Dell Technologies V3 Leading Indicators Dashboard

Generated: 2026-07-23

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V3 forecast scope: AS-led forecast-qualified relationships only. Each candidate leads its Dell Technologies target by one to four quarters and passed the locked rolling-origin qualification gates.

Sections
Lead-Aligned Composite ChartsQuarterly YoY Relationship TargetsForecast Source CatalogRun Metadata

Lead-Aligned Composite Charts Back to top

Forecast-qualified V3 sources are shifted forward by their selected empirical +1Q..+4Q lead to the target quarter they predict, then inverse relationships are sign-aligned before the signal is averaged. The signal is the equal-weight mean of available approved sources and requires at least one active source. Filled markers denote full approved-source coverage and open markers denote valid partial coverage. Every dashed post-target point is labelled active n / approved n. A one-source forward point is retained but overlaid with an amber marker and explicitly labelled as a single-source forward signal, not diversified composite evidence. The right chart shows every approved source that actually contributes to at least one forward point rather than a historical-correlation top-five subset. A valid aggregate remains visible inside the target-history window when the target quarter is missing. Primary target and aggregate paths connect between observed points across missing spans without adding observation markers or filling data; raw source diagnostics retain their actual gaps. Quarters with no active approved source remain blank. The underlying forward observations were available one to four quarters earlier. Raw, uninverted source lines remain visible and inverse rows are labelled in the charts and diagnostic tables. Organic and reported target bases are separated below because they are distinct target series. The isolated black diamond is Bloomberg target NTM/LTM revenue consensus, standardized against the displayed target history and positioned at latest actual +4Q; it is display-only and never enters the relationship signal. These are relationship indicators, not the full Dell Technologies earnings model.

Quarterly YoY Relationship Targets Back to top

Quarter-versus-prior-year-quarter target vectors and their forecast-qualified leading relationships. This basis is separate from the established V2 rolling-4Q view.

Positive-lead historical indicator view for the quarterly yoy relationship basis.

Client Solutions Group — Quarterly YoY Relationship

strict n=3lead mix +1Q=1, +2Q=2minimum aggregate breadth 1/3active sources at latest target 3/3forward-active source lines shown 3/3latest aligned signal z +0.7 at 26 Q2last target-overlap z +0.7 at 26 Q2forward coverage beyond latest target 1Qdashed forward signal z 0.9 at 26 Q3; active sources 3/3 (full coverage)aggregate observations 36 / target overlap 31

Target zTarget zSign-aligned leading signalSign-aligned leading signalForward leading signalForward leading signal-2.9-1.5-0.11.32.73/317 Q219 Q121 Q122 Q424 Q426 Q3
Composite zComposite zForward composite zForward composite zLenovo Group · +2Q · positiveLenovo Group+2Q · positiveHP Inc · +1Q · positiveHP Inc+1Q · positiveMicron Technology · +2Q · inverseMicron Technology+2Q · inverse-3.0-1.40.21.73.33/317 Q419 Q321 Q223 Q124 Q426 Q3
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs selected_lead_corr selected_lead_q signal_direction mae_improvement directional_accuracy fdr_q_diagnostic fdr_above_10pct_reference
Client Solutions Group — Quarterly YoY Relationship industry_growth Lenovo Group Segment revenue: Intelligent Devices Group (IDG) 992 HK EQUITY sales_rev_turn company_modl_segment 29 0.826522 2 positive 0.053430 0.750000 0.000002 False
Client Solutions Group — Quarterly YoY Relationship upstream_input Micron Technology Inventory MU UW EQUITY bs_inventories company_reported_metric 31 -0.756678 2 inverse; sign-adjusted in composite 0.049371 0.666667 0.000064 False
Client Solutions Group — Quarterly YoY Relationship industry_growth HP Inc Total Revenue HPQ UN EQUITY is_comp_sales company_reported_metric 30 0.817345 1 positive 0.409287 0.833333 0.000002 False

