Western Digital Corporation (WDC) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 4:10 PM EDT
Company Participants
Kris Sennesael – Executive VP & CFO
Conference Call Participants
Samik Chatterjee – JPMorgan Chase & Co, Research Division
Presentation
Samik Chatterjee
JPMorgan Chase & Co, Research Division
Good afternoon, everyone. Welcome to the next fireside chat here. I’m Samik Chatterjee, and I cover hardware and networking names at JPMorgan. With me, I have the pleasure of hosting Western Digital and from Western Digital have Kris Sennesael, who is the Chief Financial Officer. Kris, I hope I pronounced that right, but please if I didn’t. Let’s talk about the industry first before we get into any Western Digital questions. But do you want to read out the safe harbor first?
Kris Sennesael
Executive VP & CFO
Yes. And Samik, thanks for hosting us here. Great conference so far. But before we go, I have to make some disclosures that today, I will be making some forward-looking statements based on management’s current assumptions and expectations, including to our product portfolio, business plans and performance and market trends.
These forward-looking statements are subject to risks and uncertainties. So please go read the 10-K and other SEC filings that provides more information on risks and uncertainties that could cause actual results to differ materially from expectations.
We might also be talking about some non-GAAP financials and the reconciliation you can find on our Investor Relations website.
Question-and-Answer Session
Samik Chatterjee
JPMorgan Chase & Co, Research Division
Okay. I saw that Ambrish just walked in and saw you reading the safe harbor, so he’s probably happy as well. Let’s start with the demand drivers for the industry. I think genuinely, everyone has been surprised of the demand drivers and how much it has exceeded expectations consistently. Just talk
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