Dell Technologies Inc. (DELL) Discusses AI Strategy and Business Transformation in the Tech Industry Transcript
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SA Transcripts159.23K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Dell Technologies Inc. (DELL) Discusses AI Strategy and Business Transformation in the Tech Industry April 7, 2026 11:30 AM EDT Company Participants Michael Dell - Chairman & CEO Conference Call Participants Wamsi Mohan - BofA Securities, Research Division Presentation Wamsi MohanBofA Securities, Research Division Okay. All right. Good. Sorry about that, everyone. Well, hello, and good morning to you all. Welcome to our View From the Top CEO Call Series. I'm honored to welcome back Founder, Chairman and CEO of Dell Technologies, Michael Dell, on this View From the Top Series Call. Michael is joining us again for the third time. So we're especially privileged to have him on this call. Before we get started, I do need to mention that conflict disclosures as related to the individual companies or securities discussed on the call today can be found on the call invitation. Additionally, this presentation contains forward-looking statements based on Dell Technologies' current expectations. These statements involve risks and uncertainties that could cause actual results to differ materially. Factors that could cause results to differ are discussed in Dell Technologies' periodic reports on Forms 10-K or 10-Q filed with the SEC. Any forward-looking statements made today are based on assumptions as of today, and Dell Technologies undertakes no obligation to update them. We have a lot of ground to cover over here today. We're going to talk through, hopefully, a broad breadth of topics, including AI, memory, PCs, cap allocation, lots of exciting stuff to cover. We're here with Michael. So as you all know, and Michael really needs no introduction, but Michael really started and founded Dell Technologies with $1,000 in 1984 at the age of 19. He became the youngest CEO ever to earn a ranking on Fortune 500. He has navigated many cycles, lots of portfolio changes, including the acquisition of EMC, the go-private transaction back in 2013, spinning out VMware in 2021, Perot