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Seagate (STX) investor relations material
Seagate Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025
Industry trends and structural improvements
Shift to build-to-order model increased predictability, visibility, and profitability over the past nine quarters.
Pricing strategy involves consistent increases for legacy products and incentives for customers to adopt higher-capacity drives.
Industry utilization is high, with exabyte growth driven by higher-capacity drives rather than increased unit production.
Cloud segment demand remains strong, with customers optimizing total cost of ownership by moving to next-generation products.
Build-to-order model provides three to four quarters of demand visibility, reducing end-of-quarter pricing and volume negotiations.
Technology and product innovation
HAMR technology is being rapidly qualified by major cloud customers, with four out of the top seven now onboard.
Transition from 30TB to 40TB HAMR drives brings significant cost savings and margin improvements.
Cost per terabyte for HAMR is already better than previous technology at 30TB, with a clear advantage at 40TB and above.
The cost gap between hard disk and NAND storage is expected to widen as HAMR adoption increases.
Product cadence will normalize to 18–24 months between major capacity increases after the current 30TB/40TB overlap.
Financial performance and outlook
Gross margin has more than doubled, with revenue and profitability expected to rise each quarter through at least the next two quarters.
OpEx has been reduced by consolidating R&D teams and focusing solely on HAMR development.
Targeting OpEx at about 10% of revenue, with continued efficiency improvements expected.
Debt reduced from over $6B to a target range of $4B–$5B, with no near-term maturities.
Free cash flow is strong, expected to align closely with net income, and sufficient to support dividends.
BTO model's long-term downside protection?
HAMR's cost/bit advantage vs. NAND over time?
VIA segment's shift to simplified cloud?
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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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