Seagate Technology Holdings plc (STX.US) Q2 Fiscal Year 2026 Earnings Conference Call
Live time: Jan 28, 2026 01:30 UTC
Seagate Technology Holdings plc (STX.US) Q2 Fiscal Year 2026 Earnings Conference Call
Live time: 01/28/2026 01:30:00 UTC
希捷科技公司 (STX.US) 2026 财年第二季度业绩电话会
Summary
00:00
Opening Remarks
The meeting includes forward-looking statements reflecting management's current views based on information known today. Actual results may differ materially due to risks and uncertainties associated with our business.
01:19
CEO Dave Mosley Business Overview
CEO Dave Mosley reports Seagate ended 2025 with record quarterly results driven by sequential revenue growth in all end markets. December financials exceeded expected performance, setting new records for total byte shipments, gross margin, operating margin, and non-GAAP EPS.
03:31
CEO Dave Mosley Demand and Future Outlook
Seagate's capacity is allocated through 2026, with 2027 orders beginning soon. Cloud customer demand visibility to 2027 is strengthening, and discussions for 2028 needs have started, highlighting supply assurance importance.
09:59
Gianluca Romano Financial Summary
Seagate achieves strong year-over-year revenue growth, with December setting new profitability metric records. Revenue of $2.83B grew 7% QoQ and 22% YoY, with a non-GAAP gross margin of 42.2%, improving by 20 basis points sequentially.
11:49
Gianluca Romano Data Center Growth
Data center shipments reach 165 exabytes, growing 4% QoQ and 31% YoY. Revenue totaled $2.2B, increasing 5% QoQ and 28% YoY. The transition to higher capacity drives continued growth.
17:33
Gianluca Romano March Guidance
Seagate anticipates March revenue of $2.9B, up 34% YoY, and aims for non-GAAP EPS of $3.4, with a mid-point range of $0.2. The focus remains on growing profitability and cash generation.
19:13
Q&A Segment
Analysts inquire about gross margin frameworks, pricing dynamics, demand sustainability, long-term agreements, and cost reduction linked to HAMR transitions.
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