STX
Seagate TechnologyMemory & StorageAI exposure: Partial
High-capacity hard drives for cloud and AI data storage.
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.
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 TradingView03What 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: 2026-07-28 (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- 8-KCurrent report · items 3.02,7.01,8.01,9.012026-09-09documentfolder
- DEF 14AProxy statement2026-09-08documentfolder
- 8-KCurrent report · items 5.022026-09-04documentfolder
- 10-KAnnual report2026-08-04documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-07-28documentfolder
- 8-KCurrent report · items 7.01,8.01,9.012026-06-12documentfolder
- 8-KCurrent report · items 3.02,7.01,8.01,9.012026-05-28documentfolder
- 8-KCurrent report · items 3.02,7.01,8.01,9.012026-05-21documentfolder
- 8-KCurrent report · items 5.02,9.012026-05-06documentfolder
- 10-QQuarterly report2026-04-29documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-04-28documentfolder
- 8-KCurrent report · items 3.02,7.01,8.01,9.012026-02-19documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Chong Kian Fatt EVP Global Operations | Option exercise · acquired | 14,470 | — | 2026-09-16 |
Romano Gianluca EVP & CFO | Option exercise · acquired | 90,380 | — | 2026-09-16 |
Romano Gianluca EVP & CFO | Open-market sale · disposed | 49,984 | $772.16 | 2026-09-16 |
MOSLEY WILLIAM D Director, CEO | Option exercise · acquired | 177,000 | — | 2026-09-16 |
MOSLEY WILLIAM D Director, CEO | Open-market sale · disposed | 97,889 | $772.14 | 2026-09-16 |
Teh Ban Seng EVP & Chief Commercial Officer | Option exercise · acquired | 52,730 | — | 2026-09-16 |
Teh Ban Seng EVP & Chief Commercial Officer | Open-market sale · disposed | 52,730 | $782.08 | 2026-09-16 |
Morris John Christopher EVP & CTO | Option exercise · acquired | 30,130 | — | 2026-09-16 |
Morris John Christopher EVP & CTO | Open-market sale · disposed | 15,466 | $772.15 | 2026-09-16 |
Teh Ban Seng EVP & Chief Commercial Officer | Option exercise · acquired | 989 | — | 2026-09-15 |
Teh Ban Seng EVP & Chief Commercial Officer | Open-market sale · disposed | 989 | $779.00 | 2026-09-15 |
News
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Compare all →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.