Infrastructure Solutions Group — Quarterly YoY Relationship

strict n=17lead mix +1Q=7, +2Q=1, +3Q=4, +4Q=5minimum aggregate breadth 1/17active sources at latest target 15/17forward-active source lines shown 12/17latest aligned signal z +1.6 at 26 Q2last target-overlap z +1.6 at 26 Q2forward coverage beyond latest target 4Qdashed forward signal z -0.1 at 27 Q2; active sources 3/17 (partial coverage)aggregate observations 39 / target overlap 31

Target zTarget zSign-aligned leading signalSign-aligned leading signalForward leading signalForward leading signal-1.7-0.01.73.45.112/179/178/173/1717 Q419 Q421 Q323 Q325 Q227 Q2
Composite zComposite zForward composite zForward composite zNVIDIA · +4Q · positiveNVIDIA+4Q · positiveOracle · +4Q · positiveOracle+4Q · positiveHewlett Packard Enterprise · +4Q · inverseHewlett Packard Enterprise+4Q · inverseSeagate Technology · +3Q · positiveSeagate Technology+3Q · positiveCiena · +3Q · inverseCiena+3Q · inverseInternational Business Machines · +4Q · positiveInternational Business Ma…+4Q · positiveWestern Digital · +3Q · inverseWestern Digital+3Q · inverseMeta Platforms · +4Q · positiveMeta Platforms+4Q · positiveIntel · +3Q · inverseIntel+3Q · inverseMicrosoft · +2Q · positiveMicrosoft+2Q · positiveCisco Systems · +1Q · positiveCisco Systems+1Q · positiveNetApp · +1Q · positiveNetApp+1Q · positive-3.0-1.30.52.23.912/179/178/173/1717 Q419 Q421 Q323 Q325 Q227 Q2
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs selected_lead_corr selected_lead_q signal_direction mae_improvement directional_accuracy fdr_q_diagnostic fdr_above_10pct_reference
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input NVIDIA Cost of Goods Sold NVDA UW EQUITY cb_is_cogs company_reported_metric 29 0.710841 4 positive 0.170154 0.750000 0.000716 False
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Intel Cost of Goods and Services INTC UW EQUITY is_cog_and_ss_gaap company_reported_metric 28 -0.419439 3 inverse; sign-adjusted in composite -0.021252 0.666667 0.181517 True
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Super Micro Computer Inventories SMCI UW EQUITY cb_bs_inventories company_reported_metric 27 0.677422 1 positive 0.207175 0.727273 0.008377 False
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Seagate Technology Total Revenue STX UW EQUITY is_comp_sales company_reported_metric 27 0.536569 3 positive 0.185914 0.818182 0.074245 False
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Arista Networks Days Inventory Outstanding ANET UN EQUITY annualized_days_inv_outstdg company_reported_metric 29 -0.392874 1 inverse; sign-adjusted in composite 0.139472 1.000000 0.309273 True
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Western Digital COGS / Net Sales WDC UW EQUITY cogs_to_net_sales company_reported_metric 23 -0.451194 3 inverse; sign-adjusted in composite 0.171863 1.000000 0.195406 True
Infrastructure Solutions Group — Quarterly YoY Relationship downstream_demand Microsoft Capital Expenditures MSFT UW EQUITY headline_capex company_reported_metric 29 0.557520 2 positive 0.100495 0.750000 0.040583 False
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Ciena Days Inventory Outstanding CIEN UN EQUITY annualized_days_inv_outstdg company_reported_metric 28 -0.488863 3 inverse; sign-adjusted in composite 0.174829 1.000000 0.181504 True
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Micron Technology Total Revenue MU UW EQUITY is_comp_sales company_reported_metric 31 0.809162 1 positive 0.400152 0.916667 0.000018 False
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth NetApp Segment revenue: Product Revenue NTAP UW EQUITY sales_rev_turn company_modl_segment 31 0.378458 1 positive 0.183207 1.000000 0.309273 True
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Hewlett Packard Enterprise As % of Sales HPE UN EQUITY cap_expend_to_sales company_reported_metric 27 -0.395614 4 inverse; sign-adjusted in composite 0.207795 1.000000 0.342917 True
Infrastructure Solutions Group — Quarterly YoY Relationship downstream_demand Alphabet Capital Expenditures GOOGL UW EQUITY cf_purchase_of_fixed_prod_assets company_reported_metric 29 0.704909 1 positive 0.315389 0.833333 0.000996 False
Infrastructure Solutions Group — Quarterly YoY Relationship downstream_demand Meta Platforms Segment revenue: Asia-Pacific META UW EQUITY sales_rev_turn company_modl_segment 30 0.369186 4 positive 0.020063 0.833333 0.313512 True
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth International Business Machines Segment revenue: Software IBM UN EQUITY sales_rev_turn company_modl_segment 28 0.475093 4 positive 0.148299 0.833333 0.181504 True
Infrastructure Solutions Group — Quarterly YoY Relationship downstream_demand Oracle Segment revenue: EMEA ORCL UN EQUITY sales_rev_turn company_modl_segment 29 0.550055 4 positive 0.189728 0.916667 0.046018 False
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Cisco Systems Segment revenue: Collaboration CSCO UW EQUITY sales_rev_turn company_modl_segment 26 0.488339 1 positive 0.122920 0.900000 0.181504 True
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Advanced Micro Devices Work In Process AMD UW EQUITY invtry_in_progress company_reported_metric 30 -0.436079 1 inverse; sign-adjusted in composite 0.117052 0.750000 0.159338 True

