STX Seagate (STX) Q4 FY25 earnings call
Seagate concluded fiscal 2025 with robust financial performance, driven by strong demand for mass capacity storage, particularly from cloud and edge AI workloads. The company is successfully executing its HAMR technology roadmap, which is enhancing profitability and cash generation, and plans to resume share repurchases, reflecting confidence in its future outlook.
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STX operating KPIs by quarter
| KPI | Dec 2025 Q2 FY26 | Mar 2026 Q3 FY26 | Jun 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Exabytes shipped | 190To that end, we shipped 190 exabytes in the December quarter, up 26% year-over-year, while keeping overall unit capacity relatively flat.Source: earnings call transcript | 199We shipped 199 exabytes in the quarter, up 39% year-over-year.Source: earnings call transcript | 218In the June quarter, we shipped a total of 218 exabytes, up 34% year-over-year, with data center representing 89% of the total.Source: earnings call transcript | +9.5% |
| Exabytes shipped Data center | 165We shipped 165 exabytes in the data center market, up 4% sequentially and 31% year-on-year.Source: earnings call transcript | 175We shipped 175 exabytes into the data center market, up 6% sequentially and 47% year-on-year.Source: earnings call transcript | 195We shipped 195 exabytes into the data center market, up 11% sequentially and 43% year-over-year, with data center revenue coming in at $2.9 billion, up 17% sequentially and 57% year-over-year.Source: earnings call transcript | +11.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.