Dell outlines long-term plan, reaffirms fiscal 2026 Q3

Rhea-AI Filing Summary

Dell Technologies Inc. plans to host a public presentation for securities analysts and investors on October 7, 2025, where management expects to discuss its long-term financial framework, including expectations for increased financial targets and shareholder returns. The event will be available via live webcast, with a replay hosted for one year on the company’s investor relations website.

Dell also issued a press release on October 7, 2025 summarizing the presentation and reaffirming its guidance for fiscal 2026 Q3. Both the management presentation and the press release are furnished as exhibits, and the company specifies that this information is furnished rather than filed under the Exchange Act, limiting its treatment under certain liability provisions.

8-K Event Classification

Item 7.01 — Regulation FD Disclosure

1 item

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Dell Technologies (DELL) disclose in its October 7, 2025 8-K?

Dell Technologies reported that management would make a public presentation on October 7, 2025 discussing its long-term financial framework and expectations for higher financial targets and shareholder returns, and that it furnished the related materials as exhibits.

What is the purpose of Dell Technologies’ October 7, 2025 presentation?

The presentation is intended for securities analysts and the public, where Dell Technologies’ management expects to discuss its long-term financial framework, including expectations for certain increased targets for financial results and shareholder returns.

How can investors access Dell Technologies’ October 7, 2025 webcast?

The October 7, 2025 presentation is available to the public as a live webcast, and a replay will be accessible for one year on Dell Technologies’ website at investors.delltechnologies.com.

What guidance did Dell Technologies (DELL) reaffirm in this report?

Dell Technologies stated that it issued a press release on October 7, 2025 summarizing the presentation and reaffirming its guidance for fiscal 2026 Q3.

Which exhibits are included with this Dell Technologies 8-K?

Dell Technologies furnished a management presentation dated October 7, 2025 as Exhibit 99.1, a press release dated October 7, 2025 as Exhibit 99.2, and a cover page Inline XBRL data file as Exhibit 104.

Is the information in Dell Technologies’ presentation and press release considered filed with the SEC?

The company states that the information in Item 7.01 and in Exhibits 99.1 and 99.2 is being furnished to the SEC and shall not be deemed filed for purposes of Section 18 of the Exchange Act or incorporated by reference into other filings unless specifically identified as such.

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Accepted by SEC EDGAR 10/07/2025 - 08:41 AM EDT Learn about SEC filing dates

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 7, 2025

Dell Technologies Inc.

(Exact name of registrant as specified in its charter)

Delaware		001-37867		80-0890963
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

One Dell Way
Round Rock, Texas		78682
(Address of principal executive offices)		(Zip Code)

Registrant’s telephone number, including area code: (800) 289-3355

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Class C Common Stock, par value $0.01 per share		DELL		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

Dell Technologies Inc. (the “Company”) will make a presentation to securities analysts and members of the public at 8:30 a.m. Central Time / 9:30 a.m. Eastern Time on October 7, 2025. During the presentation, the Company’s management expects to discuss, among other matters, its long-term financial framework, including expectations for certain increased targets for financial results and shareholder returns. A copy of the presentation is furnished herewith as Exhibit 99.1 to this current report.

The presentation on October 7, 2025 will be made available to the public as a live webcast and a replay will be available for one year on the Company’s website at investors.delltechnologies.com.

The Company also issued a press release on October 7, 2025 summarizing the presentation and reaffirmed its guidance for fiscal 2026 Q3. A copy of the press release is furnished herewith as Exhibit 99.2 to this current report.

In accordance with General Instruction B.2 to Form 8-K, the information contained in this Item 7.01 and in Exhibit 99.1 and Exhibit 99.2 to this current report is being “furnished” to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under such section. Further, such information shall not be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, unless specifically identified as being incorporated therein by reference.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

The following documents are herewith filed or furnished as exhibits to this report:

Exhibit Number		Description
99.1		Management Presentation dated October 7, 2025.
99.2		Press Release dated October 7, 2025.
104		Cover Page Interactive Data File — the cover page XBRL tags are embedded within the Inline XBRL document.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: October 7, 2025				Dell Technologies Inc.
				By:		/s/ Christopher A. Garcia
						Christopher A. Garcia
						Senior Vice President and Assistant Secretary
						(Duly Authorized Officer)