Seagate Technology Holdings PLC (MEX:STX N)
MXN 14,785.81 -252.19 (-1.68%) Market Cap: 3.31 Tn Enterprise Value: 3.35 Tn PE Ratio: 62.13 PB Ratio: 90.33 GF Score: 70/100

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

Sep 10, 2026 / 05:10PM GMT
Release Date Price: MXN14785.81 (-1.68%)
James Schneider
Goldman Sachs International - Analyst

Okay. Good morning, everybody. Welcome to the Goldman Sachs Communacopia Technology Conference. My name is Jim Schneider. I'm the semiconductor analyst here at Goldman Sachs. It's my pleasure to welcome Seagate Technology and CFO, Gianluca Romano, to be here with us today.

Thanks, Gianluca, for being here.

Gianluca Romano
Seagate Technology Holdings PLC - Chief Financial Officer, Executive Vice President

Thank you very much.

Questions & Answers

James Schneider
Goldman Sachs International - Analyst

Maybe start off at the highest level. Help us understand where do you think we are in the buildout of mass storage for AI infrastructure. And where do you see the biggest opportunities specifically for Seagate over the next, say, 12 to 18 months?

Gianluca Romano
Seagate Technology Holdings PLC - Chief Financial Officer, Executive Vice President

Yeah. Before we start, let me inform everyone that I will

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