{
  "id": 19281212,
  "title": "Applied Materials vs. Dell Technologies: Comparing Stable vs. Accelerating Revenue Between These Artificial Intelligence Companies",
  "url": "https://urgent.news/2026/11/10/applied-materials-vs-dell-technologies-comparing-stable-vs",
  "topic": "ai",
  "section": "AI",
  "published": "2026-11-10T03:25:56.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/coverage/charts/2026/11/09/applied-materials-vs-dell-technologies-comparing-stable-vs-accelerating-revenue-between-these-artificial-intelligence-companies/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Applied Materials and Dell Technologies are both companies heavily involved in the artificial intelligence boom, but they differ in their core business focus and revenue growth. Applied Materials specializes in designing, manufacturing and selling specialized engineering materials, technical services and precision fabrication tools for electronics customers. Recently, the company bolstered its institutional research network through collaborative technology agreements with university engineering programs and increased its financial investment in BE Semiconductor Industries. Dell Technologies, on the other hand, generates revenue through designing, producing and selling a wide range of enterprise-grade hardware, client computing devices, data storage equipment and software applications, along with global technical support services. The company recently introduced specialized server hardware platforms, advanced personal computing workstations and expanded its cybersecurity software integrations.\n\nWhen comparing the revenue trajectories of these two AI companies over the last eight quarters, both have witnessed rapid quarter-over-quarter sales growth, suggesting an accelerating customer demand. This growth is fueled by the surge in enterprise artificial intelligence infrastructure spending, transitioning from steady linear growth to aggressive exponential scaling in 2026.\n\nApplied Materials has seen a 25% year-over-year increase in sales, achieving record revenue in its fiscal third quarter ended July 26, 2026, with a gross margin of over 50%. Dell Technologies, despite delivering higher overall revenue, reported a 58% year-over-year growth in fiscal 2027 Q2 income, reaching $47 billion. However, its gross margin remains lower at 20.9%, indicating that while Dell can rapidly capture market share, it faces compressed pricing power compared to key component suppliers like Applied Materials.\n\nInvestors can gain valuable insights into the impact of the AI supercycle on different layers of the technology stack by examining the revenue performance of these two companies.",
  "summary": "Applied Materials has stabilized near $7 billion in quarterly sales, while Dell's revenue has surged past $47 billion -- a widening gap that raises questions about diverging growth trajectories.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Applied Materials vs. Dell Technologies: Comparing Stable vs. Accelerating Revenue Between These Artificial Intelligence Companies",
        "url": "https://urgent.news/2026/11/10/applied-materials-vs-dell-technologies-comparing-stable-vs-19282296",
        "published": "2026-11-10T03:45:56.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}