Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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SA Transcripts158.8K FollowersFollow5ShareSaveCommentsQ4: 2026-02-26 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $3.89 beats by $0.38 | Revenue of $33.38B (39.48% Y/Y) beats by $1.75B Dell Technologies Inc. (DELL) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 5:35 PM EST Company Participants David Kennedy - Chief Financial Officer Conference Call Participants Erik Woodring - Morgan Stanley, Research Division Presentation Erik WoodringMorgan Stanley, Research Division Well, let's get started here. Welcome to day 3, again, the afternoon of day 3. My name is Erik Woodring. I lead the hardware coverage here at Morgan Stanley. I'm delighted to be joined by Dell Technologies' CFO, David Kennedy. Before we get started, a few things. So from my end, please see Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. And from the Dell side, statements in this presentation that relate to future results and events are forward-looking statements and based on Dell Technologies' current expectations. In some cases, you can identify these statements by such forward-looking words as anticipate, believe, could, estimate, expect, intend, confidence, may, plan, potential, should, will and would or similar expressions. Actual results and events in future periods may differ materially from those expressed and are implied by these forward-looking statements because of a number of risks, uncertainties and other factors, including those discussed in Dell Technologies' periodic reports filed with the SEC. Dell Technologies assumes no obligation to update these forward-looking statements. So David, first time at the TMT conference. Earlier in your career here as CFO at Dell Technologies, a lot to talk about, dynamic world. Thank you for joining us. David KennedyChief Financial Officer Yes, I appreciate it. Thank you. Question-and-Answer Session Erik WoodringMorgan Stanley, Research Division So I think the best and clearest way place to start, you reported earnings less than a week ago, last Thursday night. There's a lot to unpack, but I want