It's time to insist on transparency from leadership. This is a difficult time for all companies but much of this uncertainty can be managed by being transparent about what we do know, today.
Reading the latest 10K (http://d18rn0p25nwr6d.cloudfront.net/CIK-0001474432/d71429b8-bfd0-4481-b26a-32deb855c26c.pdf) is concerning and of note:
"The extent and magnitude to which the pandemic will have on our business and operating results cannot be predicted at this time. We are currently supporting increased demands with certain customers arising as a result of the pandemic, but we have also seen lower demand levels in certain international countries that are significantly impacted by the pandemic. The volatility of our business is highly dependent on the severity and duration of the pandemic and its impact on our employees, customers, partners, and contract manufacturers. Also, certain of our customers or partners may be unable to fulfill their payment obligations to us."
I'm most concerned about the debt/equity ratio (https://www.zacks.com/stock/chart/PSTG/fundamental/debt-equity-ratio-quarterly) and the impact this has on the financial health of the business and how this will impact inevitable cost cutting.
Please, give me an optimistic view.