STX — Seagate Technology
Seagate Technology: what they do, key numbers, and conditions we are monitoring.
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STX — Seagate Technology
Hard Disk Drives • Monitoring
What They Do
Seagate manufactures hard disk drives for mass storage in data centers, cloud, and enterprise environments. AI data centers need massive cold and warm storage for training datasets, model checkpoints, and inference logs. Seagate is one of two remaining HDD manufacturers globally.
Key Numbers
| Q1 FY2026 Revenue | $2.63B |
| Revenue Growth (YoY) | +21% |
| Gross Margin | 40.1% (record) |
| 2026 HDD Capacity | SOLD OUT |
| Key Technology | HAMR (44TB drives) |
What We’re Watching
- Data center HDD shipment volumes and nearline drive pricing
- HAMR technology ramp and capacity advantage vs Western Digital
- Cloud customer demand trajectory
Sources: Seagate 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (STX)
Last Updated: April 16, 2026
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