Gartner Research

Gartner Invest Analyst Insight: HDD Vendors Shrink, but Further Consolidation Possible

Published: 01 February 2016

ID: G00301118

Analyst(s): Andrew Neff


STX and WDC beat EPS expectations on margin/mix trends in the face of continued declining HDD revenue. Guidance for the March quarter was below expectations, but investors are focusing on potential for further industry consolidation if Toshiba retrenches as WDC moves ahead on its SNDK acquisition.

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Company Impact

Essential Insight

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