Seagate Technology Holdings PLC at Goldman Sachs Communacopia + Technology Conference Transcript

Jan 23, 2024

Sep 13, 2022 / 04:15PM GMT
Toshiya Hari - Goldman Sachs Group, Inc., Research Division - MD

Okay. Great. It's time. So we'd like to get started. Good morning, everyone. Welcome back to day 2 of the conference. My name is Toshiya Hari, I cover the Semiconductor and Semi Cap Equipment industry, as well as the Hard Disk Drive industry. Very pleased and very honored to kick day 2 off of the Semiconductor portion with Seagate this morning. We have Dr. Dave Mosley, CEO from the company with us.

Dave, thank you for coming and supporting the conference.

William David Mosley - Seagate Technology Holdings plc - CEO & Director

My pleasure.

Questions and Answers:

Toshiya Hari - Goldman Sachs Group, Inc., Research Division - MD

I certainly want to spend most of our time going through longer-term, strategic, technology-related questions, but I do want to kick off with the near-term question. A couple of weeks ago, you guys updated your outlook for the September quarter. I think Gianluca did a great job providing context, but we did want

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