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Analyst
Mark Miller
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q3 (5 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 8 of 8 questions from 3 companies
STXSeagate Technology Holdings4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2025 Q3
are your margins and yields on your HAMR drives at parity with the legacy PMR drives?
Show response
Mosley acknowledged PMR yields are excellent and the focus is now on getting 4TB per platter yields up, still early in that product's lifetime.
Calendar 2025 Q2
Can you give any insight what the GAAP tax rate will be with this global minimum tax?
Show response
Romano confirmed the mid-teens tax rate applies to both GAAP and non-GAAP starting in fiscal 2026.
Calendar 2025 Q1
I’m wondering if you have seen any recent or do you expect any significant changes and data center CapEx by your major hyperscale customers
Show response
Mosley said customer demand remains predictable with visibility extending into calendar 2026. Sourcing is diversified with geocentric options for all components.
Calendar 2024 Q3
Do you believe that PCs with AI chips will drive a major refresh cycle? And if so, when? Second half of next year?
Show response
Asked whether AI PCs drive a major refresh cycle and when; Dave said he has limited visibility but expects the historically slow PC application cycle to change, driven by video and edge creation.
WDCWestern Digital3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
What were your hard drive ASPs in the June quarter
Show response
Ambrish confirmed ASP per unit disclosure discontinued. Kris noted units are provided and implied substantial sequential and YoY revenue-per-drive growth, mostly from mix shift.
Calendar 2025 Q1
can you tell us how many shares you currently hold with ScanDisk? And have your plans changed because of the relatively low price
Show response
Irving confirmed 19.9% SanDisk stake to be disposed over 12 months starting February as part of deleveraging strategy. No change to plans despite low SanDisk price.
Calendar 2024 Q4
are you seeing across the board supply reductions by your NAND competitors and if so, any estimate on how much they're reducing
Show response
David deflected competitor questions, reiterating WDC's own disciplined supply management approach and expectations for balanced-to-undersupplied market.
SNDKSandisk Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
with the strong sequential growth you've seen in data center, do you think you're picking up share there?
Show response
CEO confirmed belief that Sandisk is gaining data center market share and expects this trend to continue throughout fiscal 2026.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| STX Seagate Technology Holdings | 4 | 0%none of 4 questions |
| WDC Western Digital | 3 | 0%none of 3 questions |
| SNDK Sandisk Corporation | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Cloud & AI2
- Supply Chain2
- Margin1
- Innovation & R&D1
- Regulation Policy1
- Pricing1
- Capex Investment1
- Capital Allocation1
- Demand1