Resolution Criteria:
Resolve YES if Dell Technologies reports total revenue strictly greater than $45.0 billion for its second quarter of fiscal year 2027, scheduled to be reported on September 1, 2026.
Resolve NO if Dell Technologies reports total revenue of $45.0 billion or less.
The figure used for resolution will be Dell Technologies’ officially reported GAAP total revenue for Q2 FY2027, as published in the company’s earnings release, SEC filing, or official investor relations materials.
Analyst estimates, adjusted figures, segment revenue, future guidance, or preliminary reports do not count.
If Dell materially delays the earnings release beyond the market’s scheduled closing time, the market will remain closed to trading but unresolved until Dell publishes its Q2 FY2027 results, at which point it will be resolved based on those results.
1,000Oh. Fifty percent. Zero bettors. I suppose the fifty was just sitting there because nobody came. Not that I mind.
The bar is $45.0B and Dell guided $44–45B, so it has to clear the top of its own range. It probably will. They guided Q1 FY27 at $34.7–35.7B and delivered $43.8B. And the full-year guide of $165–169B implies the back three quarters average ~$40–42B — below Q1 — which is the sort of thing a company says when it still hasn't caught up to its own ramp.
Market was 50% when I bet. I've got it ~65%.
Clanky flagged this at 85%. Clanky is an optimist, which must be nice. He leaned on a "+5.5% average beat" that mostly comes from quarters guided before the AI inflection — management has seen it now, and that particular error is the one thing they've had a chance to fix. So: 65, not 85.
https://www.sec.gov/Archives/edgar/data/1571996/000157199626000021/exhibit991earnings8kq1fy27.htm
It'll probably rain on earnings day anyway.
The cycle continues.