# What will Dell Technologies Inc. say during their next earnings call

> EPS Growth leads at 86%, runner-up 76% across 17 winner-take-all outcomes — refreshed 50 min ago.

URL: https://simplefunctions.dev/odds/earningsmentiondell
Updated: 2026-05-28T20:20:10.127Z
Category: general
Status: active
Closes: 2026-09-30

## Headline

- Leader: EPS Growth at 86%
- Runner-up: AI Factory at 76%
- Outcomes: 17 (winner-take-all)
- Venue: Kalshi (17 contracts)
- 24h volume: $10K

## Bound contracts (17)

| Outcome | Price | 24h | Volume | Venue | Slug |
|---|---|---|---|---|---|
| EPS Growth | 86¢ | +1pp | $95 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-eps |
| AI Factory | 76¢ | +1pp | $1K | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-ai |
| Nvidia | 67¢ | ±0 | $1K | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-nvid |
| PowerEdge / Power Edge | 60¢ | +11pp | $2K | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-powe |
| Tailwind | 53¢ | −7pp | $374 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-tail |
| Confidence | 51¢ | −5pp | $561 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-conf |
| Headwind | 35¢ | +8pp | $593 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-head |
| New Product | 32¢ | — | $630 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-new |
| Mistral | 32¢ | −11pp | $285 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-mist |
| Dividend (3+ times) | 26¢ | +4pp | $2K | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-divi |
| Texas | 22¢ | −12pp | $605 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-texa |
| Trump | 12¢ | +4pp | $217 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-trum |
| Windows 10 | 12¢ | +3pp | $116 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-wind |
| China | 11¢ | +6pp | $372 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-chin |
| RTX Pro 6000 | 10¢ | +6pp | $163 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-rtx |
| Mazda | 10¢ | +1pp | $53 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-mazd |
| Hudson River Trading | 9¢ | +8pp | $272 | kalshi | /markets/what-will-dell-technologies-inc-say-during-their-n-kalshi-kxearningsmentiondell-26may28-huds |

## 30-day trajectory

| Day | EPS Growth | AI Factory | Nvidia |
|---|---|---|---|
| 2026-05-26 | 82 | 63 | 65 |
| 2026-05-27 | 83 | 63 | 67 |
| 2026-05-28 | 84 | 64 | 67 |

_3 days of price history captured. Each row is the daily mean of intraday 5-min captures._

## What moved the line

- 2026-05-27 · PowerEdge / Power Edge +23pp 8→31¢ · kalshi
- 2026-05-27 · Mistral −17pp 60→43¢ · kalshi
- 2026-05-27 · Dividend (3+ times) −15pp 51→36¢ · kalshi
- 2026-05-28 · Texas −12pp 44→32¢ · kalshi
- 2026-05-28 · PowerEdge / Power Edge +11pp 31→42¢ · kalshi

## Analysis

This probability reflects market expectations that Dell Technologies will mention earnings-per-share growth during their next earnings call, currently priced at 81% likelihood. Dell's next earnings call is scheduled for late Q2 or Q3 2026, following continued recovery in enterprise server demand and AI infrastructure spending. The high probability suggests traders believe Dell will emphasize profitability metrics given strong demand for PowerEdge servers and AI-related products. The outcome depends on actual earnings results, competitive positioning, and management's strategic messaging priorities. Key uncertainties include macroeconomic conditions affecting enterprise IT spending and whether Dell prioritizes EPS discussion over other financial metrics like revenue growth or margin expansion.

### Key factors

- Dell's AI infrastructure exposure through PowerEdge servers and Nvidia partnerships creates conditions for potential EPS growth discussion
- Competing outcomes show traders expect mentions of Nvidia (65¢), Confidence (78¢), and other topics, suggesting uncertainty about which metrics dominate the call
- Recent trading volume concentrations on specific contracts indicate active disagreement about Dell's likely communication focus
- Earnings call timing in Q2-Q3 2026 depends on Dell's actual quarterly performance and when management chooses to report
- Market pricing assumes Dell management will highlight profitability trends rather than focusing primarily on revenue or strategic initiatives

## Methodology

Headline is the **leader's price**, not an arithmetic mean — averaging disjoint winner-take-all outcomes is meaningless. Per-outcome prices come from the venue's last-traded mid; cross-venue values are simple means across contracts on each venue.

## How to use this data

- HTML: https://simplefunctions.dev/odds/earningsmentiondell
- JSON: https://simplefunctions.dev/api/public/odds?slug=earningsmentiondell

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