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Seagate10-K: Supplier concentration

Seagate flags supply chain risk due to reliance on a limited number of suppliers for critical materials.

What happened

The company's manufacturing depends on components and raw materials, including rare earth elements, from a limited supplier base, exposing them to supply constraints and price volatility. This creates a need for supply chain visibility, risk mitigation platforms, and alternative sourcing solutions.

Source

SEC EDGARAug 4, 2026

Annual report (Form 10-K)

Seagate 10-K for FY2026

Filing excerpt

Certain components and raw materials are available from a limited number of suppliers, and we may enter into long-term supply arrangements to support product availability and manufacturing continuity.

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: Supplier concentration

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

Details

CIK
1137789
Accession number
0001137789-26-000159
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Competitors

  • Western Digital Corporation
  • Toshiba Electronics Devices & Storage Corporation

Regions named

  • China
  • Malaysia
  • Northern Ireland
  • Singapore
  • Thailand
  • United States

Extraction

Confidence
High
Relevance
75%
Sentiment
Neutral
Detected
Aug 11, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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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/4c9010fd-3200-486d-b2ec-7fa8d7c6d1c4 returns this record as JSON. POST /v1/companies/enrich returns every signal for seagate.com.

{
  "signal_id": "4c9010fd-3200-486d-b2ec-7fa8d7c6d1c4",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-08-11T07:02:57.798+00:00",
  "company": {
    "name": "Seagate",
    "domain": "seagate.com"
  },
  "data": {
    "detail": "The company's manufacturing depends on components and raw materials, including rare earth elements, from a limited supplier base, exposing them to supply constraints and price volatility. This creates a need for supply chain visibility, risk mitigation platforms, and alternative sourcing solutions.",
    "summary": "Seagate flags supply chain risk due to reliance on a limited number of suppliers for critical materials.",
    "excerpts": "Certain components and raw materials are available from a limited number of suppliers, and we may enter into long-term supply arrangements to support product availability and manufacturing continuity.",
    "relevance": 0.75,
    "sentiment": "neutral",
    "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": "Risk management needed",
    "signal_category": "market",
    "regions_mentioned": [
      "China",
      "Malaysia",
      "Northern Ireland",
      "Singapore",
      "Thailand",
      "United States"
    ],
    "competitors_mentioned": [
      "Western Digital Corporation",
      "Toshiba Electronics Devices & Storage Corporation"
    ]
  }
}

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