F E B R U A R Y 2 6 , 2 0 2 6 Q4 FY26 Performance Review 1 Copyright © Dell Inc. All Rights Reserved. Disclosures NON-GAAP FINANCIAL MEASURES This presentation includes information about non-GAAP revenue, non-GAAP gross margin, non-GAAP operating expense, non-GAAP operating income, non- GAAP interest and other, net, non-GAAP income tax, non-GAAP net income, non- GAAP net income attributable to Dell Technologies Inc., non-GAAP earnings per share - basic and non-GAAP earnings per share - diluted, as well as a ...

Investor Presentation – Q4 & FY 2025 February 26, 2026 Forward Looking Statements This presentation contains forward-looking statements within the meaning of applicable U.S. securities laws, including statements regarding our 2026 financial guidance and our general goals and expectations regarding our operational or financial performance in the future. Forward-looking statements may be identified by words such as "seek", "believe", "plan", "estimate", "anticipate", "expect", "intend", "continue", "outlook", ...

Payroll & HR Solutions Investor Presentation February 2026 : ASUR 1 Safe Harbor Statement (Under the Private Securities Litigation Reform Act of 1995) Forward-Looking Statements This presentation contains certain statements made by management that may constitute "forward-looking" statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements about our financial results may include expected or projected U.S GAAP and o ...

F4Q25 INVESTOR PRESENTATION Technology that dares to delight INVESTMENT HIGHLIGHTS Pure play in the digital and cognitive space Global presence, leveraging next-gen software and the right talent and skills Organized into Studios, delivering domain expertise in emerging technologies and industries Strong set of Accelerators that leverage AI and other technologies to reinvent key aspects of organizations Proven ability to acquire and integrate complementary, bolt-on acquisitions Experienced and founder-led ma ...

Copper is undergoing a profound structural shift. After years of cyclical trading, it’s broken out, driven by an irrefutable reality: the world simply doesn't have enough of it to meet future demand.For investors, the narrative is shifting from a standard cyclical play to a potential long-term macro investment, based on supply demand dynamics.This backdrop creates a compelling opportunity for ASX-listed miners, particularly those capable of bringing new, long-term supply online in tier-one jurisdictions lik ...

Dell Technologies, Inc. (NYSE:DELL) shares surged in Thursday's extended trading after the company released its fourth-quarter earnings report, beating estimates across the board. Here's a look at the details from the report   DELL stock is moving. Watch the price action here.The Details: Dell reported quarterly earnings of $3.89 per share, which beat the consensus estimate of $3.53 by more than 10%.Quarterly revenue clocked in at $33.38 billion, which beat the Street estimate of $31.73 billion and was up f ...

Group 1: NVIDIA Earnings and Market Reaction - NVIDIA's stock is down 5%, marking a significant shift in sentiment despite a strong earnings report that showed a 73% increase in revenue for the quarter [2][44]. - The company provided a fiscal first-quarter sales forecast of $78 billion, which does not include any contributions from data center revenues from China [2][12]. - Concerns from investors center around the sustainability of AI spending and the need for new growth narratives from NVIDIA's leadership [4][10]. Group 2: Growth and Market Position - NVIDIA's growth is being driven by a diversification of its customer base, with 50% of demand coming from hyperscalers, indicating a broadening adoption of AI technologies [10][11]. - The company has visibility extending well into 2027, with expectations of at least 30% growth by that year [12][62]. - Networking business is gaining market share, which is a positive sign as it suggests AI momentum is spreading beyond hyperscalers to smaller enterprises [8][9]. Group 3: Competitive Landscape and Future Outlook - The competitive landscape in AI is intense, with major players like Google and OpenAI vying for leadership, which may impact NVIDIA's future growth [15][16]. - Jensen Huang, NVIDIA's CEO, expressed confidence in cash flow growth, emphasizing the need for compute capacity to drive revenues [13][14]. - The market is currently skeptical about the cyclical nature of AI spending, which could affect NVIDIA's performance moving forward [42][81]. Group 4: Snowflake Earnings and Market Position - Snowflake reported a forecast of $1.26 billion in product revenue for the current quarter, reflecting a 27% year-over-year growth [18]. - The company has successfully launched several new products and services, contributing to a top-line revenue of $2.2 billion, growing over 30% [68]. - Snowflake's technology platform is positioned as a key enabler for future growth, allowing for lower costs and enhanced product offerings [68][72]. Group 5: Warner Bros. and Paramount Earnings - Warner Bros. reported a 6% decline in revenue, while Paramount's revenue increased by 11%, indicating differing performance in the media sector [30][34]. - Paramount is focusing on subscriber growth for its streaming service, aiming for 150 million subscribers by the end of the year [31]. - The ongoing bidding war for Warner Bros. is overshadowing its financial results, with implications for its future market position [33][39].

