希捷科技Seagate Technology（STX）2026财年第一季度财报电话会议纪要「NASDAQ」（英文版）（22页）.pdf

1、 Corrected Transcript 1-877-FACTSET Total Pages:22 Copyright 2001-2025 FactSet CallStreet,LLC 28-Oct-2025 Seagate Technology Holdings Plc(STX)Q1 2026 Earnings Call Seagate Technology Holdings Plc(STX)Q1 2026 Earnings Call Corrected Transcript 28-Oct-2025 1-877-FACTSET 2 Copyright 2001-2025 FactSet C

2、allStreet,LLC CORPORATE PARTICIPANTS Shanye Hudson Senior Vice President-Investor Relations&Treasury,Seagate Technology Holdings Plc William David Mosley Chair,Chief Executive Officer&Director,Seagate Technology Holdings Plc Gianluca Romano Chief Financial Officer&Executive Vice President,Seagate Te

3、chnology Holdings Plc .OTHER PARTICIPANTS Mark C.Newman Analyst,Bernstein Institutional Services LLC Erik W.Woodring Analyst,Morgan Stanley&Co.LLC James Edward Schneider Analyst,Goldman Sachs&Co.LLC Asiya Merchant Analyst,Citigroup Global Markets Canada,Inc.Wamsi Mohan Analyst,BofA Securities,Inc.CJ

4、 Muse Analyst,Cantor Fitzgerald&Co.Krish Sankar Analyst,TD Cowen Amit Daryanani Analyst,Evercore ISI Aaron Rakers Analyst,Wells Fargo Securities LLC Tom OMalley Analyst,Barclays Capital,Inc.Karl Ackerman Analyst,BNP Paribas Securities Corp.Timothy Arcuri Analyst,UBS Securities LLC Steven B.Fox Analy

5、st,Fox Advisors LLC Ananda Baruah Analyst,Loop Capital Markets LLC Tristan Gerra Analyst,Robert W.Baird&Co.,Inc.Mark Miller Analyst,The Benchmark Company,LLC Vijay Raghavan Rakesh Analyst,Mizuho Securities USA LLC Seagate Technology Holdings Plc(STX)Q1 2026 Earnings Call Corrected Transcript 28-Oct-

6、2025 1-877-FACTSET 3 Copyright 2001-2025 FactSet CallStreet,LLC MANAGEMENT DISCUSSION SECTION Operator:Welcome to the Seagate Technology Fiscal First Quarter 2026 Conference Call.Operator Instructions Please note this event is being recorded.I would now like to turn the conference over to Shanye Hud