Gartner Research

Gartner Invest Analyst Insight: Seagate 2Q17 Strength Highlights Mix Shift, but HDD Dependence Is a Strategic Challenge

Published: 25 January 2017

ID: G00325427

Analyst(s): Andrew Neff

Summary

Seagate's strong 2Q17 margins highlight its shift toward business-critical HDDs and away from lower-margin PC HDDs, but its dependence on HDD revenue (82% of total) highlights a strategic challenge from the continuing impact of SSDs. In contrast, Western Digital is exposed to both HDDs and SSDs.

Table Of Contents

Company Impact

Essential Insight

©2019 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Become a client