Irving Tan
speaker
50 appearances
1 recordings
1 series
first heard Aug 2026
last heard 6 Aug
Irving Tan’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
Yeah.
Well, first of all, thank you very much for having me back.
If you look at the results that we delivered in Q4 fiscal 26, they were very strong.
We had over 40% revenue growth.
Gross margin was above 54%.
Very strong cash flow generation as well.
If anything, probably the expectations were very high in terms of the increased amount of exabytes that we could supply into the market.
But if you take a step back,
really the fundamentals for ongoing revenue growth, margin expansion, cash flow generation remain very strong.
On the demand side, demand from hyperscalers, neoclouds, physical AI remains very robust and we continue to see over 25% CAGR demand from a demand perspective over the next five years.
Similarly on the supply side, we have a very robust roadmap that we have put in place that will be able to meet this demand.
And so it's pretty much a function of just quarterly transitions that we're going through.
Yeah, so first of all, thank you for highlighting that it's a clear distinction between memory, which is like NAND and DRAM versus storage, right?
Because memory and like compute is being recycled all the time for different workloads.
But the data that's being generated continues to be stored.
It isn't getting deleted.
So the amount of data storage requirements is just compounding over time, which puts a lot of more demand on our products on an ongoing basis.
basis and how we're trying to solve for that is really through technology we're not investing in increasing the number of drive units we are producing we continue to invest in technology to increase the amount of hits and media that we produce because that's the big driver of capacity in a drive so we are currently shipping a 32 terabyte hard drive as our top of the line drive
But starting this quarter, we'll be shipping a 40 terabyte drive.
So that's an ability to drive over 30% capacity to customers without adding any unit capacity.
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