Seagate Technology Holdings PLC at Goldman Sachs Communacopia + Technology Conference Transcript
Okay. Great. It's time. So we'd like to get started. Good morning, everyone. Welcome back to day 2 of the conference. My name is Toshiya Hari, I cover the Semiconductor and Semi Cap Equipment industry, as well as the Hard Disk Drive industry. Very pleased and very honored to kick day 2 off of the Semiconductor portion with Seagate this morning. We have Dr. Dave Mosley, CEO from the company with us.
Dave, thank you for coming and supporting the conference.
My pleasure.
Questions & Answers
I certainly want to spend most of our time going through longer-term, strategic, technology-related questions, but I do want to kick off with the near-term question. A couple of weeks ago, you guys updated your outlook for the September quarter. I think Gianluca did a great job providing context, but we did want
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