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Seagate(STX) - 2025 Q4 - Earnings Call Transcript
2025-07-29 22:02
Seagate (STX) Q4 2025 Earnings Call July 29, 2025 05:00 PM ET Company ParticipantsDave Mosley - CEO & DirectorGianluca Romano - Executive VP & CFOErik Woodring - MD - Equity ResearchAsiya Merchant - Technology Equity ResearchThomas O'Malley - Director - Equity ResearchAmit Daryanani - Senior MD - Equity ResearchCJ Muse - Senior Managing DirectorEddy Orabi - Vice PresidentTimothy Arcuri - Managing DirectorSteven Fox - Founder & CEOVijay Rakesh - Managing DirectorConference Call ParticipantsJames Schneider - ...
Seagate(STX) - 2025 Q4 - Earnings Call Transcript
2025-07-29 22:00
Seagate (STX) Q4 2025 Earnings Call July 29, 2025 05:00 PM ET Speaker0Global teams, partners, and customers for your contributions to a strong fiscal year and to Seagate's ongoing success. Let me now turn the call over to Gianluca.Speaker1Thank you, Dave. We capped fiscal twenty twenty five delivering strong double digit top and bottom line growth and achieving record gross margin levels. June revenue came in at $2,440,000,000 up 13% sequentially and up 30% year over year. We expanded non GAAP gross margin ...
X @aixbt
aixbt· 2025-07-29 21:36
samsung pay + coinbase just connected 150m users to instant crypto settlement• grab adding usdt for 112m users• base pay launching usdc checkout• total stablecoin mcap +22% ytd to $268bcrypto going mainstream through payment rails, not trading ...
Seagate(STX) - 2025 Q4 - Earnings Call Presentation
2025-07-29 21:00
Financial Performance - Q4FY25 revenue reached $2.44 billion, a 30% increase year-over-year[6] - Non-GAAP gross margin for Q4FY25 was 37.9%, up approximately 700 bps year-over-year[6, 7] - Non-GAAP operating margin for Q4FY25 increased to 26.2%, up approximately 890 bps year-over-year[6, 7] - Non-GAAP diluted earnings per share (EPS) for Q4FY25 expanded to $2.59[6, 7] - Free cash flow for Q4FY25 nearly doubled quarter-over-quarter to $425 million[7] - FY25 revenue increased 39% year-over-year, with gross profit nearly doubling and operating profit more than tripling[7] Market and Technology - Hard drive revenue reached $2.3 billion, up 14% quarter-over-quarter[12] - Mass capacity revenue topped $2.0 billion, up 40% year-over-year[12] - Nearline shipments were 137 exabytes, up 52% year-over-year[12] - Average capacity per drive increased 3% quarter-over-quarter to 13 TB[6, 17] Guidance - Q1FY26 revenue is projected to be $2.50 billion ± $150 million[20] - Q1FY26 non-GAAP operating margin is expected to be in the mid-to-high twenties percentage of revenue[20] - Q1FY26 non-GAAP diluted earnings per share is guided at $2.30 ± $0.20[20]
CTO Realty Growth Reports Second Quarter 2025 Operating Results
Globenewswire· 2025-07-29 20:05
– Signed 190,000 square feet of comparable leases at 22% growth in cash rent spread –– Reaffirmed 2025 Outlook – WINTER PARK, Fla., July 29, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), an owner and operator of retail-based properties located primarily in higher-growth markets, today announced its operating and financial results for the quarter ended June 30, 2025. Second Quarter 2025 Highlights Net Loss attributable to common stockholders of $(0.77) per diluted sha ...
X @Coinbase 🛡️
Coinbase 🛡️· 2025-07-29 19:41
$5? In this economy?Yes.Coinbase One Basic gives you access to zero trading fees, boosted rewards, and exclusive perks, all for just $4.99/month. https://t.co/f4xoNORBrm ...
X @BSCN
BSCN· 2025-07-29 19:15
COMMENT: The new feature allows eligible users in North America to buy crypto directly from their Coinbase app using Samsung Pay, without having to leave the app or manually input payment details.BSCN (@BSCNews):COINBASE INTEGRATES SAMSUNGPAY FOR CRYPTO PURCHASES AND FUNDING- @Coinbase has announced that it will begin rolling out Samsung Pay as a new payment and deposit method within its app, in a move designed to simplify access to digital assets.- The integration, which starts this https://t.co/itPVa3cYo5 ...
How Should You Play Coinbase Stock Ahead of Q2 Earnings?
ZACKS· 2025-07-29 18:26
Key Takeaways COIN's Q2 earnings may beat estimates, supported by higher volatility and Deribit acquisition gains.Trading volume is estimated at 235M, while transaction revenues are expected to rise 23% year over year.COIN's subscription and services revenues are guided between $600M and $680M amid stablecoin income growth.Coinbase Global (COIN) is set to report second-quarter 2025 results on July 31, after market close. This company beat estimates in three of the last four reported quarters and matched in ...
StoneCo vs. Upstart: Which Fintech Stock Has More Upside This Year?
ZACKS· 2025-07-29 17:11
Key Takeaways STNE is refocusing on MSMB financial services and divesting key software assets like Linx for R$3.41 billion.UPST automated 92% of Q1 loans and saw 42% sequential growth in auto originations.STNE trades at 1.39X forward P/S vs. UPST's 6.64X, with STNE seen as more attractively valued.As the global fintech market accelerates toward a projected $1.12 trillion by 2032, per the Fortune Business Insights report, investors are eyeing disruptors that can scale profitably while navigating evolving reg ...
Earnings Preview: Paylocity (PCTY) Q4 Earnings Expected to Decline
ZACKS· 2025-07-29 15:10
Paylocity (PCTY) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 5. On th ...