Conference Call Participants
Mark Newman – Sanford C. Bernstein & Co., LLC., Research Division
Erik Woodring – Morgan Stanley, Research Division
James Schneider – Goldman Sachs Group, Inc., Research Division
Asiya Merchant – Citigroup Inc., Research Division
Wamsi Mohan – BofA Securities, Research Division
Christopher Muse – Cantor Fitzgerald & Co., Research Division
Sreekrishnan Sankarnarayanan – TD Cowen, Research Division
Amit Daryanani – Evercore ISI Institutional Equities, Research Division
Aaron Rakers – Wells Fargo Securities, LLC, Research Division
Thomas O’Malley – Barclays Bank PLC, Research Division
Karl Ackerman – BNP Paribas Exane, Research Division
Timothy Arcuri – UBS Investment Bank, Research Division
Steven Fox – Fox Advisors LLC
Ananda Baruah – Loop Capital Markets LLC, Research Division
Tristan Gerra – Robert W. Baird & Co. Incorporated, Research Division
Mark Miller – The Benchmark Company, LLC, Research Division
Vijay Rakesh – Mizuho Securities USA LLC, Research Division
Presentation
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 Hudson, Senior Vice President, Investor Relations. Please go ahead.
Shanye Hudson
Senior Vice President of Investor Relations & Treasury
Thank you. Hello, everyone, and welcome to today’s call. Joining me are Dave Mosley, Seagate’s Chair and Chief Executive Officer; and Gianluca Romano, our Chief Financial Officer. We’ve posted our earnings press release and detailed supplemental information for our September quarter results on the Investors section of our website.
During today’s call, we will refer to GAAP and non-GAAP measures. Non-GAAP figures are reconciled to GAAP figures in the earnings press release posted on our website and included in












