Revenue distribution by industry:

• Data storage solutions: approx. 70%
• Cloud storage solutions: approx. 20%
• Enterprise solutions and other services: approx. 10%

TOP 3 markets and their percentage shares:

• USA: approx. 45%
• China: approx. 25%
• Europe: approx. 15%

Seagate Technology Holdings plc generates the majority of its revenue from the area of data storage solutions, which represents the company's core competency. The market share is highest in the USA, followed by China and Europe. These markets are crucial for the company as they are the largest consumers of storage solutions, especially in the cloud and enterprise solutions sector.

Production Sites:

• USA
• Thailand
• Malaysia
• China

Seagate Technology Holdings plc is a leading company in the manufacturing of hard drives and storage solutions. Production takes place at several strategic locations worldwide to efficiently meet demand and optimize costs. In the USA, there are important research and development centers, while manufacturing mainly occurs in Asia. Thailand and Malaysia are significant production sites known for their cost-effective manufacturing. China also plays an important role in the production and assembly of storage solutions.

Strategy for Future Growth:

1. Focus on Cloud and Edge Storage Solutions
2. Expansion of Capacities for Mass Storage
3. Investments in Research and Development

Seagate Technology Holdings plc is pursuing a strategy that is heavily focused on the growing demand for cloud and edge storage solutions. The company plans to expand its product range in these areas to meet the increasing need for storage solutions for data centers and other data-intensive applications.

Another key focus is on increasing capacities for mass storage. Seagate is investing in the development of new technologies that offer higher storage capacities and improved efficiency to meet the requirements of digital transformation.

In addition, Seagate is continuously investing in research and development to develop innovative storage solutions. This includes researching new materials and technologies to enhance the performance and reliability of their products.

Main raw materials: Rare earths, aluminum, copper, cobalt

Countries of origin:

• Rare earths: China, USA
• Aluminum: Australia, Canada
• Copper: Chile, Peru
• Cobalt: Democratic Republic of Congo, Russia

Seagate Technology Holdings plc is a leading manufacturer of hard drives and storage solutions. Various raw materials are required for the production of these technologies. Rare earths are crucial for the production of magnets used in hard drives. These are mainly imported from China and the USA.

Aluminum and copper are essential for the casings and electrical connections. Aluminum is predominantly sourced from Australia and Canada, while copper is mainly imported from Chile and Peru.

Cobalt is an important component for the production of batteries and is mainly imported from the Democratic Republic of Congo and Russia. Dependence on these countries makes raw material sourcing for Seagate vulnerable to geopolitical risks and price fluctuations.

Market share in the HDD segment: approx. 40% (2023)

Research and Development (R&D) expenses: $1.2 billion (2023)

Seagate Technology Holdings plc has a significant competitive advantage in the hard disk drive (HDD) sector, where the company holds a market share of about 40%. This strong market position is supported by continuous investments in research and development, amounting to approximately $1.2 billion in 2023.

Seagate's competitive advantage lies in its ability to offer cost-effective and high-performance storage solutions. This is made possible by their extensive experience and economies of scale in production. Additionally, Seagate benefits from strong customer loyalty and a broad distribution network.

However, Seagate also faces challenges from the growing SSD market, dominated by companies like Samsung and Western Digital. To remain competitive, Seagate is investing in new technologies and product innovations to address the transition to SSDs and other storage solutions.

Institutional investor share: approx. 80% (estimated for 2025 based on historical data)

Insider purchases/sales: No specific current data available, but historically, there have been regular activities.

The institutional investor share in Seagate Technology Holdings plc has traditionally been around 80%. This demonstrates the confidence of major investment firms in the company's stability and growth potential.

Insider purchases and sales are common at Seagate, as executives and other insiders regularly trade stocks. These activities may indicate personal financial decisions or confidence in the company's future development. However, it is important to consider these transactions in the context of the overall corporate strategy.

Market share of Seagate Technology: 35% (estimated for 2025)

Main competitors and their market shares:

1. Western Digital Corporation: 30%
2. Toshiba Corporation: 15%
3. Samsung Electronics (HDD division): 10%
4. Hitachi Global Storage Technologies (HGST): 5%
5. Kingston Technology (SSD division): 3%

Seagate Technology is one of the leading providers in the field of data storage, especially in hard disk drives (HDDs). Seagate's market share is supported by its strong presence in the HDD segment and continuous innovations.

Seagate's moat lies in its established brand, extensive product range, and the ability to cost-effectively produce large amounts of storage solutions. This gives the company an advantage over smaller competitors. Furthermore, Seagate has solidified its market position through strategic partnerships and investments in new storage technologies.

In comparison, Western Digital also has a significant moat, especially through its diversification into SSDs and HDDs as well as the acquisition of SanDisk. Toshiba and Samsung pose strong competition through their technological innovations and production capacities, especially in the SSD sector.

Overall, Seagate has a robust moat, but they must continuously invest in research and development to keep pace with technological advancements and competition.

Revenue growth: 4.8% (2024) Profit growth: 3.2% (2024) Market share in the hard drive market: 40% (2024)

Seagate Technology Holdings plc recorded a revenue growth of 4.8% in 2024, indicating stable demand for storage solutions. Profit growth was at 3.2%, showing a solid, albeit moderate, improvement in profitability.

The company holds a significant market share of 40% in the hard drive market, highlighting its strong position in the industry. This market position enables Seagate to benefit from the ongoing demand for storage solutions, especially in the cloud services and data center sectors.

Future investment decisions should also consider the company's technological development and innovation capabilities, as the storage solutions market is undergoing rapid changes. Seagate's ability to adapt to new technologies and develop innovative products will be crucial for long-term success.

Dividend yield: 5.2% (2025, estimated)
Dividend history: Continuous payouts for several years

Seagate Technology Holdings plc is known for paying an attractive dividend. The estimated dividend yield for the year 2025 is around 5.2%. The company has a long history of dividend payments, demonstrating a certain reliability in its payouts.

The continuity of dividend payments suggests that Seagate has a stable financial foundation. However, investors should regularly review the financial situation and market conditions to ensure that the company can maintain its dividend policy.