STX

Seagate Technology

Memory & StorageAI exposure: Partial

High-capacity hard drives for cloud and AI data storage.

Next earnings: Seagate Technology has not announced its next earnings date. Its last earnings release was filed with the SEC on October 27, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR

Alerts for STX

01What does it supply?

Products, customers, and where it sits in the AI stack.

What the company does

Makes hard disk drives and storage systems.

Its role in AI

Supplies mass-capacity drives (including its HAMR technology) to hyperscale data centers.

02How much does AI matter to its business?

Partial. One line of business, or an indirect beneficiary.

Why STX is rated partial

Partial. Seagate sells mass-capacity hard drives to hyperscalers and does not report AI revenue. Revenue of $3.6 billion in the quarter ended July 3, 2026 and record fiscal-year free cash flow of $3.1 billion reflect cloud demand generally; AI training data and model outputs are one of the things stored on those drives.

Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.

Reported by the company

Does not report AI revenue separately. Revenue of $3.6 billion ($3,629 million vs. $2,444 million in year-ago quarter); fiscal 2026 revenue $12.2 billion, up 34%Source · Fiscal Q4 2026, quarter ended July 3, 2026
Record $3.1 billion free cash flow generated in fiscal 2026, with record profitabilitySource · Fiscal year 2026, ended July 3, 2026
Fiscal Q1 2027 outlook: revenue of $4.1 billion, plus or minus $100 million; non-GAAP diluted EPS of $7.30, plus or minus $0.20Source · Guidance issued July 28, 2026 for quarter ending early Oct 2026

Estimates

No third-party or editorial estimates are listed for STX. Only company-reported figures are shown at present.

Key financial metrics, by reporting period

Company-reported, via TradingView

03What should visitors watch next?

Earnings, product launches, customer spending, and the risks that matter.

Next earnings

No announced date on file. Check the investor relations page.

Last earnings release: 2026-10-27 (8-K)

Watch list

Fiscal Q1 2027 revenue vs. outlook of $4.1 billion +/- $100 million and non-GAAP EPS $7.30 +/- $0.20 source
Progress of the Mozaic/HAMR ramp that management says addresses strengthening exabyte demand source
Whether cloud data center demand momentum 'continuing in 2027' holds, per CEO commentary source

Growth drivers

'Our performance is being driven by robust cloud data center demand and disciplined execution, and we see the momentum continuing in 2027' source
'As AI accelerates data generation and its value, we see durable long-term demand for mass capacity storage' source
Positioned to address 'strengthening exabyte demand through our Mozaic platform and differentiated HAMR technology roadmap' source

Risks

A limited number of key customers (top customer ~14% of fiscal 2026 revenue) account for a significant portion of revenue, so reduced purchases by large hyperscale operators could materially harm results source
Shortages, delays or cost increases in critical components, including rare-earth sourcing from China and tariff exposure, have affected and may again affect production source
If the transition to HAMR-based HDDs requires longer development, qualification or production cycles than expected, sales and market share could suffer source

The company's own risk factors: 10-K filed 2026-08-04, Item 1A.

