Western Digital Corp Q4 2020 Earnings Call Summary

The following is excerpted from the question-and-answer section of the transcript.

Question: Mitchell Toshiro Steves - RBC Capital Markets, Research Division - Analyst : I just wanted to follow up a bit on the gross margin side. So when you talk about COVID-19 issue kind of being a little bit better than you guys saw or better than last quarter, how do we think about the bigger drivers of your gross margins going back to 30%? Is there really going to be a NAND improvement on pricing? Or is it going to be a lot of supply chain issues? I'm trying to get an understanding of what's really moving the margins so dramatically on a quarterly basis.

Question: Mitchell Toshiro Steves - RBC Capital Markets, Research Division - Analyst : Got it. And then just one other small one, just on the smartphone cycle. I mean it's been very clear that some of the bigger products got pushed out, right, so their time -- that they're going to ramp up more in Q4 into the Q3. Can you maybe give us an understanding of how that impacts you? And how you guys think about the push-out as it relates to the flash business?