Western Digital Corporation (WDC) Presents at Morgan Stanley 2022 Technology, Media & Telecom Conference (Transcript)

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Western Digital Corporation (NASDAQ:WDC) Morgan Stanley 2022 Technology, Media & Telecom Conference March 10, 2022 5:25 PM ET

Company Participants

Wissam Jabre - Executive Vice President & Chief Financial Officer

David Goeckeler - Chief Executive Officer

Conference Call Participants

Joe Moore - Morgan Stanley

Joe Moore

Great, well save the best for last.

David Goeckeler

Thank you.

Joe Moore

Last section of the conference. It’s been really good to see everybody, been good to be back live in front of humans again, for the first time in a couple of years. So I’m Joe Moore. We’re going to very happy to have with us today, CEO and CFO of Western Digital, David Goeckeler and Wissam Jabre. I think Wissam Jabre is going to read Safe Harbor agreement, then we’ll go into Q&A, or maybe not.

Wissam Jabre

Well, I will first read Safe Harbor agreement -- statement. So let me just ask Travis to hand me the --

Joe Moore

Actually I have here.

Wissam Jabre

Sorry.

Joe Moore

It’s okay.

Wissam Jabre

Thank you.

Joe Moore

I need that back.

Wissam Jabre

Of course. Thanks, Joe. Sorry about that. So we will be making forward-looking statements and I asked you to refer to our SEC filings for the risks associated with these statements. We will also be making references to our non-GAAP financials and the reconciliation to our GAAP, and non-GAAP results can be found on our website.

Question-and-Answer Session

Q- Joe Moore

Great, thank you. All right. Okay, so, maybe we could just start out with general questions. We’ve looked at this as a situation where the sum of the parts is kind of inexpensive and I’m not asking you to comment on that. But how do you guys think about it the combination of the NAND and drive business? You’ve obviously recognized the sort of

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