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David Kennedy

Chief Financial Officer, Dell Technologies

Verified interview transcripts, podcast appearances, and direct quotes from David Kennedy, Chief Financial Officer at Dell Technologies. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • David Kennedy, Dell Technologies | theCUBE + NYSE Wired: Dell Technologies Symposium

    In this interview from theCUBE + NYSE Wired: Dell Technologies Symposium, David Kennedy, chief financial officer of Dell Technologies, joins theCUBE + NYSE Wired's Dave Vellante to discuss the enterprise inflection point driving durable AI monetization across industries. Kennedy reveals Dell now supports 6,500 AI factories, with more added in the past eight months than the previous eight quarters combined. He outlines how agentic workloads are fueling broad-based demand for traditional servers alongside GPUs, as sectors from financial services to pharma move beyond pilots into production at sc…

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  • Dell Technologies Q2 FY27 Earnings Call | $DELL | 🔴 WATCH LIVE

    Dell Technologies Inc (DELL) — Q2 FY27 Earnings Call Live coverage with Benzinga. Q2 FY27 Results EPS: $7.04 (est. $4.88) — inline Revenue: $46.97B (est. $44.67B) — inline Reported: 2026-09-01 Recent Quarters Q1 FY27 (2026-05-28): EPS $4.86 vs est $2.93 · Rev $43.84B vs est $35.71B Q4 FY26 (2026-02-26): EPS $3.89 vs est $3.44 · Rev $33.38B vs est $31.77B Q3 FY26 (2025-11-25): EPS $2.59 vs est $2.39 · Rev $27.00B vs est $27.28B Q2 FY26 (2025-08-28): EPS $2.32 vs est $2.21 · Rev $29.78B vs est $29.24B About Dell Technologies Inc Dell Technologies is a broad information technology vendor, pri…

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  • Dell Technologies Q1 2027 Earnings Call | High-Performance AI Server Order Backlog Swells To $4B

    Dell Technologies Q1 2027 Earnings Conference Call. If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's earnings call or any other c…

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  • Dell CFO Kennedy Sees AI Server Demand Driving Sales Growth

    Dell CFO David Kennedy says the increase in AI server demand is why the company boosted its annual sales forecast. Speaking with Ed Ludlow on "Balance of Power: Evening Edition," Kennedy also comments on Dell's $9.7 billion Pentagon software deal. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Tel…

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  • David Kennedy, Dell Technologies | Dell Technologies World 2026

    In this interview from Dell Technologies World, David Kennedy, chief financial officer of Dell Technologies, joins theCUBE's John Furrier and Dave Vellante to discuss how Dell is translating record AI demand into durable, long-term growth across its full-stack infrastructure portfolio. Kennedy highlights Dell's FY26 performance — $113 billion in revenue and more than 5,000 AI factories now deployed across neoclouds, sovereign entities and enterprises — as a signal that AI infrastructure investment is accelerating, not leveling off. He details $64 billion in AI demand booked last year, with $34…

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  • Dell Technologies Q4 FY26 Earnings Call | $DELL | 🔴 WATCH LIVE

    📢 Dell Technologies Q4 FY26 Earnings Call | $DELL 🔗https://www.benzinga.com/quote/DELL/e... 📜 Need a transcript of the call? Access the Benzinga Earnings Call Transcripts API: 🔗 https://bit.ly/493BUhA 💰 STOP READING ABOUT PROFITS – START MAKING THEM! Get financial research that tells you what to buy, when to buy, and why with Benzinga Edge: 🔗 https://bit.ly/4rORAfZ 💥Try Benzinga Pro FREE with a 14 day trial: https://www.benzinga.com/pro/register 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert anal…

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