies in 13F-HR / 13G / Filing-Text.

SEC filings only, quotes in the sources. Confidence 1.0 XBRL/13F · 0.9 quote with value · 0.7 mention without value. 8 competitor mentions not counted as dependencies.

Revenue

ISG: 53.6% of revenue

$113.5B+18.8% vs. FY2025
FY2018 · ISG: ISG 30,917 / Revenue $79.0B = 39.1%FY2019 · ISG: ISG 36,720 / Revenue $90.6B = 40.5%FY2020 · ISG: ISG 33,969 / Revenue $84.8B = 40.1%FY2021 · ISG: ISG 32,715 / Revenue $86.7B = 37.7%FY2022 · ISG: ISG 34,366 / Revenue $101.2B = 34.0%FY2023 · ISG: ISG 38,356 / Revenue $102.3B = 37.5%FY2024 · ISG: ISG 33,885 / Revenue $88.4B = 38.3%FY2025 · ISG: ISG 43,593 / Revenue $95.6B = 45.6%FY2026 · ISG: ISG 60,826 / Revenue $113.5B = 53.6%53.6%39.1%FY2018FY2026FY2022
FY2021 · ISG: ISG 32,715 / Revenue $86.7B = 37.7%FY2022 · ISG: ISG 34,366 / Revenue $101.2B = 34.0%FY2023 · ISG: ISG 38,356 / Revenue $102.3B = 37.5%FY2024 · ISG: ISG 33,885 / Revenue $88.4B = 38.3%FY2025 · ISG: ISG 43,593 / Revenue $95.6B = 45.6%FY2026 · ISG: ISG 60,826 / Revenue $113.5B = 53.6%53.6%37.7%FY2021FY2026FY2024

Share of ISG in revenue per fiscal year (FY2018–FY2026, segments); share = segment revenue / total revenue, derived.

Other parts FY2026: CSG 44.9%

Debt

Total debt FY2026: +28.2% vs. FY2025

$31.5BaInterest expense $1.6B (FY2026)
Total debt FY2016: $13.6B – Total debt = short-term debt $3.0B (us-gaap:DebtCurrent, 10-K 0001571996-17-000004) + long-term debt $10.7B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-17-000004) = $13.6BTotal debt FY2017: $49.4B – Total debt = short-term debt $6.3B (us-gaap:DebtCurrent, 10-K 0001571996-17-000004) + long-term debt $43.1B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-17-000004) = $49.4BTotal debt FY2018: $51.9B – Total debt = short-term debt $7.9B (us-gaap:DebtCurrent, 10-K 0001571996-18-000004) + long-term debt $44.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-18-000004) = $51.9BTotal debt FY2019: $53.5B – Total debt = short-term debt $4.3B (us-gaap:DebtCurrent, 10-K 0001571996-19-000008) + long-term debt $49.2B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-19-000008) = $53.5BTotal debt FY2020: $52.1B – Total debt = short-term debt $7.7B (us-gaap:DebtCurrent, 10-K 0001571996-20-000017) + long-term debt $44.3B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-20-000017) = $52.1BTotal debt FY2021: $39.2B – Total debt = short-term debt $6.4B (us-gaap:DebtCurrent, 10-K 0001571996-22-000009) + long-term debt $32.9B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-22-000009) = $39.2BTotal debt FY2022: $27.0B – Total debt = short-term debt $5.8B (us-gaap:DebtCurrent, 10-K 0001571996-22-000009) + long-term debt $21.1B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-22-000009) = $27.0BTotal debt FY2023: $29.6B – Total debt = short-term debt $6.6B (us-gaap:DebtCurrent, 10-K 0001571996-23-000007) + long-term debt $23.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-23-000007) = $29.6BTotal debt FY2024: $26.0B – Total debt = short-term debt $7.0B (us-gaap:DebtCurrent, 10-K 0001571996-24-000036) + long-term debt $19.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-24-000036) = $26.0BTotal debt FY2025: $24.6B – Total debt = short-term debt $5.2B (us-gaap:DebtCurrent, 10-K 0001571996-25-000034) + long-term debt $19.4B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-25-000034) = $24.6BTotal debt FY2026: $31.5B – Total debt = short-term debt $8.0B (us-gaap:DebtCurrent, 10-K 0001571996-26-000008) + long-term debt $23.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-26-000008) = $31.5B31.5a13.6a53.5aFY2016FY2026FY2021
Total debt FY2021: $39.2B – Total debt = short-term debt $6.4B (us-gaap:DebtCurrent, 10-K 0001571996-22-000009) + long-term debt $32.9B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-22-000009) = $39.2BTotal debt FY2022: $27.0B – Total debt = short-term debt $5.8B (us-gaap:DebtCurrent, 10-K 0001571996-22-000009) + long-term debt $21.1B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-22-000009) = $27.0BTotal debt FY2023: $29.6B – Total debt = short-term debt $6.6B (us-gaap:DebtCurrent, 10-K 0001571996-23-000007) + long-term debt $23.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-23-000007) = $29.6BTotal debt FY2024: $26.0B – Total debt = short-term debt $7.0B (us-gaap:DebtCurrent, 10-K 0001571996-24-000036) + long-term debt $19.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-24-000036) = $26.0BTotal debt FY2025: $24.6B – Total debt = short-term debt $5.2B (us-gaap:DebtCurrent, 10-K 0001571996-25-000034) + long-term debt $19.4B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-25-000034) = $24.6BTotal debt FY2026: $31.5B – Total debt = short-term debt $8.0B (us-gaap:DebtCurrent, 10-K 0001571996-26-000008) + long-term debt $23.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-26-000008) = $31.5B31.5a39.2aFY2021FY2026FY2024

$B per fiscal year, as of fiscal year end. a = derived from reported components (calculation in the tooltip and in the sources).

All metrics →
Sources (33)

Dependency

Relationships (quotes)

  • Customer (share) Customer(s) per quote 10-K, filed Mar 16, 2026 0001571996-26-000008
    “One customer accounted for 12% of the Company’s consolidated net revenue for the fiscal year ended January 30, 2026, with substantially all of such net revenue attributable to the sale of ISG offerings.”
  • No customer ≥ 10% 10-K, filed Mar 16, 2026 0001571996-26-000008
    “No single customer accounted for 10% or more of the Company’s consolidated net revenue for the fiscal years ended January 31, 2025 and February 2, 2024.”
  • names (role not stated) Broadcom 10-K, filed Mar 16, 2026 0001571996-26-000008
    “Relationship with VMware — In March 2024, following the acquisition of VMware by Broadcom, we terminated our Commercial Framework Agreement with VMware, whereby we acted as a distributor of VMware standalone products and services.”
  • names us (role not stated) Arista 10-K, filed Feb 17, 2026 0001596532-26-000013
    “For example, Cisco acquired Acacia Communications, Broadcom acquired Brocade Communications and VMware, Dell acquired Force10 Networks, Hewlett Packard Enterprise acquired Juniper Networks, and Nvidia has made significant investment in several AI Neoclouds.”
  • names us (role not stated) Celestica 10-K, filed Feb 27, 2026 0001030894-26-000011
    “Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc.”
  • names us (role not stated) Nokia 20-F, filed Mar 5, 2026 0001628280-26-015034
    “(1) Omdia and Dell’Oro Q3’25 (2) Dell’Oro Q3'25 Cloud and Network Services Cloud and Network Services delivers open, secure, automated, and scalable software that accelerates our customers’ journey to autonomous networks and new value creation.”
  • Region (share) USA 10-K, filed Mar 16, 2026 0001571996-26-000008
    “XBRL-Fakt country:US (id f-1892) / Gesamt (id f-1898)” · Calculation: Revenues[country:US] 63,140,000,000 / Revenues total 113,538,000,000 (period 2025-02-01–2026-01-30)
  • Region (share) Non Us 10-K, filed Mar 16, 2026 0001571996-26-000008
    “XBRL-Fakt us-gaap:NonUsMember (id f-1895) / Gesamt (id f-1898)” · Calculation: Revenues[us-gaap:NonUsMember] 50,398,000,000 / Revenues total 113,538,000,000 (period 2025-02-01–2026-01-30)

Revenue

Debt

  • Total debt FY2024 10-K, filed Mar 25, 2024 0001571996-24-000036
    Total debt = short-term debt $7.0B (us-gaap:DebtCurrent, 10-K 0001571996-24-000036) + long-term debt $19.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-24-000036) = $26.0B
  • Total debt FY2025 10-K, filed Mar 25, 2025 0001571996-25-000034
    Total debt = short-term debt $5.2B (us-gaap:DebtCurrent, 10-K 0001571996-25-000034) + long-term debt $19.4B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-25-000034) = $24.6B
  • Total debt FY2026 10-K, filed Mar 16, 2026 0001571996-26-000008
    Total debt = short-term debt $8.0B (us-gaap:DebtCurrent, 10-K 0001571996-26-000008) + long-term debt $23.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001571996-26-000008) = $31.5B
  • Interest expense FY2026 10-K, filed Mar 16, 2026 0001571996-26-000008

Data quality

Legal name
Dell Technologies Inc.
CIK
0001571996
Period
FY2016 – Q2 FY2027
Coverage
95.3% · 1266 reported · 364 derived · 80 missing · 344 not reported

missing = the company reports the value, it is not (yet) captured here · not reported = the company does not disclose the value · a = derived · ~ = reported rounded only.