Dell CFO David Kennedy Talks Earnings Call

Dell CFO David Kennedy Talks Earnings Call

From Bloomberg Talks by Bloomberg

May 28, 2026 · 6 min

About this episode

Dell CFO David Kennedy discusses AI server demand and the company's sales forecast with Bloomberg's Ed Ludlow.

Dell CFO David Kennedy talks with Bloomberg's Ed Ludlow on the Evening Edition of Balance of Power to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal. See omnystudio.com/listener for privacy information.

People in this episode

Host: Ed Ludlow

Guest: David Kennedy

Topics covered

  • earnings call
  • AI server demand
  • annual sales forecast
  • software deal
  • business news

Keywords

  • Dell
  • David Kennedy
  • AI
  • earnings call
  • Pentagon deal
  • Bloomberg
  • sales forecast

Mentioned in this episode

Organizations: Dell, Bloomberg, Pentagon

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