Seagate Technology Holdings PLC at JPMorgan Global Technology, Media and Communications Conference Transcript
Good morning, everyone. Thank you for being here. I'm Samik Chatterjee, and I cover the hardware and networking companies. As you all get settled, I'll just introduce the next speaker here. So here for the next fireside chat is Dr. Dave Mosley, Chief Executive Officer of Seagate. Dave, thank you for being here. Thank you to the audience as well.
Questions & Answers
Maybe Dave, I'll start you off with a question that's more broader, more longer term. You've been at Seagate for nearly three decades, CEO since 2017. When you look at the storage industry today versus prior cycles, what is structurally different demand profile. I know everyone wants to say this time it's different, but what do you think investors are still under appreciating about this current cycle that we're in?
Thanks, Samik. A couple of things
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