Dell Technologies Inc (NYSE:DELL)
$ 417.28 +5.48 (+1.33%) Market Cap: 269.62 Bil Enterprise Value: 289.21 Bil PE Ratio: 33.14 PB Ratio: 0 GF Score: 69/100

Dell Technologies Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2026 / 10:35PM GMT
Release Date Price: $147.1 (+1.32%)
Erik Woodring
Morgan Stanley & Co Ltd - Analyst

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

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