Seagate Technology Holdings PLC at TD Cowen Technology, Media & Telecom Conference Transcript
All right. Good morning, everyone. I'm Krish Sankar from TD Cowen. I'm the analyst covering Seagate where we are fortune to have Gianluca, the CFO. Also Shanye from the IR team here.
Seagate, obviously, as you know, one of the leaders in hard drives. Gianluca, thank you very much for your time. And while I'm on it, I'll also tell every investor on this like please do vote for TD Cowen and Extel and Semis.
Questions & Answers
So with that, let's start. I think -- look, I think what is kind of interesting is that I think there seems to have been some confusion last week. There are some folks assume that there's capacity addition. But I think can you just clarify what's going on? Because I think what has been pretty like consistent with what you have spoken in the past is mid-20% exabyte growth.
probably not real unit capacity addition does anything change is still that the narrative today.
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