Seagate Technology Holdings plc (STX) Q4 2026 Earnings Call Transcript

SA Transcripts 161.28K Followers Follow Seagate Technology Holdings plc ( STX ) Q4 2026 Earnings Call July 28, 2026 5:00 PM EDT Company Participants Shanye Hudson - Senior Vice President of Investor Relations & Treasury William Mosley - CEO & Chairman Gianluca Romano - Executive VP & CFO Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research Division Benjamin Reitzes - Melius Research LLC Erik Woodring - Morgan Stanley, Research Division Asiya Merchant - Citigroup Inc., Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division Thomas O'Malley - Barclays Bank PLC, Research Division Mark Newman - Bernstein Institutional Services LLC, Research Division Wamsi Mohan - BofA Securities, Research Division Joseph Cardoso - JPMorgan Chase & Co, Research Division Karl Ackerman - BNP Paribas, Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division Steven Fox - Fox Advisors LLC Vijay Rakesh - Mizuho Securities USA LLC, Research Division Ananda Baruah - Loop Capital Markets LLC, Research Division Presentation Operator Welcome to the Seagate Technology Fiscal Fourth Quarter and Fiscal Year 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 Q4 and fiscal 2026 year-end results on the Investors section of our website. During today's call, we'll 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 also included on our Form 8-K. We've not reconciled certain non-GAAP outlook measures because material items that may impact these measures are out of our control and/or