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    Jacob Wilhelm • Wells Fargo

    Jacob Wilhelm's questions to Seagate Technology Holdings PLC (STX) leadership

    Jacob Wilhelm's questions to Seagate Technology Holdings PLC (STX) leadership • Q3 2025

    Question

    On behalf of Aaron Rakers, Jacob Wilhelm asked about the materiality of AI inference storage for the long-term addressable market, any changes in hyperscaler purchasing patterns, and current capital allocation priorities.

    Answer

    CEO Dave Mosley noted it is still early days for AI's full impact, but emerging video applications and the build-out of data infrastructure to support AI are exciting growth drivers. CFO Gianluca Romano reiterated that capital allocation priorities are unchanged: first, reduce debt to target levels, then resume share buybacks, all while maintaining the dividend.

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    Jacob Wilhelm's questions to Nutanix Inc (NTNX) leadership

    Jacob Wilhelm's questions to Nutanix Inc (NTNX) leadership • Q2 2025

    Question

    Jacob Wilhelm, on behalf of Wells Fargo, requested an update on the momentum for Nutanix's 'GPT-in-a-Box' solution and enterprise GenAI adoption, and asked for details on the allocation of increased Sales & Marketing and R&D investments planned for the second half of the year.

    Answer

    CEO Rajiv Ramaswami highlighted that more efficient AI models are broadening GenAI adoption and positioned the Nutanix AI (NAI) platform for real-world inferencing use cases. CFO Rukmini Sivaraman detailed that investments will target frontline sales, marketing awareness, and R&D for the core platform, modern applications, AI, and third-party storage support like PowerFlex.

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