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Dell Applied sciences Inc. (DELL) Shareholder/Analyst Name Transcript
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Dell Applied sciences Inc. (DELL) Shareholder/Analyst Name Transcript

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Last updated: October 7, 2025 10:39 pm
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Published: October 7, 2025
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Convention Name Members

Simon Leopold – Raymond James & Associates, Inc., Analysis Division
Samik Chatterjee – JPMorgan Chase & Co, Analysis Division
Wamsi Mohan – BofA Securities, Analysis Division
Aaron Rakers – Wells Fargo Securities, LLC, Analysis Division
Erik Woodring – Morgan Stanley, Analysis Division
Benjamin Reitzes – Melius Analysis LLC
Amit Daryanani – Evercore ISI Institutional Equities, Analysis Division
Mark Newman – Sanford C. Bernstein & Co., LLC., Analysis Division
Asiya Service provider – Citigroup Inc., Analysis Division
Michael Ng – Goldman Sachs Group, Inc., Analysis Division
Timothy Lengthy – Barclays Financial institution PLC, Analysis Division
David Vogt – UBS Funding Financial institution, Analysis Division
Mehdi Hosseini – Susquehanna Monetary Group, LLLP, Analysis Division
Vijay Rakesh – Mizuho Securities USA LLC, Analysis Division

Presentation

Operator

Please welcome Dell Applied sciences VP of Investor Relations, Paul Frantz.

Paul Frantz
Vice President of Investor Relations

Hi there, and due to everybody for becoming a member of us right now for our 2025 Dell Applied sciences Securities Analyst Assembly. You will discover our press launch from right now, our presentation and associated disclosures in addition to further content material and knowledge obtainable on our IR web site.

Earlier than we get began, I might wish to share with you our Regulation G and protected harbor disclosures. Throughout this assembly, until in any other case specified, all references to monetary measures confer with non-GAAP monetary measures, together with non-GAAP income, working revenue, web revenue, adjusted free money stream and earnings per share. A reconciliation of those measures to essentially the most instantly comparable GAAP measures might be present in our assembly supplies and SEC filings. Development percentages until in any other case specified, confer with year-over-year modifications. As well as, statements made throughout this assembly that relate to future

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