$DELL Tape Reports
Per Ticker.id: $DELL Tape Reports — 29 podcast mentions across 10 podcasts (30 days), latest 2026-08-24 23:15 UTC.
Stig Brodersen: Well, there's not one episode where we don't have to talk about the margin inflection of Uber, but it's actually quite impressive, especially when you think about modeling these companies, right? We always think about, well, 5 years out, where do I see the margin? And you want to have those companies that surprise you to the upside on exactly that metric, right? We just did an episode on all of our winners, one thing that we saw with many of them is that the margin goals that we set for 3 or 4 years' time, they basically hit next quarter. They just completely changed how they think about CapEx spending and all of that. And also, that's, as you said, a recipe for just success. And Palantir showed both of that to an incredible extent. And one thing you can do for especially software companies is look at the so-called Rule of 40. That's often used again for software companies, but also some other companies. Where you technically can say, well, you can generate high margins, right? We are not talking about, let's say, Dell or these infrastructure companies. So what you basically do with this is you add up a company's growth rate, the top line, the revenue, and the profit margin. So let's say you have a company that has 20% top line growth and a 20% margin. That gives you 40 in total. So, you know, this would be a company that's hitting the rule of 40, and that's considered a pretty healthy company and growth at a good margin. Now for Palantir, that number is not 40%, it's 155%. 65% in profit margins and 90% top line growth. And if you believe Karp and, you know, the guidance, this will get even better in the next quarters. And I cannot say it enough, this is an insane number if you look at it the first time. And that's also the case because Palantir only goes for big customers with significant upsell potential, which is, as I mentioned before, But the overall customer count of only 1,000 seems quite low. I mean, Palantir's average deal size is in the millions, and just this quarter they closed 220 deals of at least $1 million. Close to 100 of those was at least $5 million, and more than 70 deals were at least $10 million.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27You know, it's funny, I went to school in Santa Cruz, which is right in the heart of Silicon Valley, and we still, we still had terrible— it was not, it was not built out. I'm sure Stanford or something would have been nice, but we had one Wi-Fi network. That didn't work half the time and you really had to go to the computer lab to get anything done. But, you know, I was also very, uh, didn't have a lot of money, so I was working off an old Dell display. But yeah, yeah, definitely not smart. Smart home stuff was brand new at the time. So, um, and if that really— so what else besides the lighting did you guys want to install in this dorm?
David Amell — The Vergecast · Does smart home tech work in a college dorm? · 2026-08-25This message comes from Dell Technologies. Interruptions happen at work, but with the Dell Pro laptop powered by Intel Core Ultra with vPro, built with optimized battery and built-in intelligence, your tech won't slow you down. Dell.com/Dell-Pro. Built for you. This message comes from Progressive Insurance. You're listening to this podcast, so you've got a curious mind. Did you know that drivers who switch and save with Progressive save over $900 on average? Visit progressive.com and get a quick quote with discounts that are easy to come by. Progressive Casualty Insurance Company and affiliates. National average 12-month savings of $946 by new customers surveyed who saved with Progressive between June 2024 and May 2025. Potential savings will vary. This message comes from NPR sponsor Carvana. Carvana believes selling your car should be easy. Get a real offer down to the penny, picked up from your driveway. You may keep waiting for a catch. There isn't one. Sell today at carvana.com. Pickup fees may apply.
