▲ 希捷 HAMR 机械硬盘 希捷高管在财报后的电话会议上表示，该企业本日历年的近线机械硬盘产能已售罄，预计未来数月开始接受 2027H1 的订单；希捷上一季度的近线机械硬盘 平均容量增长了 22%。 希捷新一代 HAMR 平台 Mozaic 4 本季度晚些时候开始放量，有望在未来数月完成多家云服务提供商的认证程序。希捷预计对机械硬盘的强劲需求将持续相 当长的一段时间。 IT之家 1 月 28 日消息，Seagate 希捷宣布其在截至 2026 日历年 1 月 2 日的 2026 财年第 2 财季实现了 28.25 亿美元（IT之家注：现汇率约合 196.8 亿元人民 币）的营业收入，同比增长 21.5%、环比增长 7.5%。 这家机械硬盘巨头在 12 月季度的 GAAP 毛利率为 41.6%、Non-GAAP 毛利率为 42.2%；GAAP 营业利润率为 29.8%、Non-GAAP 营业利润率为 31.9%。 回归财务数据，希捷对 FY2026Q3 的展望是 29 亿美元营收。 ...

智通财经APP获悉，与闪迪、西部数据共同位列美国三大存储产品领军势力的希捷科技(STX.US)周二美股收盘后公布季度业绩 以及未来展望，数据显示出全球科技企业对于高性能近线HDD与企业级数据中心SSD近乎"无止境"炸裂式需求推动之下，这家 存储巨头季度业绩与业绩展望指引均全线超出华尔街分析师预期。希捷的这份全线超预期式强劲增长业绩，可谓全面强化三大 存储芯片原厂——三星、SK海力士与美光科技，以及西部数据和闪迪等存储产品巨头们强势领衔的所谓"存储超级周期"繁荣增 长叙事。 市场最为聚焦的业绩展望方面，希捷科技管理层给出的2026财年第三财季的营收和利润均显著高于华尔街分析师一致预期，全 面凸显出随着企业加速扩大人工智能应用规模带来AI算力需求指数级扩张，其企业级HDD与SSD高性能数据存储设备需求持续 强劲。 包括Meta、微软以及谷歌在内的全球最大规模科技巨头们正愈发激进向AI数据中心以及密切相关联的AI基础设施投资领域数万 亿美元规模，用于训练和高效率运行超大参数大语言模型(LMM)。这种AI算力需求持续井喷式扩张所带来的堪称无止境存储需 求激增，正在史无前例地惠及西部数据、希捷以及闪迪等传统存储型硬件供 ...

Wall Street saw renewed momentum on the day, as the S&P 500 pushed to fresh highs. Even so, major U.S. indices closed mixed, with the Dow Jones Industrial Average slipping 0.8% to 49,003.41, while the S&P 500 added 0.41% to 6,978.60 and the Nasdaq climbed 0.9% to 23,817.09.These are the top stocks that gained the attention of retail traders and investors through the day:Seagate Technology Holdings Plc. (NASDAQ:STX)Seagate’s stock climbed 3.76% to close at $371.76, reaching an intraday high of $383.88 and a ...

How do you play the memory boom without chasing these data storage stocks. The four big players in the space, Micron, Western Digital, Seagate just reported, and Sandis, each more than tripled last year, and they keep running in 2026. Just since the beginning of the year, SanDisk has more than double.The other three are up anywhere from 35 to 50%. I don't want to chase those. I don't chase the storage memory place because even though there's a severe shortage of this stuff thanks to the data center buildout ...

Mosley and CFO Gianluca Romano repeatedly pointed to HAMR as a key enabler of Seagate’s capacity roadmap and profitability. Mosley said Seagate ended calendar 2025 shipping 3 terabytes per disk Mozaic-based HAMR products to its first cloud service provider (CSP) customer, and that quarterly HAMR shipments exceeded 1.5 million units by year-end and “have continued to ramp.”Mosley said Seagate’s nearline capacity is “fully allocated through calendar year 2026,” and the company expects to begin accepting order ...

The Nasdaq led US stock futures higher on Wednesday as AI trade fervor spread ahead of the Federal Reserve’s latest policy decision and earnings from megacap techs. Contracts on the tech-heavy Nasdaq 100 (NQ=F) climbed about 0.9%, while those on the Dow Jones Industrial Average (YM=F) hovered below the flat line. S&P 500 futures (ES=F) moved up 0.3% on the heels of an all-time closing high. Techs are set to buoy markets again as a surprise record surge in orders for ASML's (ASML) chipmaking machines sto ...