CSG commercial — Quarterly YoY Relationship

strict n=2lead mix +1Q=1, +2Q=1minimum aggregate breadth 1/2active sources at latest target 2/2forward-active source lines shown 2/2latest aligned signal z +0.5 at 26 Q2last target-overlap z +0.5 at 26 Q2forward coverage beyond latest target 1Qdashed forward signal z 0.9 at 26 Q3; active sources 2/2 (full coverage)aggregate observations 35 / target overlap 30

Target zTarget zSign-aligned leading signalSign-aligned leading signalForward leading signalForward leading signal-2.9-1.40.01.53.02/217 Q219 Q121 Q122 Q424 Q426 Q3
Composite zComposite zForward composite zForward composite zLenovo Group · +2Q · positiveLenovo Group+2Q · positiveHP Inc · +1Q · positiveHP Inc+1Q · positive-3.0-1.40.11.63.22/218 Q119 Q421 Q323 Q124 Q426 Q3
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs selected_lead_corr selected_lead_q signal_direction mae_improvement directional_accuracy fdr_q_diagnostic fdr_above_10pct_reference
CSG commercial — Quarterly YoY Relationship industry_growth HP Inc Total Revenue HPQ UN EQUITY is_comp_sales company_reported_metric 30 0.827877 1 positive 0.413853 1.0 0.000002 False
CSG commercial — Quarterly YoY Relationship industry_growth Lenovo Group Segment revenue: Intelligent Devices Group (IDG) 992 HK EQUITY sales_rev_turn company_modl_segment 29 0.829734 2 positive 0.066094 1.0 0.000002 False

CSG consumer — Quarterly YoY Relationship

strict n=2lead mix +1Q=2minimum aggregate breadth 1/2active sources at latest target 2/2forward-active source lines shown 1/2latest aligned signal z +0.8 at 26 Q2last target-overlap z +0.8 at 26 Q2forward coverage beyond latest target 1Qdashed forward signal z 0.2 at 26 Q3; active sources 1/2 (partial coverage)aggregate observations 37 / target overlap 32

