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Seagate Technology Holdings plc (STX) Q3 2026 Earnings Ca...
SA Transcripts · 2026-04-29 · via All Articles on Seeking Alpha

Q3: 2026-04-28 Earnings Summary

EPS of $4.10 beats by $0.59

 | 

Revenue of

$3.11B

(44.07% Y/Y)

beats by $148.74M

Seagate Technology Holdings plc (STX) Q3 2026 Earnings Call April 28, 2026 5:00 PM EDT

Company Participants

Shanye Hudson - Senior Vice President of Investor Relations & Treasury
William Mosley - CEO & Chairman
Gianluca Romano - Executive VP & CFO

Conference Call Participants

Erik Woodring - Morgan Stanley, Research Division
Asiya Merchant - Citigroup Inc., Research Division
Samik Chatterjee - JPMorgan Chase & Co, Research Division
Christopher Muse - Cantor Fitzgerald & Co., Research Division
Wamsi Mohan - BofA Securities, Research Division
Sreekrishnan Sankarnarayanan - TD Cowen, Research Division
Mark Newman - Bernstein Institutional Services LLC, Research Division
James Schneider - Goldman Sachs Group, Inc., Research Division
Amit Daryanani - Evercore ISI Institutional Equities, Research Division
Aaron Rakers - Wells Fargo Securities, LLC, Research Division
Timothy Arcuri - UBS Investment Bank, Research Division
Karl Ackerman - BNP Paribas, Research Division
Vijay Rakesh - Mizuho Securities USA LLC, Research Division
Steven Fox - Fox Advisors LLC
Ananda Baruah - Loop Capital Markets LLC, Research Division
Thomas O'Malley - Barclays Bank PLC, Research Division

Presentation

Operator

Good afternoon, and welcome to the Seagate Technology Fiscal Third Quarter 2026 Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Shanye Hudson, Senior Vice President of Investor Relations. Please go ahead.

Shanye Hudson
Senior Vice President of Investor Relations & Treasury

Thank you. Hello, everyone, and welcome to today's call. Joining me are Dave Mosley, Seagate's Chair and Chief Executive Officer; and Gianluca Romano, our Chief Financial Officer. We posted our earnings press release and detailed supplemental information for our March quarter results on the Investors section of our website.

During today's call, we'll refer to GAAP and non-GAAP measures. Non-GAAP figures are reconciled to GAAP figures in the earnings press release posted on our website and included in our Form 8-K. We've not reconciled certain non-GAAP outlook measures because

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