Financial Data and Key Metrics Changes - Seagate reported December quarter revenue of $2.83 billion, representing a 7% sequential increase and a 22% year-over-year increase [15] - Non-GAAP gross margin improved to 42.2%, up 210 basis points sequentially, while non-GAAP operating margin expanded by 290 basis points to 31.9% [15][19] - Non-GAAP EPS was $3.11, reflecting a 19% increase quarter-over-quarter [15][20] Business Line Data and Key Metrics Changes - The data center market accounted for 87% of shipment volume, with 165 exabytes shipped, up 4% sequentially and 31% year-over-year [16] - Average cloud nearline drive capacities increased to nearly 26 terabytes in the December quarter, with a strong demand for higher capacity drives [17] - The edge IoT market contributed $601 million, supported by seasonal improvements in consumer products [17] Market Data and Key Metrics Changes - Demand for high-capacity nearline drives in global cloud data centers continued to grow, with nearline capacity fully allocated through calendar year 2026 [7] - The average nearline drive capacity rose by 22% year-over-year, approaching 23 TB per drive [8] - Video applications are driving significant demand, with platforms like YouTube seeing 20 million video uploads daily, up from 2 million three years ago [8] Company Strategy and Development Direction - Seagate's HAMR technology roadmap is positioned to meet growing demand and improve total cost of ownership (TCO) for customers [12][14] - The company aims to maintain supply discipline while satisfying exabyte growth through advancements in areal density without increasing unit production volume [7] - Seagate is focused on expanding profitability through a higher capacity product mix, supported by strong demand from AI applications [13][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand environment, particularly from global cloud customers, and expects data center demand to offset typical seasonality [22][23] - The company anticipates revenue for the March quarter to be in the range of $2.9 billion ±$100 million, representing a 34% year-over-year improvement [23] - Management highlighted the importance of maintaining pricing discipline and the potential for flat to slightly increased pricing in the future [28][71] Other Important Information - Seagate generated over $600 million in free cash flow, the highest level in eight years, and retired $500 million in gross debt [15][21] - The company expects to continue improving profitability and cash generation throughout calendar 2026 [24] - Seagate's net leverage ratio improved to 1.1 times, with expectations for further reduction as profitability increases [22] Q&A Session Summary Question: Can you provide more detail on gross margins going forward? - Management indicated that pricing will be dictated by demand, with potential for flat to slightly up pricing as capacity increases [28] Question: How do you see the pricing dynamics evolving? - Management noted that demand remains strong, and discussions with customers are focused on future planning [35] Question: What is the expected growth rate for exabyte shipments in 2026? - Management did not provide specific guidance for 2026 but indicated a mid-20% growth expectation for nearline exabytes [60] Question: How is the transition to HAMR technology progressing? - The transition is on track, with six out of eight major cloud service providers qualified for HAMR products [48] Question: What portion of your LTAs has fixed pricing agreements? - Management confirmed that for 2026, volume and pricing are well defined, but pricing for 2027 has not yet been fixed [96]

Financial Data and Key Metrics Changes - Seagate reported December quarter revenue of $2.83 billion, up 7% sequentially and 22% year-over-year, setting new records for profitability metrics [15][24] - Non-GAAP gross margin increased to 42.2%, up 210 basis points sequentially, while non-GAAP operating margin expanded by 290 basis points to 31.9% [15][19] - Non-GAAP EPS was $3.11, reflecting a 19% increase quarter-over-quarter [15][20] Business Line Data and Key Metrics Changes - The data center market accounted for 87% of shipment volume, with 165 exabytes shipped, up 4% sequentially and 31% year-over-year [16] - Average cloud nearline drive capacities rose to nearly 26 TB in the December quarter, indicating a shift towards higher capacity drives [17] - The edge IoT market contributed $601 million, supported by seasonal improvements in consumer products [17] Market Data and Key Metrics Changes - Demand for high-capacity nearline drives in global cloud data centers continued to grow, with nearline capacity fully allocated through calendar year 2026 [7][16] - Video applications are driving significant demand, with platforms like YouTube seeing 20 million video uploads daily, up from 2 million three years ago [8] - The strategic value of data is increasing, particularly with the rise of AI applications that require large volumes of historic data [9] Company Strategy and Development Direction - Seagate's HAMR technology roadmap is positioned to meet growing demand and improve total cost of ownership (TCO) for customers [12][14] - The company aims to maintain supply discipline while satisfying exabyte growth through advancements in areal density without increasing unit production volume [7][12] - Seagate is focused on expanding profitability through a higher capacity product mix, supported by strong demand from AI applications [13][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand environment, particularly from global cloud customers, and expects data center demand to offset typical seasonality [22][23] - The company anticipates continued sequential improvement in revenue and profitability throughout calendar 2026 [24] - Management highlighted the importance of maintaining predictable supply and pricing strategies as they transition to higher capacity products [28][70] Other Important Information - Seagate generated over $600 million in free cash flow, the highest level in eight years, and retired $500 million in gross debt [15][21] - The company expects capital expenditures for fiscal year 2026 to remain within the target range of 4%-6% of revenue [21][102] - Cash and cash equivalents totaled just over $1 billion, with ample liquidity of $2.3 billion [21] Q&A Session Summary Question: Can you provide more detail on gross margins going forward? - Management indicated that pricing will be dictated by demand, with potential for flat to slightly up pricing as capacity increases [28][29] Question: How do you see the pricing dynamics evolving? - Management noted that strong demand is leading to better discussions with customers about future pricing, with expectations for flat to slightly up pricing [34][70] Question: What is the expected growth rate for exabyte shipments in 2026? - Management did not provide specific guidance for 2026 but indicated a mid-20% growth rate for nearline exabytes based on historical performance [58] Question: How is the transition to HAMR technology progressing? - Management reported successful qualification of major cloud service providers and expects to ramp up production of 4 TB per disk drives [47][91] Question: What portion of your LTAs has fixed pricing agreements? - Management confirmed that pricing and volume for 2026 are well defined, with ongoing discussions for 2027 [96][97]

