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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Seagate Technology
Seagate Technology (STX) investor relations material
Seagate Technology Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum summary25 Feb, 2026
Market dynamics and demand trends
Nearline exabyte CAGR is expected to be in the mid-20s over the next 3–5 years, with demand consistently above supply and all production sold out through at least 2026.
Pricing per terabyte is projected to remain flat to slightly up, supported by long-term contracts and stable, incremental price increases.
The gap between NAND and HDD pricing has widened, but overlap in demand is limited to low-capacity and consumer segments, with data center demand largely unaffected.
AI and video applications, especially in China and the U.S., are accelerating demand, creating a larger short-term gap between supply and demand.
Customers prioritize drive capacity and total exabytes over underlying technology, focusing on TCO and maximizing storage per unit.
Pricing strategy and profitability
Pricing strategy remains consistent, with modest increases on contract renewals and incentives for adopting higher-capacity drives.
Profitability has improved for 11 consecutive quarters, driven by stable pricing and cost reductions from higher-capacity product mix.
Cost per terabyte is declining, especially with the ramp of HAMR technology, supporting further gross margin expansion.
Free cash flow is increasingly returned to shareholders, with debt reduction prioritized in recent quarters.
Technology roadmap and supply
HAMR technology is progressing, with yields improving each quarter; Mozaic 3+ is in volume, and Mozaic 4+ is qualifying with major cloud customers, ramping in the second half of the year.
Cost benefits from HAMR become significant with the second generation, enabling further cost declines and profitability gains.
SMR adoption is rising among public cloud customers, with no significant price difference between SMR and CMR for customers.
No plans to add unit capacity; focus remains on increasing exabytes per unit rather than expanding factory output.
Assess opportunity for more aggressive HDD pricing
Mozaic 4's impact on cost per terabyte and yields
Neoclouds' future HDD purchasing strategy for AI
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Next Seagate Technology earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 2026
Seagate Technology
Next Seagate Technology earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 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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