Western Digital Corporation (WDC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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SA Transcripts158.78K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Western Digital Corporation (WDC) Morgan Stanley Technology, Media & Telecom Conference 2026 March 3, 2026 10:45 AM EST Company Participants Kris Sennesael - Executive VP & CFOTiang Yew Tan - CEO & Director Conference Call Participants Erik Woodring - Morgan Stanley, Research Division Presentation Erik WoodringMorgan Stanley, Research Division So we're going to get started guys. Welcome to day 2 of the flagship TMT conference here. My name is Erik Woodring. I lead the U.S. IT hardware coverage here. I am pleased to be joined by Western Digital today. Irving Tan, CEO; Kris Sennesael, CFO. Before we get into introductions and whatnot, quickly, before we begin, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures for important disclosures. If you have any questions, please reach out to your sales representative. And then, Kris, I'll let you do the safe harbor agreement and then... Kris SennesaelExecutive VP & CFO Yes. Thanks, Erik, for having us. And just housekeeping, today, we will be making forward-looking statements based on management's current assumptions and expectations, including with respect to our product portfolio, business plans and performance. These forward-looking statements are subject to risks and uncertainties, and 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 will also be making references to non-GAAP financials and a reconciliation to GAAP and non-GAAP results can be found on our Investor Relations section on our website. Question-and-Answer Session Erik WoodringMorgan Stanley, Research Division Perfect. Thank you, Kris. So, Irving, first time together at the TMT Conference, same with you, Kris, but obviously, mainstays for everyone here. I would love if you guys could maybe, Irving, just start with maybe importantly, in an all-encompassing look back on the first year at the helm, post-split with SanDisk. I