Seagate Technology Holdings plc (STX) TD Cowen's 53rd Annual Technology, Media & Telecom Conference (Transcript)

Core Insights - The industry is experiencing strong growth, particularly in the nearline segment, with a focus on technology advancements such as HAMR [2][3] - The company has successfully qualified three major customers for its HAMR product and is progressing towards the second generation of this technology [2] - The industry remains consolidated, and the company aims to enhance both revenue and profitability through effective execution of technology transitions [3]