Walmart Inc. (WMT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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SA Transcripts158.81K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Walmart Inc. (WMT) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 6:20 PM EST Company Participants Daniel Danker - Executive Vice President of AI Acceleration, Product & Design Conference Call Participants Simeon Gutman - Morgan Stanley, Research Division Presentation Simeon GutmanMorgan Stanley, Research Division Okay. Hello. Thank you. Welcome, everybody. I'm Simeon Gutman, Morgan Stanley's hardline, broadline food retail analyst. My pleasure to welcome Daniel Danker, EVP, AI Acceleration and Product Design from Walmart, most recently with Instacart as Chief Product Officer in Online Grocery. Thank you, Walmart, for being here third year in a row, and it probably took 3 years to be annointed as a tech company. I recently -- one introduction for Daniel before we get into this, I was talking with Doug about 2 months ago as an outgoing conversation. We talked about some of his hardest decisions, and we asked -- I asked him about one of his best decisions. I didn't know Daniel yet, but he mentioned it was hiring Daniel as someone at the enterprise level who can help advance AI. So high expectations, sorry about that. Question-and-Answer Session Simeon GutmanMorgan Stanley, Research Division So starting with your role. It's new for Walmart. What drew you to Bentonville? Daniel DankerExecutive Vice President of AI Acceleration, Product & Design I mean it's pretty unusual to find a company that's as grounded, I think, as Walmart is, that's got really strong values, and it operates at such tremendous scale that it can serve so many customers. But a little bit more unusual to find a company like that, that also recognizes the role of technology the way it does. Doug often would talk about Walmart is people-led and tech powered. And those aren't just words. They matter a lot. And I think especially right now, it gives a lot