Low-breadth forward warning: 26 Q3 1/2 (HP Inc). Amber markers are single-source forward signals, not diversified composite evidence.
Target zTarget zSign-aligned leading signalSign-aligned leading signalForward leading signalForward leading signalSingle-source forward signalSingle-source forward signal-2.5-1.10.21.52.81/217 Q219 Q121 Q122 Q424 Q426 Q3
Composite zComposite zForward composite zForward composite zSingle-source forward signalSingle-source forward signalHP Inc · +1Q · positiveHP Inc+1Q · positive-2.4-1.20.01.22.41/217 Q319 Q221 Q123 Q124 Q426 Q3
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs selected_lead_corr selected_lead_q signal_direction mae_improvement directional_accuracy fdr_q_diagnostic fdr_above_10pct_reference
CSG consumer — Quarterly YoY Relationship industry_growth HP Inc Inventory HPQ UN EQUITY bs_inventories company_reported_metric 31 0.669659 1 positive 0.351166 0.75 0.001565 False
CSG consumer — Quarterly YoY Relationship industry_growth Lenovo Group Segment revenue: Europe-Middle East-Africa 992 HK EQUITY sales_rev_turn company_modl_segment 32 0.716892 1 positive -0.148188 0.50 0.000243 False

ISG AI servers — Quarterly YoY Relationship

strict n=0latest target z 1.0target observations 4

Target zTarget z-1.3-0.7-0.10.61.224 Q425 Q125 Q225 Q325 Q426 Q1
No candidate passed the +1Q..+4Q forecast qualification and sensitivity gates for this target.
Segment source diagnostics
No forecast-qualified relationship rows. The target remains visible because its direct target vector is score-ready.

ISG servers and networking — Quarterly YoY Relationship

strict n=7lead mix +1Q=3, +2Q=1, +4Q=3minimum aggregate breadth 1/7active sources at latest target 7/7forward-active source lines shown 7/7latest aligned signal z +1.2 at 26 Q1last target-overlap z +1.2 at 26 Q1forward coverage beyond latest target 5Qdashed forward signal z -1.3 at 27 Q2; active sources 1/7 (partial coverage)aggregate observations 39 / target overlap 30

Low-breadth forward warning: 27 Q2 1/7 (Cisco Systems). Amber markers are single-source forward signals, not diversified composite evidence.
Target zTarget zSign-aligned leading signalSign-aligned leading signalForward leading signalForward leading signalSingle-source forward signalSingle-source forward signal-2.3-0.80.72.33.87/75/74/73/71/717 Q219 Q221 Q223 Q225 Q227 Q2
Composite zComposite zForward composite zForward composite zSingle-source forward signalSingle-source forward signalCisco Systems · +4Q · positiveCisco Systems+4Q · positiveInternational Business Machines · +4Q · positiveInternational Business Ma…+4Q · positiveIntel · +4Q · inverseIntel+4Q · inverseCiena · +2Q · inverseCiena+2Q · inverseHewlett Packard Enterprise · +1Q · positiveHewlett Packard Enterprise+1Q · positiveAdvanced Micro Devices · +1Q · inverseAdvanced Micro Devices+1Q · inverseArista Networks · +1Q · inverseArista Networks+1Q · inverse-4.3-2.00.42.75.17/75/74/73/71/717 Q419 Q421 Q323 Q325 Q227 Q2
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs selected_lead_corr selected_lead_q signal_direction mae_improvement directional_accuracy fdr_q_diagnostic fdr_above_10pct_reference
ISG servers and networking — Quarterly YoY Relationship industry_growth Cisco Systems Segment revenue: Services CSCO UW EQUITY sales_rev_turn company_modl_segment 28 0.522177 4 positive 0.171869 0.916667 0.149159 True
ISG servers and networking — Quarterly YoY Relationship upstream_input Advanced Micro Devices Work In Process AMD UW EQUITY invtry_in_progress company_reported_metric 29 -0.562749 1 inverse; sign-adjusted in composite 0.168075 0.750000 0.161376 True
ISG servers and networking — Quarterly YoY Relationship industry_growth International Business Machines Segment revenue: Software IBM UN EQUITY sales_rev_turn company_modl_segment 27 0.548461 4 positive 0.195018 0.818182 0.149159 True
ISG servers and networking — Quarterly YoY Relationship industry_growth Ciena Days Inventory Outstanding CIEN UN EQUITY annualized_days_inv_outstdg company_reported_metric 27 -0.551283 2 inverse; sign-adjusted in composite 0.202670 0.909091 0.149159 True
ISG servers and networking — Quarterly YoY Relationship upstream_input Intel Inventories INTC UW EQUITY bs_inventories company_reported_metric 26 -0.477169 4 inverse; sign-adjusted in composite 0.180841 1.000000 0.212417 True
ISG servers and networking — Quarterly YoY Relationship industry_growth Arista Networks Days Inventory Outstanding ANET UN EQUITY annualized_days_inv_outstdg company_reported_metric 28 -0.446259 1 inverse; sign-adjusted in composite 0.138001 0.916667 0.256871 True
ISG servers and networking — Quarterly YoY Relationship industry_growth Hewlett Packard Enterprise Asia Pacific & Japan HPE UN EQUITY sales_rev_turn company_modl_segment 29 0.671259 1 positive 0.217720 0.750000 0.011823 False

