Dell — Supply Chain & Business Relationships

ROUND ROCK, Texas — May 28, 2026 — Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2027 first quarter and provides guidance for its fiscal 2027 second quarter and full year. First-Quarter Summary • Record revenue of $43.8 billion, up 88% year over year

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• Record diluted earnings per share (EPS) of $5.24, up 282% year over year, and record non-GAAP diluted EPS of $4.86, up 214% • Record first-quarter cash flow from operations of $4.1 billion “Our record Q1 performance reflects strong in-quarter demand, as well as our pace of innovation across the full stack of PCs, compute and storage,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies. “We booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue.

ROUND ROCK, Texas — February 26, 2026 — Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 fourth quarter and full year ended January 30, 2026. The company also provides guidance for its fiscal 2027 first quarter and full year. Full-Year Summary • Record full-year revenue of $113.5 billion, up 19% year over year

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• Record full-year diluted earnings per share (EPS) of $8.68, up 36% year over year, and record full-year non-GAAP diluted EPS of $10.30, up 27% • Record full-year cash flow from operations of $11.2 billion • Announcing a cash dividend increase of 20% and $10 billion increase in share repurchase authorization • FY27 guidance: Full-year revenue growth of 23% at the midpoint, diluted EPS growth of 33% at the midpoint, and non-GAAP diluted EPS growth of 25% at the midpoint Fourth-Quarter Summary • Record revenue of $33.4 billion, up 39% year over year • Record fourth-quarter diluted EPS of $3.37, up 57% year over year, and record non-GAAP diluted EPS of $3.89, up 45%

ROUND ROCK, Texas — November 25, 2025 — Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 third quarter and provides guidance for its fiscal 2026 fourth quarter and full year. The company also names David Kennedy its chief financial officer on a permanent basis. Third-Quarter Summary • Record third-quarter revenue of $27.0 billion, up 11% year over year

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• Diluted earnings per share (EPS) of $2.28, up 39% year over year, and record third-quarter non-GAAP diluted EPS of $2.59, up 17% • Cash flow from operations of $1.2 billion “In the third quarter we delivered record Q3 revenue of $27 billion, record Q3 profitability, strong cash generation and above-trend capital return of $1.6 billion,” said David Kennedy, chief financial officer, Dell Technologies.

ROUND ROCK, Texas — August 28, 2025 — Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 second quarter. The company also provides guidance for its fiscal 2026 third quarter and full year. Second-Quarter Summary • Record revenue of $29.8 billion, up 19% year over year

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• Operating income of $1.8 billion, up 27% year over year, and non-GAAP operating income of $2.3 billion, up 10% • Diluted earnings per share (EPS) of $1.70, up 38% year over year, and record second-quarter non-GAAP diluted EPS of $2.32, up 19% • Cash flow from operations of $2.5 billion “In Q2, we achieved strong top-line results and profitability, reaching record revenue of $29.8 billion,” said Yvonne McGill, chief financial officer, Dell Technologies. “We delivered another quarter of robust cash generation, with $2.5 billion in cash flow from operations and $1.3 billion in shareholder returns.” “We’ve now shipped $10 billion of AI solutions in the first half of FY26, surpassing all shipments in FY25. This helped deliver another record revenue quarter in our Servers and Networking business, which grew 69%,” said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies.