Use of Non-GAAP Financial Information. Supplemental Financial Information Fiscal Q (quarter ended September 28, 2012)

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2 Use of Non-GAAP Financial Information

3 Summary of non-gaap Adjustments Fiscal Q ($ millions, except per share amounts) For the Three Months Ended September 28, 2012 September 30, 2011 GAAP net income $ 582 $ 140 Non-GAAP adjustments: Cost of revenue A 20 Product development B 4 Marketing and administrative B 4 (6) Amortization of intangibles C 19 Other expense, net D (35) 12 Non-GAAP net income $ 594 $ 146 Diluted net income per share: GAAP $ 1.42 $ 0.32 Non-GAAP $ 1.45 $ 0.34 Shares used in diluted net income per share calculation See slide 4 for explanations of adjustments A-D

4 Summary of non-gaap Adjustments Fiscal Q ($ millions, except per share amounts) A For the three months ended September 28, 2012, Cost of revenue on a GAAP basis totaled $2,671 million, while non-gaap Cost of revenue was $2,651 million. The non-gaap adjustments include amortization expense of other intangible assets, and other acquisition related expenses related to our December 2011 acquisition of Samsung Electronics Co., Ltd s hard disk drive business ("Samsung HDD business") and the August 2012 acquisition of LaCie S.A ( LaCie ). B For the three months ended September 28, 2012, Product development and Marketing and administrative expenses have been adjusted on a non-gaap basis to exclude the net impact of acquisition and integration costs associated with our acquisitions of Samsung's HDD business, and LaCie. For the three months ended September 30, 2011, non-gaap adjustments to Product development and Marketing and administrative expenses reflect the net impact from the reversal of previously accrued litigation costs and a gain on the sale of a building, offset by costs associated with the previously announced transaction with Samsung and an adjustment to the expected exit costs related to certain sub-leased facilities. C For the three months ended September 28, 2012, Amortization of intangibles related to the acquisitions of Samsung's HDD business and LaCie have been excluded on a non-gaap basis. D For the three months ended September 28, 2012, Other expense, net on a GAAP basis was $24 million, while non-gaap Other expense, net, was $59 million. The non-gaap adjustment includes a gain recognized upon sales of certain strategic investments. For the three months ended September 30, 2011, non-gaap adjustments to Other expense, net reflect a loss related to the early retirement of the principal amount of our 10% secured notes and a write-down of an equity investment.

5 Gross Margin as a Percent of Revenue Fiscal Q (September Quarter) $ Millions FQ1 13 % GAAP Reported $1, % Non-GAAP Adjustments Amortization of acquisition related other intangibles Acquisition & integration related expenses $17 $3 Non-GAAP Reported $1, %

6 Product Development and Marketing & Administrative Fiscal Q (September Quarter) $ Millions Product Development Marketing & Admin Total GAAP Reported $268 $150 $418 Non-GAAP Adjustments Acquisition & integration related expenses ($8) Non-GAAP Reported $410

7 Cash from Operations and Free Cash Flow Fiscal Q (September Quarter) $ Millions FQ1'13 Net Cash Provided by Operating Activities $1,132 Less: Acquisition of Property, Equipment and Leasehold Improvements ($263) Free Cash Flow $869 Source: Consolidated Statements of Cash Flows (unaudited) for the period ended September 28, 2012

8 Long-term Debt Maturity Profile (as of September 28, 2012) Facility Rate Due Carrying Value $M Senior Secured Notes 10.0% May-14 $315 Senior Notes 6.8% Oct-16 $599 Senior Notes 7.75% Dec-18 $750 Senior Notes 6.875% May-20 $600 Senior Notes 7.0% Nov-21 $600

9 Financial Highlights 8 Quarter Trend ($ Millions) Q2FY11 Q3FY11 Q4FY11 Q1FY12 Q2FY12 Q3FY12 Q4FY12 Q1FY13 Customer Mix ($) OEM 68% 67% 72% 67% 72% 73% 74% 66% Distribution 21% 23% 20% 23% 20% 21% 19% 24% Retail 11% 10% 8% 10% 8% 6% 7% 10% Geographic Mix ($) North America 29% 29% 27% 28% 26% 26% 26% 25% Europe 21% 21% 18% 21% 19% 19% 18% 17% Asia Pacific 50% 50% 55% 51% 55% 55% 56% 58% Inventory Composition Raw Materials $266 $281 $286 $268 $408 $366 $265 $216 WIP $159 $176 $201 $167 $162 $273 $245 $198 Finished Goods $383 $377 $385 $390 $257 $202 $398 $431 Units Shipped by Market (Millions) Enterprise Storage Client Compute Client Non-Compute Cash Flow Related Items Capital Additions $202 $125 $158 $218 $143 $136 $139 $263 Depreciation & Amortization $190 $188 $187 $182 $191 $224 $217 $212 Inventory Turns Days Sales Outstanding World Wide Employees 52,835 52,201 52,726 52,864 53,010 57,145 57,879 55,676