Seagate Technology Holdings plc (NASDAQ:STX) UBS Global TMT Virtual Conference Call December 6, 2021 3:00 PM ET
Company Participants
Dave Mosley - Chief Executive Officer
Conference Call Participants
Timothy Arcuri - UBS
Timothy Arcuri
I am Tim Arcuri. I am the semiconductor analyst here at UBS, and for this next session, we're very happy to have Seagate, and having to have Dave Mosley, who's the CEO of Seagate. So, Dave, I don't know if you have any Safe Harbor that you want to put up or if you want to just go right into questions.
Dave Mosley
Yeah. I think Tim, we'll just start with questions to keep everybody in mind that we'll be making forward-looking statements and all of the relevant documentations out on our website at www.seagate.com.
Question-and-Answer Session
Q - Timothy Arcuri
Perfect. Thank you, Dave. So, first, I just wanted to talk about the transition between 16 and 18 T for HDD, you did a great job on 16 T and you sort of help serve certainly 18 T, you're shipping about the same in terms of exabytes as your peer, but your December quarter guidance is much better maybe due in part to your China exposure. So, I guess the question is, can you talk about your competitive position and maybe how you see yourself more broadly positioned with the cloud customers in particular?
Dave Mosley
Sure. Yeah. We started our journey on 16 T, gosh, it seems like three years ago now, really pivoting towards that platform, which we call the command platform, allowed us to extend to 18 terabytes and 20 terabytes and beyond, without having to change tooling every time, a lot of commonality between our fundamental critical competence, heads and media. It's served us really well. And it's what has done the most for us is allowed us to have long-term discussions with
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