Dell (DELL): FY26 Q2 earnings call, Aug 28, 2025

Thu, Aug 28Earnings callSpeaker-labelled transcriptDell

No Kalshi or Polymarket word markets were listed for Dell’s Aug 28, 2025 earnings call (FY26 Q2). 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 “Data Center”; 5 quoted, at least 25 words apart.

Jeffrey W. Clarkecompanyprepared

…ability to Dell design and even Dell manufacture components within our at-scale data center solutions drive margin rate improvement within AI. In traditional servers, revenue…

Jeffrey W. Clarkecompanyprepared

…to consolidate workloads to make room for AI and to drive broader data center efficiencies. There's still significant opportunity ahead as over 70% of the…

Yvonne Mc Gillcompanyprepared

…growth driven by strong TRU expansion as customers consolidated and modernized their data centers. Storage revenue was down 3% to $3.9 billion as demand was…

Erik William Richard Woodringanalystqa

…We heard from some of your peers last night about a strengthening data center monetization opportunity. Revenue was down 3% for you guys, and you're…

Jeffrey W. Clarkecompanyqa

…of the advanced technologies have. So with Hopper, air going into current data centers, the RTX 6000, as I mentioned, as an example, we saw…

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