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Seagate Technology Holdings Plc (STX) Presents At Goldman Sachs Communicopia + Technology Conference 2025 (Transcript)
SeagateSeagate(US:STX) Seeking Alphaยท2025-09-08 20:31

Question-and-Answer SessionNow Gianluca, just start off with a very high-level industry question. The industry has done a great job of structurally improving itself over the last 18 months or so in terms of higher utilization, big recovery in terms of pricing and so on. So maybe just give us your high-level view of what are the key elements of what's driven that improvement in the industry situation from a supply demand perspective recently.Gianluca RomanoExecutive VP & CFO Okay. And before we start, let me ...