Penguin Solutions, Inc. (PENG) Q2 2026 Earnings Call Transcript

SA Transcripts159.18K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Penguin Solutions, Inc. (PENG) Q2 2026 Earnings Call April 1, 2026 4:30 PM EDT Company Participants Suzanne Schmidt - Head of Investor RelationKash Shaikh - CEO, President & DirectorNate Olmstead - Senior VP & CFO Conference Call Participants Katherine Campagna - Goldman Sachs Group, Inc., Research DivisionBrian Chin - Stifel, Nicolaus & Company, Incorporated, Research DivisionMatthew Calitri - Needham & Company, LLC, Research DivisionManmohanpreet Singh - JPMorgan Chase & Co, Research DivisionAnanda Baruah - Loop Capital Markets LLC, Research DivisionKevin Cassidy - Rosenblatt Securities Inc., Research Division Presentation Operator Ladies and gentlemen, thank you for joining us, and welcome to Penguin Solutions Second Quarter Fiscal 2026 Earnings Call. [Operator Instructions] I will now hand the conference over to Suzanne Schmidt, Investor Relations. Suzanne, please go ahead. Suzanne SchmidtHead of Investor Relation Thank you, operator. Good afternoon, and thank you for joining us on today's earnings conference call and webcast to discuss Penguin Solutions Second Quarter fiscal 2026 results. On the call today are Kash Shaikh, Chief Executive Officer; and Nate Olmstead, Chief Financial Officer. You can find the accompanying slide presentation and press release for this call on the Investor Relations section of our website. We encourage you to go to the site throughout the quarter for the most current information on the company. I would also like to remind everyone to read the note on the use of forward-looking statements that is included in the press release and the earnings call presentation. Please note that during this conference call, the company will make projections and forward-looking statements, including, but not limited to, statements about the market demand, technology shifts, industry trends and the company's growth trajectory and financial outlook, business plans and strategy, including investment plans, product development and road map, anticipated sales, orders, revenue and customer growth and diversification and existing and potential strategic agreements and collaborations.