Seagate Technology Holdings PLC (NAS:STX)
$ 101.33 1.33 (1.33%) Market Cap: 21.43 Bil Enterprise Value: 25.87 Bil PE Ratio: 26.46 PB Ratio: 0 GF Score: 80/100
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Seagate Technology Holdings PLC at UBS Technology, Media & Telecom Conference Transcript

Nov 29, 2023 / 05:55PM GMT
Release Date Price: $78.48 (+1.99%)
Timothy Michael Arcuri
UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

Good morning. We're going to get started. I'm Tim Arcuri. I'm the semiconductor analyst here at UBS. And very pleased to have Seagate for our next session, and we have Dave Mosley, who is the CEO. And we'll just get started.

William David Mosley
Seagate Technology Holdings plc - CEO & Director

Great.

Questions & Answers

Timothy Michael Arcuri
UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

So Dave, maybe can you just sort of take us through the journey the past year, 18 months? You've gone through a big downturn. You've taken a lot of capacity out of the system. These products have an inherently long lead time. You're now moving to a build-to-order.

And so it begins to argue that the entire shape of the upturn could look a lot different and that as painful as this was that it could ultimately drive a lot of

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