Seagate reports Q4 revenue up 49% YoY to $3.6B, vs. $3.5B est., adjusted earnings of $5.71 a share, above analysts' forecast of $5.10; STX jumps 6%+ after hours
THE SO WHAT
Seagate’s 49% YoY revenue jump to $3.6B and earnings beat show that AI storage demand is spilling over well beyond SSDs—HDD is riding the wave. If you’re architecting AI infra, don’t ignore spinning disks for cold and warm tiers; the economics are clearly back in play.
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