Recent developments: SEC filings

Source: SEC EDGAR · refreshed every 15 min

10-QQuarterly report2026-10-29document folder
8-KCurrent report · items 5.072026-10-28document folder
8-KEarnings release · items 2.02,7.01,9.012026-10-27document folder
8-KCurrent report · items 3.02,7.01,8.01,9.012026-09-09document folder
DEF 14AProxy statement2026-09-08document folder
8-KCurrent report · items 5.022026-09-04document folder
10-KAnnual report2026-08-04document folder
8-KEarnings release · items 2.02,7.01,9.012026-07-28document folder
8-KCurrent report · items 7.01,8.01,9.012026-06-12document folder
8-KCurrent report · items 3.02,7.01,8.01,9.012026-05-28document folder
8-KCurrent report · items 3.02,7.01,8.01,9.012026-05-21document folder
8-KCurrent report · items 5.02,9.012026-05-06document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
Tilenius Stephanie Director	Option exercise · acquired	1,580	—	2026-10-26
Tilenius Stephanie Director	Tax withholding · disposed	380	$630.49	2026-10-26
Szlosek Thomas A Director	Option exercise · acquired	1,580	—	2026-10-26
Szlosek Thomas A Director	Tax withholding · disposed	380	$630.49	2026-10-26
Geldmacher Jay L Director	Option exercise · acquired	1,580	—	2026-10-26
Geldmacher Jay L Director	Tax withholding · disposed	380	$630.49	2026-10-26
Conyers Yolanda Lee Director	Option exercise · acquired	1,580	—	2026-10-26
Conyers Yolanda Lee Director	Tax withholding · disposed	380	$630.49	2026-10-26
Haggart Dylan G. Director	Option exercise · acquired	1,580	—	2026-10-26
Haggart Dylan G. Director	Tax withholding · disposed	380	$630.49	2026-10-26
CLEMMER RICHARD L Director	Option exercise · acquired	1,580	—	2026-10-26
CLEMMER RICHARD L Director	Tax withholding · disposed	380	$630.49	2026-10-26

News

STX in plain answers

The questions readers ask about Seagate Technology, answered from the company's own filings and this site's research. Each answer names its source.

What does Seagate Technology (STX) supply to AI?+

Makes hard disk drives and storage systems. Supplies mass-capacity drives (including its HAMR technology) to hyperscale data centers.

How much does AI matter to Seagate Technology's business?+

AI exposure is rated partial on this site: One line of business, or an indirect beneficiary. Reported by the company: Does not report AI revenue separately. Revenue of $3.6 billion ($3,629 million vs. $2,444 million in year-ago quarter); fiscal 2026 revenue $12.2 billion, up 34% Record $3.1 billion free cash flow generated in fiscal 2026, with record profitability

Company filing or release

When is Seagate Technology's next earnings date?+

Seagate Technology has not announced its next earnings date. Its last earnings release was filed with the SEC on October 27, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.

Last earnings release on EDGAR

Are Seagate Technology insiders buying or selling STX stock?+

In the latest Form 4 filings for STX there are 12 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 26, 2026 by CLEMMER RICHARD L. Every transaction links to the filing on SEC EDGAR below.

Most recent Form 4

What should investors watch for STX?+

Fiscal Q1 2027 revenue vs. outlook of $4.1 billion +/- $100 million and non-GAAP EPS $7.30 +/- $0.20 Progress of the Mozaic/HAMR ramp that management says addresses strengthening exabyte demand Whether cloud data center demand momentum 'continuing in 2027' holds, per CEO commentary

Source

What are the main risks for Seagate Technology?+

A limited number of key customers (top customer ~14% of fiscal 2026 revenue) account for a significant portion of revenue, so reduced purchases by large hyperscale operators could materially harm results Shortages, delays or cost increases in critical components, including rare-earth sourcing from China and tariff exposure, have affected and may again affect production If the transition to HAMR-based HDDs requires longer development, qualification or production cycles than expected, sales and market share could suffer

10-K filed 2026-08-04, Item 1A

Which AI category is STX in?+

Seagate Technology is listed under Memory & Storage. High-capacity hard drives for cloud and AI data storage.

Related companies in Memory & Storage

Original sources

Investor relations — earnings dates, releases, presentations
SEC EDGAR company page — every filing (CIK 0001137789)
Latest annual report (10-K) — filed 2026-08-04
TradingView symbol page — full chart and data

Research note — Fiscal year ends around end of June (FY2026 ended July 3, 2026; 53-week year). No fiscal Q1 2027 results date found on investors.seagate.com as of 2026-09-17 (news/events pages are dynamic). The 8-K press release has no mass-capacity revenue or exabyte table, and the 10-K MD&A was truncated in fetch, so no exabyte figure is cited.