Core Insights - Nvidia's business is experiencing significant growth, yet its stock performance is lagging behind, raising concerns about the sustainability of AI infrastructure spending and overall market sentiment towards tech stocks [1][2] Group 1: Financial Performance - Nvidia reported fourth-quarter earnings that exceeded estimates, with revenue growth expected to accelerate in the current quarter [1] - Analysts have raised their earnings estimates for Nvidia, with UBS increasing projections for the next two fiscal years and Bank of America for the next three [1] - Despite strong earnings, Nvidia's stock fell over 5% following the report, erasing year-to-date gains and dropping more than 10% from its October all-time high [1] Group 2: Market Valuation - Nvidia's price/earnings-to-growth (PEG) ratio is approximately 0.5, the lowest among major tech stocks, indicating it may be undervalued compared to peers [1] - The stock's low valuation is attributed to concerns about potential over-earnings and increased competition, leading to investor caution regarding future growth [1] - Morgan Stanley noted that Nvidia's high market capitalization and limited operating margin leverage contribute to its low multiple, suggesting that growth becomes more challenging as the company expands [1] Group 3: Market Sentiment - There is a growing uncertainty among investors about the sustainability of Nvidia's growth, despite evidence of increasing AI use across various sectors [1] - Some analysts believe that the pessimism surrounding Nvidia's stock may not be entirely rational, as they expect earnings growth to accelerate in the second half of the year [1] - The disconnect between Nvidia's earnings and stock price reflects broader market anxieties about tech stocks, particularly in the context of AI investments [1]

Core Viewpoint - Tevogen Bio Holdings Inc. has signed a non-exclusive, non-binding Letter of Intent to evaluate a potential acquisition of Sciometrix Inc., which would lead to Tevogen holding a majority voting interest in Sciometrix if completed [1][2]. Group 1: Potential Transaction - The transaction aims to enhance Tevogen's capabilities and transition it into a revenue-generating healthcare enterprise by integrating Sciometrix's digital care management platform, Clinicus, and remote patient monitoring technologies with Tevogen.AI [2][11]. - Sciometrix has achieved significant milestones, becoming one of the top 25 digital healthcare companies in the USA, and aims to break into the top 10 with the integration of Tevogen.AI [2]. - The proposed transaction is subject to due diligence, negotiation, execution of definitive documentation, required approvals, and customary closing conditions [2]. Group 2: Company Background - Tevogen is a healthcare enterprise focused on affordability, efficiency, and scientific rigor, leveraging AI and precision T cell therapy platforms to develop advanced therapies across multiple areas [4]. - Tevogen Bio has completed a proof-of-concept clinical trial for its T cell therapy, with a pipeline that includes virology, oncology, and neurology [5]. - Tevogen.AI aims to transform drug development by improving target detection and clinical trial design through predictive technologies [6]. Group 3: Future Initiatives - Tevogen is exploring additional strategic initiatives in life sciences, including domestic generics, biosimilars, medical devices, and innovative insurance solutions [3][7].

Core Points - CoreWeave reported a 110% year-over-year revenue growth in the fourth quarter, exceeding Wall Street expectations with revenue of $1.57 billion compared to the expected $1.55 billion [1][5] - The company has 850 megawatts of active power capacity and a contracted power capacity of 3.1 gigawatts, surpassing analyst projections of 827 megawatts [2] - CoreWeave's revenue backlog increased to $66.8 billion from $55.6 billion at the end of the third quarter, indicating strong future revenue potential [2] - Capital expenditures for 2026 were reported at $10.31 billion, which is below the consensus estimate of $12.90 billion [2] - As of December 31, CoreWeave had $21.37 billion in debt [2] - The company has seen a 36% increase in stock price in 2026, contrasting with a nearly 22% decline in the iShares Expanded Tech-Software Sector ETF during the same period [3] - CoreWeave announced a partnership with model builder Poolside and launched an object storage service to enhance its competitive position against larger players like Amazon Web Services [4] - The company increased its credit facility from $1.5 billion to $2.5 billion, providing additional financial flexibility [4]