Financial Data and Key Metrics Changes - Seagate reported December quarter revenue of $2.83 billion, representing a 7% sequential increase and a 22% year-over-year increase [14] - Non-GAAP gross margin improved to 42.2%, up 210 basis points sequentially, while non-GAAP operating margin expanded by 290 basis points to 31.9% [14][17] - Non-GAAP EPS was $3.11, reflecting a 19% increase quarter-over-quarter [14] Business Line Data and Key Metrics Changes - The data center market accounted for 87% of shipment volume, with 165 exabytes shipped, up 4% sequentially and 31% year-over-year [15] - Average cloud nearline drive capacities increased to nearly 26 terabytes in the December quarter, indicating a shift towards higher capacity drives [16] - The edge IoT market contributed $601 million, supported by seasonal improvements in consumer products [16] Market Data and Key Metrics Changes - Demand for high-capacity nearline drives in global cloud data centers continued to grow, with sustained demand trends expected to persist [6][7] - Video applications are driving significant demand for hard drives, with platforms like YouTube seeing a surge in uploads [8] - The strategic value of data is increasing, particularly with the rise of AI applications that require large volumes of historic data [9] Company Strategy and Development Direction - Seagate's HAMR technology is positioned as a long-term enabler of mass capacity storage, with expectations to deliver 10 TB per disk early in the next decade [5][12] - The company aims to maintain supply discipline while meeting demand growth through advancements in areal density without increasing unit production volume [7] - Seagate is focused on expanding profitability through a higher capacity product mix, supported by strong demand from AI applications [12][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand environment, particularly among global cloud customers, and expects data center demand to offset typical seasonal declines [20][21] - The company anticipates revenue for the March quarter to be in the range of $2.9 billion ±$100 million, representing a 34% year-over-year improvement [21] - Management highlighted the importance of maintaining pricing discipline and the potential for flat to slightly increasing pricing in the future [26][71] Other Important Information - Seagate generated over $600 million in free cash flow, the highest level in eight years, and retired $500 million in gross debt [14][20] - The company expects capital expenditures for fiscal year 2026 to remain within the target range of 4%-6% of revenue [19][102] - Cash and cash equivalents totaled just over $1 billion, with ample liquidity of $2.3 billion [20] Q&A Session Summary Question: Can you provide more detail on gross margins going forward? - Management indicated that pricing will be dictated by demand, with potential for flat to slightly up pricing as capacity increases [26] Question: Can you help bridge the drivers between mix and price? - Management noted that demand remains strong, and discussions with customers are focused on future planning [32] Question: What is the expected exabyte growth for this calendar year? - Management did not provide specific guidance for calendar 2026 but indicated a mid-20% exabyte growth CAGR is expected [58] Question: How is the transition to HAMR technology progressing? - The transition is on track, with six out of eight top cloud service providers qualified for HAMR technology [46] Question: What portion of your LTAs has fixed pricing agreements? - Management confirmed that volume and pricing for 2026 are well defined, with discussions for 2027 beginning soon [95]

Seagate Technology forecast third-quarter revenue and profit above Wall Street expectations on Tuesday, benefiting from strong demand for its data storage devices as enterprises scale up their use of ... ...