Mark Miller

Technology

Limited coverage. Only 7 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q3 '25

Focus Areas9 topics

Competitive Dynamics2Supply Chain2Cloud & AI1Margin1Innovation & R&D1Regulation Policy1Pricing1Capex Investment1Capital Allocation1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History7 questions

SNDKSandisk Corporation1 quarter

2025 Q3

with the strong sequential growth you've seen in data center, do you think you're picking up share there?

Competitive DynamicsCloud & AIView in transcript →

STXSeagate Technology Holdings3 quarters

2025 Q3

are your margins and yields on your HAMR drives at parity with the legacy PMR drives?

MarginInnovation & R&DView in transcript →

2025 Q2

Can you give any insight what the GAAP tax rate will be with this global minimum tax?

Regulation PolicyView in transcript →

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

Capex InvestmentSupply ChainView in transcript →

WDCWestern Digital3 quarters

2025 Q2

What were your hard drive ASPs in the June quarter

PricingView in transcript →

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

Capital AllocationView in transcript →

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

Supply ChainCompetitive DynamicsView in transcript →