Seagate Technology Holdings PLC at Goldman Sachs Communications & Technology Conference Transcript

Sep 05, 2023 / 05:10PM GMT
Toshiya Hari - Goldman Sachs Group, Inc., Research Division - MD

Okay, great. We would like to get started. Thank you so much for coming. I'm Toshiya Hari. I cover the semiconductor space at Goldman Sachs. Very excited, very honored to have Gianluca Romano, Executive Vice President and CFO from Seagate with us this morning. I will kick off with questions and I fill the last fireside chat, but I will try to leave room at the end for questions from the audience as well. Gianluca, first of all, thank you so much for coming.

Gianluca Romano - Seagate Technology Holdings plc - Executive VP & CFO

Thank you, Toshiya.

Questions and Answers:

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

I wanted to spend most of our time on longer-term strategic topics, but I did want to kick off with a near-term question. I think you guided September quarter revenue down 3% sequentially after posting June quarter that came in below the midpoint of your guidance. What were some of the puts and takes you considered
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