- Will Seagate (STX) Q1 hard drive exabyte shipments be above 220?77¢
- Will Seagate (STX) Q1 hard drive exabyte shipments be above 230?64¢
- Will Seagate (STX) Q1 hard drive exabyte shipments be above 240?54¢
- Will Seagate (STX) Q1 hard drive exabyte shipments be above 250?49¢
- Will Seagate (STX) Q1 hard drive exabyte shipments be above 260?12¢
Seagate’s Q1 FY2027 nearline exabyte shipments face a backdrop of sustained AI data-center demand that outstrips available supply. In Q4 FY2026 the company shipped 195 nearline exabytes, up 43% year-over-year, with data centers accounting for 89% of volume and price per exabyte rising 10%. Long-term supply agreements have largely allocated nearline capacity through calendar 2028, while HAMR (Mozaic) drives reached 40% of the nearline run rate and are targeted to hit 70% by June 2027. Analyst models project continued sequential exabyte growth into the September quarter, supported by revenue guidance around $3.94 billion. Recent Toshiba capacity-expansion plans are viewed by most sell-side firms as adding only modest incremental supply against an estimated 300-exabyte industry shortfall, leaving pricing power and shipment momentum largely intact ahead of the earnings release.
Правила
This market will resolve to "Yes" if Seagate's hard drive exabyte shipments for the upcoming first fiscal quarter, as reported in its official company earnings materials, are above the listed amount. Otherwise, this market will resolve to "No". The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered. If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No". If the specified company does not release quarterly earnings materials for the specified quarter by November 30, 2026, 11:59 PM ET, this market will resolve to "No". If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market. The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used. Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.