Western Digital Corp at Nasdaq London Investor Conference Transcript

Dec 09, 2025 / 08:30AM GMT

Transcript

Erik Woodring

Morgan Stanley - Analyst

Good morning, everyone. I am -- my name is Erik Woodring. I lead US IT hardware research based out of New York for Morgan Stanley. Delighted to kick off day one here at the NASDAQ conference with Western Digital.

Before we get into things, first, please see the Morgan Stanley research disclosure website at www.morganstanley.com/research disclosures for important disclosures. If you have questions, please reached out to Morgan sales representative.

So I'm pleased to be joined today by Irving Tan, CEO of Western Digital; Kris Sennesael, CFO of Western Digital. Before we start, Kris has a safe harbor statement, and then, we'll get into things.

Kris Sennesael

Western Digital Corp - Executive Vice President, Chief Financial Officer

Yes. Thanks, Erik, for hosting us here. And so before we start, just a couple of remarks today. We will be making some forward-looking statements in our discussions based on management's current

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