公司表现 - Seagate Technology Holdings plc (STX) 过去一年股价上涨39.4%，表现强劲[1] - STX目前持有Zacks Rank 2 (Buy)和A的动量评分[2] 财务预测 - STX的2024财年预计营收将下降13.3%，但2025财年预计将增长34.7%[3] - 公司预计2024和2025财年每股收益将分别增长126%和951%[4]

FREMONT, Calif.--(BUSINESS WIRE)--Seagate Technology plc (NASDAQ: STX), the leading innovator of mass-capacity storage solutions, today announced the launch of its new e-commerce website in the United States. Seagate’s industry-leading storage products can now be purchased directly from www.seagate.com with access to exclusive promotions, support, live chat customer support, and peace of mind with genuine Seagate products. "We are excited to launch our new e-commerce website in the U.S., which will provi ...

财务表现 - Seagate第二季度非GAAP营收为15.55亿美元，略低于Zacks Consensus Estimate的预期，同比下降18%，但环比增长7%[4] - Seagate的HDD总营收（占89%）在报告季度内同比下降17%，至13.84亿美元，环比增长7%[10] - Seagate的非GAAP毛利率从去年同期的21.4%提高至23.6%[14] 产品创新 - Seagate在财报中显示，推出了Mozaic 3+硬盘平台，采用了热辅助磁记录技术，有望在大容量存储解决方案市场中占据份额[6] - Seagate在报告季度内出货95.1艾字节的硬盘存储，同比下降15%，但环比增长6%[7] 财务状况 - Seagate的现金及现金等价物截至2023年12月29日为7.87亿美元，长期债务为56.69亿美元[16][17] - Seagate在第二季度支付了1.46亿美元的股息，期末流通股为2.1亿股[19] 未来展望 - Seagate预计第三季度营收为16.5亿美元，预计非GAAP每股亏损25美分[20] - Seagate的Zacks Rank为2（买入），预计未来几个月股票将有超过平均水平的回报[26]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

NEW YORK, Jan. 31, 2024 /PRNewswire/ -- OORT, a decentralized cloud platform, collaborates with Seagate® Technology (NASDAQ: STX), a world leader in mass-data storage infrastructure solutions, integrating Seagate Lyve™ services to boost its infrastructure. This collaboration aims to strengthen OORT's integration of global compute and storage resources, key to its AI-focused services. Seagate Lyve Cloud's integration significantly enhances OORT's storage capabilities, meeting the high data demands of AI app ...

Seagate (STX) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.Analysts' growing optimism on the earnings prospects of this electronic storage maker is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term s ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 ____________________________ FORM 10-Q ___________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 29, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from: to Commission File Number 001-31560 _______________________________________ SEAGATE TECHNOLOGY HOLDINGS PUBLIC LI ...

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical ...

Seagate Technology Holdings plc (STX) reported second-quarter fiscal 2024 non-GAAP earnings of 12 cents per share. The Zacks Consensus Estimate was pegged at a loss of 7 cents per share. The company reported non-GAAP earnings of 16 cents in the year-ago quarter.Management anticipated second-quarter fiscal 2024 non-GAAP loss to be 10 cents (+/- 20 cents).Non-GAAP revenues of $1.555 billion missed the Zacks Consensus Estimate by 0.3%. The figure declined 18% on a year-over-year basis. However, revenues improv ...

财务数据和关键指标变化 - 公司2024年第二季度收入为15.6亿美元,处于指引中值 [5][8] - 非GAAP营业利润环比增长三倍,同比增长约17%,尽管收入水平较低 [9] - 非GAAP毛利率环比扩大约400个基点至23.6% [30] - 非GAAP营业利润率环比扩大540个基点至8.2% [25] - 非GAAP每股收益为0.12美元,超出原指引上限 [25] 各条业务线数据和关键指标变化 - 硬盘存储业务收入为14亿美元,环比增长7% [26] - 大容量存储市场收入环比增长4%至11亿美元,主要受益于云端近线存储需求增长 [26][27] - 近线存储出货量环比增长16%至65EB [27] - 传统存储市场收入环比增长16%至3.24亿美元,受益于消费市场季节性需求增长 [28] 各个市场数据和关键指标变化 - 美国云端市场需求逐步恢复,反映出消化过剩库存取得进展 [10] - 美国企业OEM市场需求趋于稳定 [10] - 中国市场需求恢复相对较慢,但当地政府出台支持措施有望在下半年提振大容量存储需求 [11] 公司战略和发展方向及行业竞争 - 公司推出突破性的Mozaic存储平台,基于HAMR技术实现更高的存储密度 [6][16] - Mozaic平台可提供更高的容量密度和更好的电源及空间效率,为客户带来显著的总拥有成本优势 [17][21] - 公司正在加快HAMR产品的客户认证和量产,计划在2024年上半年出货约100万台 [15] - 公司计划在2024年内完成主要超大规模云客户和部分全球云客户的HAMR产品认证 [15] - 公司正在垂直整合激光制造工艺,提高供应灵活性和成本控制能力 [19] 管理层对经营环境和未来前景的评论 - 公司预计2024年3月季度收入将环比增长6%,非GAAP毛利率有望进一步提升至低个位数百分比区间 [36][37] - 公司对大容量存储需求的逐步恢复以及Mozaic产品的推出持乐观态度,有望在未来实现盈利增长和资本回报 [22][40] 问答环节重要的提问和回答 问题1 **Wamsi Mohan提问** 对于2024年下半年及2025年HAMR产品的出货量预期如何? [44] **Dave Mosley回答** 公司正在积极推进HAMR产品的量产,将尽可能多地将HAMR产品导入到2025年的出货中。具体数量还需要根据客户需求和产能情况进行平衡和调整 [45][46] 问题2 **Erik Woodring提问** 公司如何看待超大规模云客户的库存情况及其对公司定价和产品策略的影响? [51] **Dave Mosley回答** 超大规模云客户的库存情况已大幅改善,消费正在恢复,但恢复速度仍慢于两年前。公司正与客户就未来3年的产品规划进行深入沟通,以平衡供需并提供最佳的总拥有成本方案 [52][53][54][55] 问题3 **Aaron Rakers提问** 未来几个季度公司的营业费用走势如何?资本回报方面有何计划? [57] **Gianluca Romano回答** 未来几个季度,公司将保持营业费用在2.7-2.8亿美元的合理水平。随着收入和利润的改善,公司将继续保持自由现金流的正值,为资本回报创造条件 [58][59]