Dell Technologies vs Comcast
Dell Technologies and Comcast are compared on this page to help you understand differences in their business models, financial performance, and market context. The article explains how each company structures its offerings, how growth factors, profitability, and capital decisions influence operations, and the broader industry environment in which they compete. Educational content, not financial advice.
Dell Technologies and Comcast are compared on this page to help you understand differences in their business models, financial performance, and market context. The article explains how each company st...
Why It's Moving
Dell Gears Up for Transformative 2026 with AI Investments and Major Overhaul Amid January Pullback
- Shares dropped 9% in January, erasing $7.8B in market value from rising DRAM and NAND costs, but a massive $18.4B AI server backlog and $25B FY26 shipment guidance underscore enduring demand.
- COO Jeff Clarke announced the 'biggest transformation in company history' starting May, standardizing processes to break silos, unify data, and accelerate AI workload deployment.
- CEO Michael Dell vows heavy investments in storage, AI Factory expansions, and next-gen AI PCs, while CES unveiled consumer-focused laptops de-emphasizing AI hype in favor of practical upgrades.
Comcast Gains Ground Amid Market Turmoil as Earnings Anticipation Builds.
- Outperformed benchmarks despite a 4.92% monthly drop, highlighting strength in cable and NBCUniversal assets like Peacock streaming.
- Upcoming earnings on Jan 29 carry expectations of a 21.88% EPS dip year-over-year, but revenue growth of 0.98% underscores steady demand.
- Recent dividend of $0.33 per share, yielding 4.6%, bolsters appeal with a low 21.96% payout ratio supporting cash flow stability.
Dell Gears Up for Transformative 2026 with AI Investments and Major Overhaul Amid January Pullback
- Shares dropped 9% in January, erasing $7.8B in market value from rising DRAM and NAND costs, but a massive $18.4B AI server backlog and $25B FY26 shipment guidance underscore enduring demand.
- COO Jeff Clarke announced the 'biggest transformation in company history' starting May, standardizing processes to break silos, unify data, and accelerate AI workload deployment.
- CEO Michael Dell vows heavy investments in storage, AI Factory expansions, and next-gen AI PCs, while CES unveiled consumer-focused laptops de-emphasizing AI hype in favor of practical upgrades.
Comcast Gains Ground Amid Market Turmoil as Earnings Anticipation Builds.
- Outperformed benchmarks despite a 4.92% monthly drop, highlighting strength in cable and NBCUniversal assets like Peacock streaming.
- Upcoming earnings on Jan 29 carry expectations of a 21.88% EPS dip year-over-year, but revenue growth of 0.98% underscores steady demand.
- Recent dividend of $0.33 per share, yielding 4.6%, bolsters appeal with a low 21.96% payout ratio supporting cash flow stability.
Investment Analysis
Pros
- Dell Technologies has a strong revenue growth forecast for fiscal 2026 with expected 11% year-over-year increase, supported by rising AI-optimized server demand.
- The company maintains a diversified product portfolio across infrastructure solutions and client solutions, supporting resilient earnings streams.
- Dell trades at a relatively low price-to-sales ratio compared to its sector, indicating potential undervaluation and attractive value characteristics.
Considerations
- Recent stock volatility is relatively high, with a 5.54% price volatility indicator over the last 30 days, which can increase investment risk.
- The Fear & Greed Index indicates market fear at 39, suggesting cautious investor sentiment toward Dell's stock currently.
- Despite growth outlook, Dell's forward price-to-earnings ratio is at a premium versus industry average, potentially reflecting stretched valuation.
Comcast
CMCSA
Pros
- Comcast benefits from its large scale and diversified revenue streams across cable, broadband, media, and theme parks segments underpinning stable cash flows.
- The company has been investing heavily in expanding its broadband infrastructure, positioning it well to capture future bandwidth growth demand.
- Comcast maintains a strong market position in the US, giving it pricing power and customer base resilience against competition.
Considerations
- Comcast faces regulatory scrutiny risks related to its media and broadband operations, which could impact future business operations and profitability.
- The company’s cable segment continues to face subscriber losses pressured by cord-cutting trends and increasing competition in streaming services.
- Capital-intensive nature of broadband infrastructure expansion imposes significant expenditure requirements, potentially weighing on near-term free cash flows.
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Dell Technologies (DELL) Next Earnings Date
Dell Technologies' next earnings date is estimated for February 26, 2026, following the company's historical late-February reporting pattern for fiscal Q4. This release will cover the fiscal quarter ending in January 2026. The date remains unconfirmed by the company but aligns with analyst consensus from recent schedules.
Comcast (CMCSA) Next Earnings Date
Comcast Corp (CMCSA) is estimated to report its next earnings on Thursday, January 29, 2026, before market open. This release will cover the fiscal fourth quarter of 2025 (Q4 2025), consistent with the company's historical pattern of late-January announcements for year-end results. Note that the date remains an estimate, as Comcast has not yet officially confirmed it.
Dell Technologies (DELL) Next Earnings Date
Dell Technologies' next earnings date is estimated for February 26, 2026, following the company's historical late-February reporting pattern for fiscal Q4. This release will cover the fiscal quarter ending in January 2026. The date remains unconfirmed by the company but aligns with analyst consensus from recent schedules.
Comcast (CMCSA) Next Earnings Date
Comcast Corp (CMCSA) is estimated to report its next earnings on Thursday, January 29, 2026, before market open. This release will cover the fiscal fourth quarter of 2025 (Q4 2025), consistent with the company's historical pattern of late-January announcements for year-end results. Note that the date remains an estimate, as Comcast has not yet officially confirmed it.
Which Baskets Do They Appear In?
Neuro-Inclusive Employers
Explore companies that are tapping into neurodivergent talent as a strategic advantage. These forward-thinking organizations have established dedicated programs for recruiting and supporting employees with autism, ADHD, and other forms of neurodivergence, potentially driving innovation and long-term growth.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Neuro-Inclusive Employers
Explore companies that are tapping into neurodivergent talent as a strategic advantage. These forward-thinking organizations have established dedicated programs for recruiting and supporting employees with autism, ADHD, and other forms of neurodivergence, potentially driving innovation and long-term growth.
Published: June 17, 2025
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