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Seagate10-K: Market expansion

Data Center revenue grows to 80% of total, driven by AI and cloud demand.

What happened

Seagate's revenue from the Data Center market increased from 75% to 80% of its total business in FY2026.

Source

SEC EDGARAug 4, 2026

Annual report (Form 10-K)

Seagate 10-K for FY2026

Filing excerpt

Growth was led by data center end markets in which we experienced sustained demand for our high capacity nearline drives across global cloud customers, as well as increasing sales for enterprise edge deployments.

sec.gov/Archives/edgar/data/1137789/000113778926000159/stx-20260703.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market expansion

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
07/03
Filed
Aug 4, 2026

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The full record

From the Signal API record

Numbers

Percent
80% (Data Center revenue as a percentage of total revenue in FY2026)

Details

CIK
1137789
Accession number
0001137789-26-000159
Timeframe
Current year
Filing year
2026
Why it matters
Scaling infrastructure needed

Topics and mentions

Technologies

  • AI
  • cloud

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Aug 11, 2026
signal_type
sec-10k
signal_subtype
marketExpansion

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/3a7e7dd0-f7d7-4030-8705-6e7c58a98e99 returns this record as JSON. POST /v1/companies/enrich returns every signal for seagate.com.

{
  "signal_id": "3a7e7dd0-f7d7-4030-8705-6e7c58a98e99",
  "signal_type": "sec-10k",
  "signal_subtype": "marketExpansion",
  "detected_at": "2026-08-11T07:02:54.079+00:00",
  "company": {
    "name": "Seagate",
    "domain": "seagate.com"
  },
  "data": {
    "detail": "Seagate's revenue from the Data Center market increased from 75% to 80% of its total business in FY2026. This strategic shift is fueled by sustained demand from global cloud customers and enterprise investments in infrastructure for AI applications, creating a clear opportunity for vendors supporting hyperscale and AI-related workloads.",
    "metrics": {
      "pct": 0.8,
      "timeframe": "current_year",
      "pct_context": "Data Center revenue as a percentage of total revenue in FY2026"
    },
    "summary": "Data Center revenue grows to 80% of total, driven by AI and cloud demand.",
    "excerpts": "Growth was led by data center end markets in which we experienced sustained demand for our high capacity nearline drives across global cloud customers, as well as increasing sales for enterprise edge deployments.",
    "relevance": 0.8,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1137789/000113778926000159/stx-20260703.htm",
    "filing_date": "2026-08-04",
    "filing_year": 2026,
    "fiscal_year_end": "07/03",
    "sales_relevance": "Scaling infrastructure needed",
    "signal_category": "market",
    "technologies_mentioned": [
      "AI",
      "cloud"
    ]
  }
}

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