Business
Walmart Inc. (WMT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Simeon Gutman
Morgan 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.