ISG storage — Quarterly YoY Relationship

strict n=4lead mix +2Q=2, +3Q=2minimum aggregate breadth 1/4active sources at latest target 2/4forward-active source lines shown 4/4latest aligned signal z +2.9 at 26 Q2last target-overlap z +2.9 at 26 Q2forward coverage beyond latest target 3Qdashed forward signal z 1.6 at 27 Q1; active sources 2/4 (partial coverage)aggregate observations 37 / target overlap 28

Target zTarget zSign-aligned leading signalSign-aligned leading signalForward leading signalForward leading signal-1.8-0.31.32.84.34/43/42/417 Q219 Q221 Q223 Q125 Q127 Q1
Composite zComposite zForward composite zForward composite zWestern Digital · +3Q · positiveWestern Digital+3Q · positiveSeagate Technology · +3Q · positiveSeagate Technology+3Q · positiveHewlett Packard Enterprise · +2Q · positiveHewlett Packard Enterprise+2Q · positiveNetApp · +2Q · positiveNetApp+2Q · positive-3.2-1.20.92.95.04/43/42/418 Q119 Q421 Q323 Q325 Q227 Q1
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs selected_lead_corr selected_lead_q signal_direction mae_improvement directional_accuracy fdr_q_diagnostic fdr_above_10pct_reference
ISG storage — Quarterly YoY Relationship upstream_input Western Digital Total Revenue WDC UW EQUITY is_comp_sales company_reported_metric 26 0.481021 3 positive -0.070491 0.600000 0.367335 True
ISG storage — Quarterly YoY Relationship upstream_input Seagate Technology OEM STX UW EQUITY sales_rev_turn company_modl_segment 24 0.435366 3 positive -0.409989 0.500000 0.367335 True
ISG storage — Quarterly YoY Relationship industry_growth Hewlett Packard Enterprise Asia Pacific & Japan HPE UN EQUITY sales_rev_turn company_modl_segment 28 0.474078 2 positive -0.108430 0.583333 0.174468 True
ISG storage — Quarterly YoY Relationship industry_growth NetApp Segment revenue: United States NTAP UW EQUITY sales_rev_turn company_modl_segment 26 0.612647 2 positive 0.349348 0.700000 0.084251 False

Total net revenue — Quarterly YoY Relationship

strict n=5lead mix +1Q=2, +2Q=2, +3Q=1minimum aggregate breadth 1/5active sources at latest target 3/5forward-active source lines shown 2/5latest aligned signal z +2.9 at 26 Q2last target-overlap z +2.9 at 26 Q2forward coverage beyond latest target 2Qdashed forward signal z 1.6 at 26 Q4; active sources 2/5 (partial coverage)aggregate observations 29 / target overlap 27

