Strategic Intelligence Report
Generated July 29, 2026
Semiconductors
Seagate Technology
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Fremont, California, USA
Website
Employees
30,000 (FY2025 10-K)
Founded
1978
Listing
STX · NASDAQ
Market Cap
—
Revenue (TTM)
$11.01B
Price
USD816.99 (+1.81%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A major data storage company and Western Digital's primary global competitor in hard disk drives, positioned to benefit from the same AI-driven data storage growth reshaping the broader memory and storage sector. Seagate reported March-2026-quarter revenue of approximately $3.1 billion (44% year-over-year growth) with datacenter revenue up 28% to $2.2 billion, and fiscal Q3 2026 adjusted EPS of $4.10 versus $3.51 consensus — its fourth consecutive quarterly earnings beat — as its second-generation HAMR platform 'Mozaic 4' began shipping in late March.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- AI Data Centers: Seagate supplies high-capacity hard drives used for bulk storage in hyperscale and AI data centers.
Competition / Other
- Western Digital: Seagate Technology is Western Digital's primary global competitor in hard disk drive storage.
Strategic Risks
- Faces long-term competitive pressure from solid-state storage in some use cases
Future Outlook
- Positioned to benefit from AI-driven enterprise and cloud storage capacity growth
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Aug 2025) — Seagate Technology Holdings plc FY2025 Annual Report (Form 10-K), filed with the SEC
- Seagate Technology investor relations / 8-K (Apr 2026) — Seagate raises long-term growth target to 20% as HAMR drives data center revenue surge
- Yahoo Finance (May 2026) — Seagate posts fourth straight earnings beat as gross margin nearly doubles to 47% on AI storage demand
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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