Dell (DELL): FY26 Q1 earnings call, May 29, 2025

Thu, May 29Earnings callSpeaker-labelled transcriptDell

No Kalshi or Polymarket word markets were listed for Dell’s May 29, 2025 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “Deal”; 3 quoted, at least 25 words apart.

Yvonne Mc Gillcompanyprepared

…$7 billion of AI servers as we fulfill some of our large deals. We are expecting sub-seasonal performance in traditional server and storage, our larger…

Jeff Clarkecompanyqa

…Inside our CSU business. If I move over to ISG, again, large deals, large customers, they're aggressive. It's not different. It's always been the case.…

Yvonne Mc Gillcompanyqa

…already talked about. Which is higher margin. As well as more large deals. And, again, we we've talked about that, and they those large deals…

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