Seagate Technology will release its fiscal second quarter 2026 financial results after U.S. market close on Tuesday, January 27, 2026, followed by an investment community conference call at 2:00 PM PT / 5:00 PM ET. The live audio webcast will be available on Seagate’s Investor Relations site. Founded over 45 years ago, Seagate has shipped more than four billion terabytes of data capacity since inception, underscoring its track record in mass-capacity storage innovation.

Seagate has expanded its 32TB hard disk drive portfolio across Exos, SkyHawk AI and IronWolf Pro lines, addressing surging demand for AI-driven video analytics. The new drives deliver up to 32 trillion bytes of capacity per unit and feature media-optimized firmware for sustained workloads. By integrating these drives into data center, surveillance and NAS environments, Seagate expects to capture a larger share of the estimated 7.2 exabytes of video data generated daily in global edge deployments.

Seagate’s data center business now accounts for roughly 80 percent of total revenue, bolstered by accelerating cloud demand. In the first quarter of fiscal 2026, capacity shipments rose by 15 percent sequentially, lifting gross margin by 220 basis points. The company raised its full-year outlook for exabyte deployments, forecasting capital expenditure growth at major hyperscale customers and continued adoption of high-capacity drives into next fiscal year.

Over the past 12 months, Seagate’s stock has climbed 241.8 percent, driven by AI-related data growth and a constrained HDD supply environment. Investors are focused on the company’s ramp of heat-assisted magnetic recording (HAMR) technology, which is expected to enable 40TB and 50TB drives later in fiscal 2026. Continued tightness in global drive supply and expanding addressable market for exabyte-scale storage underpin consensus expectations for double-digit revenue growth in the next two years.