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Seagate Technology
Seagate Technology (STX) investor relations material
Seagate Technology Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026
Demand trends and industry drivers
AI, especially Video AI, is accelerating data storage demand, with growth arriving faster than expected in recent quarters.
Data growth is not limited to AI; applications like autonomous driving are also contributing.
90% of storage remains on hard disk, and the focus is on increasing capacity per unit rather than unit count.
Customer agreements now provide strong visibility into exabyte volume needs through 2026 and into 2027.
The industry has shifted from transactional to partnership models with major customers, enhancing long-term planning.
Technology and product innovation
Transition to higher-capacity drives, notably the 40TB HAMR (Mozaic 4+), is underway, with major customers now qualified and shipments starting.
Focus remains on increasing areal density per disk for better returns, with future potential to add more disks per drive.
Cost per terabyte is declining significantly as capacity per unit rises, with stable bill of materials.
The ramp of new technology is limited by internal manufacturing cycle times, not external supply constraints.
Target is to reach 70% of nearline exabytes sold with HAMR technology by June 2027.
Financial outlook and capital allocation
Revenue and profitability are expected to increase each quarter of 2026, supported by strong demand and pricing.
Gross and operating margins are already above 40% and 30% respectively, with further improvement anticipated.
OpEx is expected to remain stable, with only minor increases from annual salary adjustments.
CapEx will stay at 4–6% of revenue, focused on technology transition rather than unit expansion.
Free cash flow is being used for both debt reduction and share buybacks, with a goal to return nearly all to shareholders after deleveraging.
How will 40TB HAMR ramp impact margins?
CapEx focus on capacity per unit: why?
Future FCF allocation beyond debt reduction?
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Next Seagate Technology earnings date
Q3 202628 Apr, 2026
Seagate Technology
Next Seagate Technology earnings date
Q3 202628 Apr, 2026
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Frequently asked questions
Hard Drive Experts
Seagate Technology Holdings PLC is an American data storage company that develops and manufactures various types of hardware solutions such as hard drives and similar storage devices. The company is one of the largest players in the Hard Disk Drive (HDD) market and its growth has been fuelled by innovation as well as a number of strategic acquisitions over the years. The company is incorporated in Dublin, Ireland, but has its operational headquarters in Fremont, California. Seagate’s shares are traded on the Nasdaq.
A Pioneer
Seagate Technology was founded in 1979 by Alan Shugart and Finis Conner. Marking a significant development in the data storage industry, Seagate introduced the 5MB ST506, the first 5.25-inch hard disk drive, in 1980. This product played a crucial role in the development of the burgeoning microcomputer market, offering a new form of storage that was more compact and suitable for personal computers.
In its early years, Seagate focused on developing and refining hard disk drive technology, capitalizing on the growing demand for data storage solutions that were both reliable and accessible. The company's innovations in the 1980s, such as the introduction of new encoding techniques, were instrumental in increasing the storage capacity and efficiency of hard drives. These innovations helped establish Seagate as a key player in the data storage industry during its formative years.
Notable Acquisitions
Seagate Technology has strategically expanded through several significant acquisitions. One of its most impactful moves came in 1996 when it acquired Conner Peripherals, a prominent hard disk drive manufacturer. This acquisition notably increased Seagate's manufacturing capacity and market share and allowed the company to further accelerate its growth. Another major acquisition occurred in 2006 when Seagate purchased Maxtor Corporation, further solidifying its position in the global hard drive market. In 2011, Seagate entered the Solid-State Drive (SSD) market by acquiring the SSD assets from Samsung's hard disk drive business, diversifying its product range, and enhancing its technological offerings within SSDs.
Its Products Today
Today, Seagate is one of the dominating forces in the hard drive sector together with Western Digital. Its product lineup primarily includes hard disk drives (HDDs) and solid-state drives (SSDs), catering to both consumer and business markets. Seagate's HDDs are used extensively in desktops, laptops, and servers for bulk data storage. The company’s SSD offerings, incorporating the latest in NAND flash technology, are designed for high-speed data access and efficiency, finding applications in personal computing, gaming, and professional environments. Additionally, Seagate offers hybrid drives that combine HDD and SSD technology, external storage drives for personal data backup, and network-attached storage (NAS) systems suited for home and small business users.
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