Seagate Technology Holdings plc (STX.US) Q4 Fiscal Year 2026 Earnings Conference Call
Live time: Jul 28, 2026 21:00 UTC
Seagate Technology Holdings plc (STX.US) Q4 Fiscal Year 2026 Earnings Conference Call
Live time: 07/28/2026 21:00:00 UTC
希捷科技公司 (STX.US) 2026 财年第四季度业绩电话会
Summary
00:51
Opening Remarks by Shaney Hudson
Senior Vice President of Investor Relations Shaney Hudson welcomes participants to the Seagate Technology FY2026 Q4 and annual earnings call, provides details on GAAP and non-GAAP measures and shares forward-looking statement disclaimers.
03:25
CEO Dave Mosley FY2026 Business Overview
CEO Dave Mosley highlights Seagate's FY2026 outstanding performance, surpassing expectations in revenue and non-GAAP EPS. Free cash flow margin reached 31%, totaling $1.1 billion.
04:11
CEO Dave Mosley's HAMR Technology Outlook
Dave Mosley discusses HAMR technology advancements, achieving 40% of Exabyte shipment run rate by FY2026 end, further targeting 50% in FY2027, and outlines profit and efficiency improvements.
13:35
CFO Gianluca Romano Financial Performance Overview
CFO Gianluca Romano details FY2026 results including $3.6 billion Q4 revenue, 48% year-over-year growth, and record non-GAAP gross margins at 52.7%.
23:19
Q&A Round — Analyst Aaron Rakers
CEO and CFO discuss the impact of Mosaic technology transitions on costs and margins, emphasizing strong non-GAAP margin growth guidance for FY2027.
29:23
Q&A Round — Analyst Eric Woodring
Seagate executives explain the balance between supply-demand dynamics and pricing strategies, projecting consistent quarter-over-quarter revenue and margin growth throughout FY2027.
46:03
Q&A Round — Analyst Joseph Cardoso
Seagate leadership clarifies nearline storage allocation visibility extending to 2028-2029, emphasizing technical challenges in transitioning through HAMR generations.
58:42
Closing Remarks by Management Team
Management expresses confidence entering FY2027, aiming for profitable growth driven by technology execution and long-term value creation for stakeholders.
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