WDC earnings call transcript

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Of course, the COVID-19 pandemic continues to create a very dynamic environment for us to manage, but our teams are performing well.

But I believe the questions I wanted to address about the second half strength in data center and also near line have been posed, so I don't need to pose those again.With that, I'll now turn the call over to Steve.Okay. This is Bob. But when we aggregate it, the demand remains quite strong through the first half of the calendar year.Okay, great. Maybe I’ll start with just asking about it. How does that play in your capital planning process?Thanks, Mike, and good afternoon, everyone. Again, we’re going to stick to talking about things for next quarter. Good afternoon, and thanks for taking my question. All elements of this architecture are continually upgraded, new cloud APIs, new and more powerful edge and endpoint capabilities and emerging 5G networks. But it sounds like as you participate more in mobile the headwinds will diminish sort of in coming quarters before we get the inflection in a few quarters. Now that's not being specific as that calendar Q3 or calendar Q4 want to see exactly how the market evolves. So all positive trends from the customers' perspective and getting to that new 18 terabyte CMR in 20 terabyte SMR capacity earlier is a big value.Let me, because I get kind of this one I feel strongly about. Maybe my follow-up question is, you lowered your gross cash capex to $1.7 billion from I think last quarter, you said $2 billion to $2.5 billion. As we enter the March quarter, flash pricing continues to improve. Please go ahead.That makes sense. And this has been a pattern for the past two years. And that becomes kind of this virtuous cycle that happens. If you look at our gross margin improvement quarter-on-quarter, which is pretty significant in terms of 25.9 to 28.5 to 29.5 in terms of the range, almost all of that is driven by improving flash environment. As our cash generation continues to improve, our first priority will be to reinvest in the business to maximize long-term shareholder value.

I think I’ll get back in queue, thanks.Why don’t you take the inventory question?Yes. So I think it will take a little bit of time to work through that, but I think we're going to be a good place.Flash, gross margins are clearly not where we want them to be. Is there more tailwinds coming from this mix -- change in mix, and what are the areas that have better margins or worst margin than the average for the business?So we don't see it rolling over yet.We’ll have to start banning gross margin questions. I’m impressed by how well the Western Digital team has come together and navigated through this challenging quarter.

Can you repeat what the K1 charges are in the June quarter? So our comments were we thought, by the end of the year the industry inventories would be substantially improved and we stand by that.Yeah, I know last one. For our shareholders, our employees and the customers that rely on our best-in-class service and products.

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