Penguin Solutions Inc (FRA:88E)
€ 40.11 -0.37 (-0.91%) Market Cap: 2.14 Bil Enterprise Value: 2.38 Bil PE Ratio: 35.23 PB Ratio: 5.80 GF Score: 75/100

Penguin Solutions Inc at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 10, 2026 / 09:25 PM GMT
Release Date Price: €42.94 (-1.31%)


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PENG.OQ - Penguin Solutions Inc
Penguin Solutions Inc at Goldman Sachs Communacopia + Technology Conference
Sep 10, 2026 / 09:25PM GMT

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You okay to go ahead and get started? Yes. Cool.

Well, hello everybody and welcome to the Penguin Solutions Fireside Chat at the Goldman Sachs Communicopia and Technology Conference. I have the privilege of hosting Kash Shaikh, CEO of Penguin Solutions. My name is Kat Murphy and I cover Penguin and IT hardware here at Goldman Sachs. We'll have about 35 minutes for today's discussion inclusive of Q&A towards the end. So maybe to go ahead and get started, September marks seven months since you've joined Penguin as CEO.

Joined at an interesting time as the company transitioned from a holdco into a AI solutions-oriented business.

For the purposes of this audience, can you
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