Seagate Technology Q2 Earnings Call Highlights

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 ...