What Seagate's latest 10-Q says: 12 signals
Seagate filed its latest 10-Q with the SEC on Apr 29, 2026. It discusses platform strategy, bookings decline and capex increase.
Public (STX)Computer Hardware Manufacturing10,000+ employeesseagate.comLinkedIn
- Filed
- Apr 29, 2026
- Filings
- 2
- Signals
- 24
10-Q · latest 10
What Seagate's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 12 signals
Seagate flags increasing risk from sophisticated AI-augmented cyberattacks.
The company explicitly states its vulnerability to advanced cyber threats, including AI-driven phishing and social engineering attacks that can circumvent existing controls.
AI
Seagate details ongoing investment and significant risks with its global ERP system upgrade.
The company is making significant investments in its global ERP system but acknowledges that past implementations have caused business disruptions.
ERPIT systems
Seagate is continuing a significant investment of financial and human resources to upgrade its global ERP and other legacy IT systems.
ERP
Company identifies AI-augmented cyberattacks as a specific, emerging threat requiring new defenses.
Seagate is proactively identifying advanced cyber threats, specifically calling out attacks crafted with AI tools for more effective phishing, social engineering, and exploiting vulnerabilities.
AI
Past restructurings and salary cuts are causing talent retention difficulties.
The company states that historical actions like restructurings and salary reductions have made it difficult to recruit and retain personnel in key locations.
The company is concerned that its security measures may be insufficient against increasingly sophisticated threats, which could lead to widespread outages, data loss, and significant costs.
AIransomware
Seagate admits past restructurings and variable pay are causing hiring and retention difficulties.
The company is experiencing intense competition for talent in the US, China, and Southeast Asia, and directly attributes its recruitment and retention challenges to its own 'historical restructurings, temporary salary reductions and variability in bonus payouts.' This creates a significant pain point and a need for improved HR, compensation, and retention strategies and technologies.
The company acknowledges that its infrastructure, as well as that of its customers and suppliers, has been and continues to be vulnerable to a range of cyberattacks.
ransomware
Business operations are dependent on third-party hosted infrastructure partners.
Seagate relies on third-party infrastructure partners to deliver services to customers, creating a single point of failure risk.
cloud
Company warns of demand reduction from customers' spending cuts in cloud and enterprise.
Seagate identifies a key risk to its business as reduced demand from its major customers due to macroeconomic pressures on cloud and enterprise spending.
cloud
Earlier 10-Q filings
- 10-QFiled · 12 signalsSEC EDGAR
Showing 10 of 24 filing signals. The Signal API returns all of them.
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Seagate earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised next-quarter revenue and EPS guidance amid strong cloud demand.The company issued strong guidance for the December quarter, expecting revenue of $2.7 billion and EPS of $2.75 at the midpoint, representing 16% YoY growth. This reflects high confidence in continued demand, particularly from global cloud data centers. | |
| Aggressively executing multi-year transition to HAMR-based Mozaic drive platforms.The company's core strategy is a full-scale transition to its HAMR-based Mozaic platforms to meet explosive AI-driven data storage demand. This massive technology shift involves new manufacturing processes and technologies like silicon photonics, creating significant opportunities for specialized equipment, materials, and process control vendors. | |
| Struggling with long supply chain cycle times for new HAMR products.Executives noted that the manufacturing cycle time for HAMR technology is 'not short' and involves a 'long supply chain,' making it difficult to quickly pivot or increase supply in response to demand surges. This inflexibility is a key business constraint, creating an opening for supply chain optimization, planning, and visibility solutions. | |
| Driving cost reduction and customer TCO through aerial density roadmap.The company's strategy for cost reduction is not adding unit capacity but transitioning to higher capacity drives, which lowers cost-per-terabyte. This focus on efficiency through technology (HAMR, silicon photonics) is key to their financial model and customer value proposition, creating opportunities for any vendor that can improve their manufacturing cost structure. | |
| Secured HAMR qualifications with 5 global CSPs; shipped over 1M Mozaic drives.Seagate has successfully qualified 5 global cloud service providers on its new Mozaic 3+ HAMR products and shipped over 1 million units in the quarter. This strong customer adoption validates the technology, de-risks their strategic roadmap, and locks in future demand from the world's largest data center customers. | |
| Partnered with a global CSP on a sovereign cloud solution for autonomous vehicles.Seagate developed a sovereign cloud solution with a major cloud provider to manage sensitive autonomous vehicle data, addressing strict data security and sovereignty regulations. This signals a strategic initiative to capture emerging, high-value use cases in hybrid cloud and regulated industries, opening doors for security and data management vendors. |
Signal API · MCP
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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"seagate.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .