Dell (DELL): FY26 Q2 earnings call, Aug 28, 2025
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Sovereign”; 5 quoted, at least 25 words apart.
…5-quarter pipeline continued to grow sequentially with double-digit growth across enterprise and sovereign opportunities. Our pipeline remains multiples of our backlog. Enterprise orders and our…
…pipeline continues to grow. Exciting in that pipeline as we saw the sovereign opportunities and the enterprise opportunities grow double digits. But there's complexity here,…
…a quick question on the pipeline. Just wondering what the mix of sovereign orders was. And then I know you talked about improving AI margins…
…think it's important for us to make sure we communicate clearly, our sovereign part of the pipeline and our enterprise part of the pipeline grew…
…composition of CSP from a customer point of view, plus enterprise, plus sovereign. It's predominantly from a technology point of view, Blackwell with a growing…
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