Dell Technologies CFO: We Have a Global Supply Chain With Flexibility

The transcript discusses Dell's global supply chain flexibility, addressing rumors about moving production out of China, and the impact of tariffs on pricing and products. It highlights Dell's communication with governments about trade frameworks and the sentiment towards American products in China. The company is navigating market softness, particularly in the server market, while focusing on growth and profitability. Corporate IT spending is slowing, but investments in cloud and data analytics continue to grow.

What is the current status of Dell's manufacturing facilities globally?

How has Dell managed to mitigate the impact of tariffs on their products?

What are the main products affected by the tariffs according to the discussion?

What is Dell's perspective on the trade framework and its importance?

How has the sentiment towards American products changed in China according to the speaker?

What strategies is Dell employing to navigate the softness in the server market?

What opportunities does Dell see in the current corporate IT spending environment?