Seagate Technology Holdings PLC (STX) Q3 2025 profit sound highlights: strong year compared to the previous year …

Q: Can you explain how Seagate managed to achieve the upward trend in March -Quartal despite capacity restrictions and how this affects the outlook on June? A: Dave Mosley, CEO, explained that the predictability built through the construction process enabled Seagate to effectively manage the capacity restrictions. The operational problems caused by the restrictions were solved and the company would have led the same income for the June quarter a month ago. The build-to-order model continues to offer predictability and stability in financial planning.

Q: What is the current status of HamR technology and how did it contribute to the results of the March Quartal? A: Dave Mosley, CEO, explained that Hamr technology is progressing well, with the qualifications for a large cloud service provider and several others in the works. Gianluca Romano, CFO, added that the upward trend in March district turnover is primarily due to an increased HamR product volume and the technology increases quickly.

Q: How has the demand in demand improve and what effects does this have on price strategies? A: Dave Mosley, CEO, found that the build-to-order model during the rest of the calendar year and the next demand in demand in demand draws attention. This predictability enables Seagate to effectively negotiate pricing and ensure that they are compensated for the value for customers with higher capacity products.

Q: Why are there no longer upward trend in the gross margins for the June quarter despite an expected increase in local delays? A: Gianluca Romano, CFO, explained that the time of the contract negotiations influenced the price increases. The company continues to focus on improving profitability of each quarter, and the strategy remains strong.

Q: How do potential tariffs affect the financial model of Seagate and how are discussions for customer prices treated? A: Dave Mosley, CEO, mentioned that Seagate examines operative and supply chain adjustments to alleviate the tariff effects. Transfer the costs to customers is one last way out, and all cost increases are taken into account in future negotiations. The company remains agile and willing to cope with such challenges.

You can find the complete copy of the earnings call in the complete earnings call.

This article first appeared on Gurufocus.