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Dave Mosley

Chairman and Chief Executive Officer, Seagate Technology

Search every verified Dave Mosley interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dave Mosley, chairman and chief executive officer of Seagate Technology, discussed the company’s fiscal fourth quarter and full-year 2026 results during an earnings call on July 28, 2026. He stated that the June quarter outperformed expectations for revenue and non-GAAP EPS, with non-GAAP gross margin expanding for a 13th consecutive quarter and free cash flow margins reaching 31%, totaling over $1.1 billion. Mosley noted that data center demand now accounts for approximately 90% of exabyte shipments and that the majority of nearline exabytes are allocated into calendar 2028 under long-term supply agreements, with some customers seeking to extend planning horizons through 2029 and beyond. Mosley also addressed technology and growth strategies, saying the company is not increasing box count but is focused on improving head and media technology to increase exabyte output, despite temporary factory inefficiencies during product transitions. He mentioned that the company is ramping its fourth-generation platform and moving toward a fifth-generation product, and he expressed expectations for fiscal 2027 revenue growth to outpace fiscal 2026 performance. He attributed demand trends to growth in unstructured data from sources such as video, sensor data, and text across enterprises and edge environments, which he described as favorable for the company.

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