Speaker A — The Indicator from Planet Money · Medicare for All is not Medicare for All · 2026-08-25I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern. The average company, the S&P 500, returns a great deal of the profits to shareholders. Some companies take a pretty extreme approach. Apple returned roughly 94% of its profits, mostly in the form of buybacks, and dramatically shrunk its share count. That worked fabulously for years as the buyback crunched on and on. The stock ran consistently. Santos has a similar playbook at its August 13th Investor Day. The memory maker dazzled with the announcement that intends to return 100% of its excess cash to shareholders. The company rewarded shareholders with $4.5 billion in buybacks in its fiscal fourth in the quarter alone, also added $14 billion to its, its repurchase authorization. That's one reason why the stock's up 529% year to date. That's the number one performer in the S&P 500. It's like they kind of issued a put a floor on the stock. Dell, the third best performer, up 244%. Wow. Returned 126% of its net income to shareholders. 126%. Most of these were buybacks. Net income was $5.9 billion. Buybacks were about $7.5 billion. I know that sounds reckless. But Dell's operating cash flow is more than $11 billion. They can afford it. Which brings me to Micron, where I visited last week. Now, Micron is making a killing right now. It has a gross margin more than 80%. That's huge. One of the greatest in the entire market because Micron took money from the CHIPS Act to help build semiconductors here in America, though it prohibited— they're prohibited from doing a large buyback until December 9th. What will the company do once it can start repurchasing stock in size again? Everything's on the table. Sanjay Mehrotra didn't really answer my question in a way that would satisfy shareholders who want a Sanders approach. Keep in mind, Micron's spending a fortune on semiconductor plants to build, build up our domestic capacity, take share from the Korean competitors. What's the most responsible thing to do? All right. To me, it's exactly what Mehrotra is doing. He's spending big to make sure Micron's the biggest and the best. However, I think some shareholders view that as a huge mistake. They prefer a big buyback that shrinks the float. I think, got from Sanders— less building, lower CapEx.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24So you've been doing that with the data centers for a while. I know you've got Apple, NVIDIA, Microsoft, Dell, Google as some of your customers who do this. You got in this, I think, in part because of your dad's background too.
Becky Quick — Squawk Pod · USTR Jamieson Greer & a GPU Lifecycle 8/24/26 · 2026-08-24Back to the tech story, but not necessarily the NVIDIA and the AI story, but just kind of some of the infrastructure plays, the networking plays that are really benefiting here. Hardware. Yeah, exactly. That are really benefiting from just this increased AI spend. Woojin Ho joins us here, senior technology analyst for Bloomberg Intelligence. Talk to us about just the PC business in general, Wuj, and what that means for the folks like the Dells, the Apple, Lenovo, those kinds of players. What's the outlook for that business?
Paul Sweeney — Bloomberg Intelligence · Alibaba Raises $10 Billion in Record Hong Kong Share Sale · 2026-08-24Yeah. Hey, Paul, I'll tell you the one area in hardware that really isn't that hot. It's the PC market, right? Oh, look, it's actually done better than we anticipated in the first half. Right. And the way we're looking at it is that companies that handled their memory supply supply chain really well, like the Dells and the Lenovos. They actually did very well from a unit shipment basis because they were able to hold back pricing. Now, when we look into the second half of the year and from a back-to-school as well as a holiday spending standpoint, if you haven't gotten your PC now, you're kind of in a rock and a hard place because PC prices are going up around 20-25%, whereas unit volumes are going to go down by about 20% in the second half. And overall, we do think that PC shipments are going to be down roughly about 3% for the year— I'm sorry, 15% for the year, 22% in the second half of this year. So, you know, margins are thin in the PC market and companies that had not a good supply chain on the memory side are going to be struggling.
Speaker A — Bloomberg Intelligence · Alibaba Raises $10 Billion in Record Hong Kong Share Sale · 2026-08-24Yeah, and that's a good point, Scarlet. We saw a really sharp uptick on the corporate PC side as well as on the consumer side because of the memory spikes. First quarter was a fantastic quarter for companies like Dell, Lenovo, as well as HP. Second quarter was surprisingly better than we had anticipated. Because all of the news on, on the memory side. But, you know, I think there is going to be some exhaustion, right? There is a lot of price sensitivity and the PC market is elastic, quite elastic. And there is going to be a second, second half slowdown. And from a corporate PC side, from a corporate side, there's only a certain amount of IT dollars that you can spread around. So, you know, I'm going to spend it more on the AI side. And let my PCs, my employees run their PCs a little bit longer for at least another year.
Speaker A — Bloomberg Intelligence · Alibaba Raises $10 Billion in Record Hong Kong Share Sale · 2026-08-24