Target zTarget zSign-aligned leading signalSign-aligned leading signalForward leading signalForward leading signal-2.1-0.51.22.94.52/52/519 Q421 Q222 Q324 Q125 Q226 Q4
Composite zComposite zForward composite zForward composite zHewlett Packard Enterprise · +2Q · positiveHewlett Packard Enterprise+2Q · positiveInternational Business Machines · +3Q · positiveInternational Business Ma…+3Q · positive-2.9-0.91.03.05.02/52/518 Q119 Q421 Q323 Q225 Q126 Q4
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs selected_lead_corr selected_lead_q signal_direction mae_improvement directional_accuracy fdr_q_diagnostic fdr_above_10pct_reference
Total net revenue — Quarterly YoY Relationship industry_growth Hewlett Packard Enterprise Asia Pacific & Japan HPE UN EQUITY sales_rev_turn company_modl_segment 27 0.760806 2 positive 0.101229 0.727273 0.000288 False
Total net revenue — Quarterly YoY Relationship industry_growth International Business Machines Total Revenue IBM UN EQUITY is_comp_sales company_reported_metric 21 0.580861 3 positive 0.215204 1.000000 0.052901 False
Total net revenue — Quarterly YoY Relationship upstream_input Micron Technology Segment revenue: DRAM MU UW EQUITY sales_rev_turn company_modl_segment 27 0.840610 1 positive 0.345250 0.909091 0.000003 False
Total net revenue — Quarterly YoY Relationship industry_growth Lenovo Group Revenue 992 HK EQUITY is_comp_sales company_reported_metric 25 0.876232 2 positive 0.559158 0.888889 0.000002 False
Total net revenue — Quarterly YoY Relationship industry_growth HP Inc Revenue HPQ UN EQUITY is_comp_sales company_reported_metric 25 0.778242 1 positive 0.292044 0.888889 0.000288 False

