Seagate Technology Holdings PLC at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 03, 2026 / 06:45PM GMT

Release Date Price: €310.55 (-5.25%)

Transcript

Erik Woodring

Morgan Stanley - Analyst

Again, welcome to day 2 of the flagship TMT Conference. My name is Eric Woodring, lead the hardware coverage here at Morgan Stanley. I am delighted to be joined today by Gianluca Romano, CFO of Seagate Technology. Before we get into things, let me just remind everyone to please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

Gianluca, thank you for joining us today.

Gianluca Romano

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

Thank you, Eric. Now before we start, I will be making forward-looking statements today, and you can learn more about the risk associated with those statements on our website.

Questions & Answers

Erik Woodring

Morgan Stanley - Analyst

Good. So let's start on the demand

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