Western Digital Corporation (WDC) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.14K Followers Follow Western Digital Corporation ( WDC ) Citi's 2026 Global TMT Conference September 9, 2026 8:50 AM EDT Company Participants Kris Sennesael - Executive VP & CFO Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Presentation Asiya Merchant Citigroup Inc., Research Division Good morning, everyone. Asiya Merchant here, day 2 of Citi's Global TMT Conference. Asiya Merchant here again. I lead the tech hardware and tech supply chain research here at Citi. Really delighted to host Kris Sennesael here. He is the CFO of Western Dig. We also have members of Western Dig's IR team here in the audience with us. Before we begin, I'm going to hand it over to Kris to have a few opening remarks. This is a fireside. I'll leave a couple of minutes towards the end for questions. If you do have questions, please do raise your hand so we can bring the mic to you. Over to you, Kris. Kris Sennesael Executive VP & CFO Yes. And thanks, Asiya, for hosting us at this great event. And so today, I will be making some forward-looking statements based on management's current assumptions and expectations, including with respect to our product portfolio, business plans and performance, market trends. These forward-looking statements are subject to risks and uncertainties. So please refer to our Form 10-K and other filings with the SEC for more information on the risks and uncertainties that could cause actual results to differ materially from expectations. We also will be making some references to non-GAAP financials and a reconciliation between GAAP and non-GAAP can be found on the Investor Relations section. Asiya Merchant Citigroup Inc., Research Division Great. All right. Kris Sennesael Executive VP & CFO Back to you, Asiya. Question-and-Answer Session Asiya Merchant Citigroup Inc., Research Division All right. Thank you. Kris, clearly, it's been a great cycle, right, for storage, for HDDs