Dell Technologies Inc (XSWX:DELL)
CHF 317.54 -11.25 (-3.42%) Market Cap: 209.29 Bil Enterprise Value: 225.16 Bil PE Ratio: 31.73 PB Ratio: 0 GF Score: 74/100

Dell Technologies Inc at Bank of America Global Technology Conference Transcript

Jun 02, 2026 / 05:40PM GMT
Release Date Price: CHF353.81 (-0.54%)
Wamsi Mohan
Bofa Merrill Lynch Asset Holdings Inc - Analyst

Welcome to day 1 of Bank of America's Global Tech Conference. Delighted to see many familiar faces over here. I'm Wamsi Mohan. I cover IT hardware and tech supply chain for the bank, glad you could all make it. I'm delighted to welcome Dell here today.

With us today, we have Arthur Lewis, who heads up the infrastructure group, which has been nothing short of amazing lately. So grateful to have you over here.

I do have a quick safe harbor statement to read from Dell. 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.

And with that, and I think Zack will give me some props from IR for

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