Dell CFO to Outline Strategy at Morgan Stanley Tech Conference
Event summary
- David Kennedy, Dell Technologies' CFO, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026.
- The event is scheduled for 2:35 p.m. PT / 5:35 p.m. ET in San Francisco, CA.
- A live webcast and replay will be available on Dell Technologies’ Investor Relations page.
The big picture
Dell Technologies’ CFO appearance at Morgan Stanley’s tech conference comes amid heightened scrutiny of enterprise IT spending and AI infrastructure investments. The session will offer insights into how Dell balances hardware innovation with financial discipline in a sector facing margin compression. Investors will be watching for signals on capital allocation, particularly in R&D and M&A.
What we're watching
- Strategic Messaging
- How Dell Technologies will position its AI-era transformation narrative amid competitive pressures.
- Financial Guidance
- Whether Kennedy provides updated revenue or margin targets in light of recent market shifts.
- Investor Sentiment
- The reaction to Dell’s strategic priorities following the presentation, particularly from institutional investors.
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