Forecast Source Catalog Back to top

Quarterly YoY Relationship Target Sources

target bucket company segment_or_metric universe field source_type corr_obs selected_lead_corr selected_lead_q signal_direction mae_improvement directional_accuracy fdr_q_diagnostic fdr_above_10pct_reference
CSG consumer — Quarterly YoY Relationship industry_growth HP Inc Inventory HPQ UN EQUITY bs_inventories company_reported_metric 31 0.669659 1 positive 0.351166 0.750000 0.001565 False
CSG consumer — Quarterly YoY Relationship industry_growth Lenovo Group Segment revenue: Europe-Middle East-Africa 992 HK EQUITY sales_rev_turn company_modl_segment 32 0.716892 1 positive -0.148188 0.500000 0.000243 False
ISG servers and networking — Quarterly YoY Relationship industry_growth Cisco Systems Segment revenue: Services CSCO UW EQUITY sales_rev_turn company_modl_segment 28 0.522177 4 positive 0.171869 0.916667 0.149159 True
ISG storage — Quarterly YoY Relationship upstream_input Western Digital Total Revenue WDC UW EQUITY is_comp_sales company_reported_metric 26 0.481021 3 positive -0.070491 0.600000 0.367335 True
CSG commercial — Quarterly YoY Relationship industry_growth HP Inc Total Revenue HPQ UN EQUITY is_comp_sales company_reported_metric 30 0.827877 1 positive 0.413853 1.000000 0.000002 False
CSG commercial — Quarterly YoY Relationship industry_growth Lenovo Group Segment revenue: Intelligent Devices Group (IDG) 992 HK EQUITY sales_rev_turn company_modl_segment 29 0.829734 2 positive 0.066094 1.000000 0.000002 False
ISG servers and networking — Quarterly YoY Relationship upstream_input Advanced Micro Devices Work In Process AMD UW EQUITY invtry_in_progress company_reported_metric 29 -0.562749 1 inverse; sign-adjusted in composite 0.168075 0.750000 0.161376 True
ISG servers and networking — Quarterly YoY Relationship industry_growth International Business Machines Segment revenue: Software IBM UN EQUITY sales_rev_turn company_modl_segment 27 0.548461 4 positive 0.195018 0.818182 0.149159 True
ISG storage — Quarterly YoY Relationship upstream_input Seagate Technology OEM STX UW EQUITY sales_rev_turn company_modl_segment 24 0.435366 3 positive -0.409989 0.500000 0.367335 True
ISG storage — Quarterly YoY Relationship industry_growth Hewlett Packard Enterprise Asia Pacific & Japan HPE UN EQUITY sales_rev_turn company_modl_segment 28 0.474078 2 positive -0.108430 0.583333 0.174468 True
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input NVIDIA Cost of Goods Sold NVDA UW EQUITY cb_is_cogs company_reported_metric 29 0.710841 4 positive 0.170154 0.750000 0.000716 False
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Intel Cost of Goods and Services INTC UW EQUITY is_cog_and_ss_gaap company_reported_metric 28 -0.419439 3 inverse; sign-adjusted in composite -0.021252 0.666667 0.181517 True
Client Solutions Group — Quarterly YoY Relationship industry_growth Lenovo Group Segment revenue: Intelligent Devices Group (IDG) 992 HK EQUITY sales_rev_turn company_modl_segment 29 0.826522 2 positive 0.053430 0.750000 0.000002 False
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Super Micro Computer Inventories SMCI UW EQUITY cb_bs_inventories company_reported_metric 27 0.677422 1 positive 0.207175 0.727273 0.008377 False
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Seagate Technology Total Revenue STX UW EQUITY is_comp_sales company_reported_metric 27 0.536569 3 positive 0.185914 0.818182 0.074245 False
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Arista Networks Days Inventory Outstanding ANET UN EQUITY annualized_days_inv_outstdg company_reported_metric 29 -0.392874 1 inverse; sign-adjusted in composite 0.139472 1.000000 0.309273 True
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Western Digital COGS / Net Sales WDC UW EQUITY cogs_to_net_sales company_reported_metric 23 -0.451194 3 inverse; sign-adjusted in composite 0.171863 1.000000 0.195406 True
Client Solutions Group — Quarterly YoY Relationship upstream_input Micron Technology Inventory MU UW EQUITY bs_inventories company_reported_metric 31 -0.756678 2 inverse; sign-adjusted in composite 0.049371 0.666667 0.000064 False
Client Solutions Group — Quarterly YoY Relationship industry_growth HP Inc Total Revenue HPQ UN EQUITY is_comp_sales company_reported_metric 30 0.817345 1 positive 0.409287 0.833333 0.000002 False
Infrastructure Solutions Group — Quarterly YoY Relationship downstream_demand Microsoft Capital Expenditures MSFT UW EQUITY headline_capex company_reported_metric 29 0.557520 2 positive 0.100495 0.750000 0.040583 False
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Ciena Days Inventory Outstanding CIEN UN EQUITY annualized_days_inv_outstdg company_reported_metric 28 -0.488863 3 inverse; sign-adjusted in composite 0.174829 1.000000 0.181504 True
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Micron Technology Total Revenue MU UW EQUITY is_comp_sales company_reported_metric 31 0.809162 1 positive 0.400152 0.916667 0.000018 False
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth NetApp Segment revenue: Product Revenue NTAP UW EQUITY sales_rev_turn company_modl_segment 31 0.378458 1 positive 0.183207 1.000000 0.309273 True
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Hewlett Packard Enterprise As % of Sales HPE UN EQUITY cap_expend_to_sales company_reported_metric 27 -0.395614 4 inverse; sign-adjusted in composite 0.207795 1.000000 0.342917 True
Infrastructure Solutions Group — Quarterly YoY Relationship downstream_demand Alphabet Capital Expenditures GOOGL UW EQUITY cf_purchase_of_fixed_prod_assets company_reported_metric 29 0.704909 1 positive 0.315389 0.833333 0.000996 False
Infrastructure Solutions Group — Quarterly YoY Relationship downstream_demand Meta Platforms Segment revenue: Asia-Pacific META UW EQUITY sales_rev_turn company_modl_segment 30 0.369186 4 positive 0.020063 0.833333 0.313512 True
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth International Business Machines Segment revenue: Software IBM UN EQUITY sales_rev_turn company_modl_segment 28 0.475093 4 positive 0.148299 0.833333 0.181504 True
ISG servers and networking — Quarterly YoY Relationship industry_growth Ciena Days Inventory Outstanding CIEN UN EQUITY annualized_days_inv_outstdg company_reported_metric 27 -0.551283 2 inverse; sign-adjusted in composite 0.202670 0.909091 0.149159 True
ISG servers and networking — Quarterly YoY Relationship upstream_input Intel Inventories INTC UW EQUITY bs_inventories company_reported_metric 26 -0.477169 4 inverse; sign-adjusted in composite 0.180841 1.000000 0.212417 True
ISG servers and networking — Quarterly YoY Relationship industry_growth Arista Networks Days Inventory Outstanding ANET UN EQUITY annualized_days_inv_outstdg company_reported_metric 28 -0.446259 1 inverse; sign-adjusted in composite 0.138001 0.916667 0.256871 True
Infrastructure Solutions Group — Quarterly YoY Relationship downstream_demand Oracle Segment revenue: EMEA ORCL UN EQUITY sales_rev_turn company_modl_segment 29 0.550055 4 positive 0.189728 0.916667 0.046018 False
Infrastructure Solutions Group — Quarterly YoY Relationship industry_growth Cisco Systems Segment revenue: Collaboration CSCO UW EQUITY sales_rev_turn company_modl_segment 26 0.488339 1 positive 0.122920 0.900000 0.181504 True
Total net revenue — Quarterly YoY Relationship industry_growth Hewlett Packard Enterprise Asia Pacific & Japan HPE UN EQUITY sales_rev_turn company_modl_segment 27 0.760806 2 positive 0.101229 0.727273 0.000288 False
Total net revenue — Quarterly YoY Relationship industry_growth International Business Machines Total Revenue IBM UN EQUITY is_comp_sales company_reported_metric 21 0.580861 3 positive 0.215204 1.000000 0.052901 False
ISG servers and networking — Quarterly YoY Relationship industry_growth Hewlett Packard Enterprise Asia Pacific & Japan HPE UN EQUITY sales_rev_turn company_modl_segment 29 0.671259 1 positive 0.217720 0.750000 0.011823 False
Total net revenue — Quarterly YoY Relationship upstream_input Micron Technology Segment revenue: DRAM MU UW EQUITY sales_rev_turn company_modl_segment 27 0.840610 1 positive 0.345250 0.909091 0.000003 False
Total net revenue — Quarterly YoY Relationship industry_growth Lenovo Group Revenue 992 HK EQUITY is_comp_sales company_reported_metric 25 0.876232 2 positive 0.559158 0.888889 0.000002 False
Infrastructure Solutions Group — Quarterly YoY Relationship upstream_input Advanced Micro Devices Work In Process AMD UW EQUITY invtry_in_progress company_reported_metric 30 -0.436079 1 inverse; sign-adjusted in composite 0.117052 0.750000 0.159338 True
Total net revenue — Quarterly YoY Relationship industry_growth HP Inc Revenue HPQ UN EQUITY is_comp_sales company_reported_metric 25 0.778242 1 positive 0.292044 0.888889 0.000288 False
ISG storage — Quarterly YoY Relationship industry_growth NetApp Segment revenue: United States NTAP UW EQUITY sales_rev_turn company_modl_segment 26 0.612647 2 positive 0.349348 0.700000 0.084251 False

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Approved relationships40
Approved companies19
Composite methodone metric per company-target; selected-lead sign alignment; equal-weight mean of available approved companies; minimum one active source; one-source forward points retained but not presented as diversified composite evidence
Coverage displayfilled markers for full coverage; open markers for valid partial coverage; every post-target aggregate observation dashed and labelled active n / approved n; one-source points overlaid in amber with a visible warning
Raw source displayall sources active in at least one forward period; retained uninverted and explicitly labelled when inverse
Target-basis splitQuarterly YoY Relationship: 8 score-ready targets / 7 with qualified leads / 40 relationships