Round Rock, Texas — Dell Technologies reported its financial results for the first quarter of fiscal year 2026 during a conference call on May 29, 2025. The meeting, which featured several key executives, provided insights into the company’s performance and future guidance.

Paul Frantz, the Head of Investor Relations, began by welcoming participants and outlining the structure of the call. Joining him were Jeff Clarke, Vice Chairman and COO; Yvonne McGill, Chief Financial Officer; and Tyler Johnson, Senior Vice President and Treasurer. Frantz encouraged attendees to review the earnings materials available on the company’s investor relations website, which include comprehensive data and projections.

During the call, the executives discussed several financial metrics, clarifying that all references pertain to non-GAAP measures. These metrics, which include gross margins and operating income, are presented to give a clearer picture of the company’s operational efficiency and profitability. Dell aims to provide a detailed reconciliation of these figures with GAAP measures in its financial documentation.

The discussion highlighted significant growth areas for Dell, particularly within its cloud services and enterprise solutions segments. Analysts participating in the call expressed interest in understanding how the company plans to navigate increasing competition in these sectors. Dell’s leadership assured stakeholders that strategic investments in technology and innovation would remain a priority to stimulate long-term growth.

Questions from financial analysts focused on anticipated challenges and market conditions. Executives affirmed that they are closely monitoring industry trends and are prepared to adapt to a dynamic landscape. This underscores Dell’s commitment to maintaining its competitive edge while responding to evolving customer needs.

Participants also sought clarity on Dell’s cash flow management and capital allocation strategies. The executives reiterated their commitment to maintaining a robust balance sheet, emphasizing the importance of free cash flow as a key performance indicator. They noted that prudent financial management would enable continued investment in research and development, essential for driving innovation.

As the call wrapped up, the executives expressed optimism about upcoming projects and initiatives. They reinforced the company’s vision to remain at the forefront of technology, ensuring that Dell continues delivering value to its customers and shareholders alike. The overall tone was positive, suggesting that Dell is well-positioned to meet both current and future challenges in the tech industry.

Throughout the call, Dell Technologies showcased not only its recent financial performance but also its proactive approach to the market, aiming to inspire confidence among investors and analysts. As stakeholders await further developments, the company remains focused on leveraging its strengths to navigate the complexities of the technology landscape.