GE Vernova Inc (STU:Y5C)

GE Vernova Inc. at Morgan Stanley Laguna Conference Transcript

Sep 16, 2026 / 02:45PM GMT

Transcript

David Arcaro

Morgan Stanley & Co Ltd - Analyst

All right, perfect. All right, everyone. Good morning. Thank you so much for being here, day two of our Laguna conference. I'm Dave Arcaro. For those that don't know me, I cover the power, utilities, and clean tech stocks for Morgan Stanley. I'm very excited to be joined by Scott Strazik here from GE Vernova. He's the CEO and President.

So thank you, Scott, for joining us.

Scott Strazik

GE Vernova Inc. - President, Chief Executive Officer, Director

David, thank you for having me.

David Arcaro

Morgan Stanley & Co Ltd - Analyst

We'll kick things off just with a brief disclaimer here before we get started. For important disclosures, please see the Morgan Stanley disclosures website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

So great. With that, why don't we jump

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