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Why Dell

Dell Technologies Investment Thesis

Leading market positions and a unique operating model generate
consistent growth and significant value creation

Our strategy is to leverage our strengths to extend our leadership positions and capture new growth opportunities

Leading end-to-end solutions portfolio, with #1 positions across Client, Peripherals, Server, and Storage

Largest Go-To-Market engine which provides us great insights and the ability to build deep customer relationships

Industry’s leading Supply Chain that runs at global scale, yet nimble and agile to respond to macro and market fluctuations with built in resilience

Unmatched Global Services footprint with team members and service centers supporting customers around the world

Long Term Framework

Adj. FCF reconciliations can be found in Appendix B of our Q1 FY25 Performance Review.

Capital Return

Adj. FCF reconciliations can be found in Appendix B of our Q1 FY25 Performance Review.

Unique Operating Model and Strategy


Dell's Business Units


Statements in this presentation that relate to future results and events are forward-looking statements and are based on Dell Technologies' current expectations. In some cases, you can identify these statements by such forward-looking words as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “confidence,” “may,” “plan,” “potential,” “should,” “will” and “would,” or similar expressions. Actual results and events in future periods may differ materially from those expressed or implied by these forward-looking statements because of a number of risks, uncertainties and other factors, including those discussed in Dell Technologies’ periodic reports filed with the Securities and Exchange Commission. Dell Technologies assumes no obligation to update its forward-looking statements.