Dell Technologies: Quarterly Review & Guidance

This document presents Dell Technologies' Q2 FY26 Performance Review, highlighting strong financial results including significant revenue and diluted EPS growth. The company reported solid cash flow from operations and a substantial return of capital to shareholders, primarily through share repurchases and dividends. A key focus is on Dell's leadership in AI-optimized servers, with substantial shipments in the first half of FY26 and an expanding pipeline driven by enterprise adoption. The report details Dell's competitive advantages in AI solutions, including speed of innovation, service capabilities, and financing options, alongside market leadership in various server, PC, and storage categories. The document also includes financial disclosures regarding the VMware spin-off and revisions to prior period financial statements, along with forward-looking guidance for FY26.

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