Skip to main content
Seagate10-K: Capacity constraint

Plans significant CapEx increase in FY2027 to ramp up HAMR technology production

What happened

Seagate is preparing for a major production increase of its new HAMR (heat-assisted magnetic recording) hard drives, signaling a need for new equipment, manufacturing processes, and supply chain support. The company has already committed to $465M in equipment purchases, with $375M payable within a year.

Source

SEC EDGARAug 4, 2026

Annual report (Form 10-K)

Seagate 10-K for FY2026

Filing excerpt

For fiscal year 2027, supporting volume ramp of hard drives utilizing HAMR technology, we expect capital expenditures to be higher than fiscal year 2026 and still wit...

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: Capacity constraint

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

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

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$465M (unconditional commitments for equipment purchases)

Details

CIK
1137789
Accession number
0001137789-26-000159
Timeframe
Multi year
Filing year
2026
Why it matters
Scaling solutions needed
Signal category
Operations

Topics and mentions

Technologies

  • HAMR
  • Mozaic
  • photonics

Competitors

  • Western Digital Corporation
  • Toshiba Electronics Devices & Storage Corporation

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Aug 11, 2026
signal_type
sec-10k
signal_subtype
capacityConstraint

Use this data

Get every 10-K signal for Seagate and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Seagate this week?”

  2. Send it to your own tools

    The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

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/ca8a253b-aa32-4a72-8fe3-a468a0d1b242 returns this record as JSON. POST /v1/companies/enrich returns every signal for seagate.com.

{
  "signal_id": "ca8a253b-aa32-4a72-8fe3-a468a0d1b242",
  "signal_type": "sec-10k",
  "signal_subtype": "capacityConstraint",
  "detected_at": "2026-08-11T07:02:55.521+00:00",
  "company": {
    "name": "Seagate",
    "domain": "seagate.com"
  },
  "data": {
    "detail": "Seagate is preparing for a major production increase of its new HAMR (heat-assisted magnetic recording) hard drives, signaling a need for new equipment, manufacturing processes, and supply chain support. The company has already committed to $465M in equipment purchases, with $375M payable within a year.",
    "metrics": {
      "timeframe": "multi_year",
      "dollar_context": "unconditional commitments for equipment purchases",
      "dollar_millions": 465
    },
    "summary": "Plans significant CapEx increase in FY2027 to ramp up HAMR technology production",
    "excerpts": "For fiscal year 2027, supporting volume ramp of hard drives utilizing HAMR technology, we expect capital expenditures to be higher than fiscal year 2026 and still wit...",
    "relevance": 0.9,
    "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 solutions needed",
    "signal_category": "operations",
    "competitors_mentioned": [
      "Western Digital Corporation",
      "Toshiba Electronics Devices & Storage Corporation"
    ],
    "technologies_mentioned": [
      "HAMR",
      "Mozaic",
      "photonics"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.