Companies/Dell Technologies/product line
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Commercial PCs

Commercial client revenue grew 22% in the latest quarter and drives most of the CSG segment.

DELL market data

The numbers

Commercial client revenue$13.2 billionQ2 FY2027 (quarter ended July 31, 2026) · +22% year over year · source ↗
Commercial client revenue$44.1 billionFY2026 · +8% year over year · source ↗

What it is

Laptops, desktops and workstations sold to businesses, mostly through IT channels and direct accounts. This is the bulk of the Client Solutions Group and the largest source of CSG profit.

Why it matters to the stock. PC demand is the cyclical counterweight in Dell's mix. Strong commercial PC sales support the fiscal 2027 growth rate, and refresh cycles drive most of the swings.

News

Dell unveils Windows AI PCs and workstations built with NVIDIA and Microsoft

Dell launched new Windows PCs and workstations for agentic AI, developed with NVIDIA and Microsoft.

Product