Replay available

Dell Technologies Inc. (DELL) Q3 2026 Earnings Call

Dell Technologies Inc. (NYSE: DELL) Q3 2026 earnings conference call, held 2025-11-25. Replay captured from the company's public earnings webcast.

Tue, November 25, 2025 at 4:30 PMendedReplay
Dell Technologies Inc. (DELL) Q3 2026 Earnings Call

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Featured presenters

Samik Chatterjee

Analyst, J.P. Morgan

Asiya Merchant

Analyst, Citigroup

Ben Reitzes

Analyst, Melius Research

Jeff Clark

Chairman and CEO, Dell Technologies

Aaron Rakers

Analyst, Wells Fargo

Simon Leopold

Analyst, Raymond James

David Vogt

Analyst, UBS

Michael Eend

Analyst, Goldman Sachs

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.595 Good afternoon, and welcome to the fiscal year 2026 third 00:00:04.595 -- 00:00:08.779 quarter financial results conference call for Dell Technologies, Inc. 00:00:08.779 -- 00:00:13.062 I'd like to inform all participants this call is being recorded at the request of Dell 00:00:13.062 -- 00:00:18.467 Technologies. This broadcast is a copyrighted property of Dell Technologies, Inc. 00:00:18.467 -- 00:00:23.672 Any rebroadcast of this information in whole or part without the prior written permission 00:00:23.672 -- 00:00:29.016 of Dell Technologies is prohibited. Following prepared remarks, we will conduct a question 00:00:29.016 -- 00:00:34.060 and answer session. If you have a question, simply press star, then one, 00:00:34.060 -- 00:00:37.283 your telephone keypad at any time during the presentation. 00:00:37.283 -- 00:00:41.707 I'd now like to turn the call over to Paul Franz, Head of Investor Relations. 00:00:41.707 -- 00:00:44.868 Mr. Franz, you may begin. 00:00:47.432 -- 00:00:49.033 Thanks, everyone, for joining us. 00:00:49.033 -- 00:00:53.757 With me today are Jeff Clark, David Kennedy, and Howard Johnson. 00:00:53.757 -- 00:00:58.001 Our earnings materials are available on our IR website, and I encourage you to review 00:00:58.001 -- 00:01:03.045 these materials. Also, Please take some time to review the presentation, which 00:01:03.045 -- 00:01:07.349 includes additional content to complement our discussion this afternoon. 00:01:07.349 -- 00:01:12.995 Guidance will be covered on today's call. During this call, unless otherwise indicated, 00:01:12.995 -- 00:01:17.899 all references to financial measures refer to non-GAAP financial measures, including 00:01:17.899 -- 00:01:23.424 non-GAAP gross margin, operating expenses, o...