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10-KPeriod: FY2020

Seagate Technology Holdings plc Annual Report, Year Ended Jul 3, 2020

Filed August 7, 2020For Securities:STX

Summary

Seagate Technology Holdings plc's 10-K filing for the fiscal year ended July 3, 2020, highlights a year of steady revenue, with total revenue reaching $10.5 billion, a slight increase from the previous year. Despite the broader economic impact of COVID-19, the company demonstrated resilience, supported by strong demand in mass capacity storage markets, which offset declines in legacy markets. The company's strategic focus on high-capacity drives and enterprise data solutions continues to shape its product mix, with mass capacity storage representing 53% of revenue, up from 43% in the prior year. Seagate's operational efficiency and vertical integration remain key strengths, although the filing notes increased logistics and factory under-utilization costs due to the pandemic. The company also continued its capital allocation strategy, repurchasing shares and paying dividends, while managing its debt portfolio.

Financial Statements
Beta
Revenue$10.51B
Cost of Revenue$7.67B
Gross Profit$2.84B
R&D Expenses$973.00M
SG&A Expenses$473.00M
Operating Expenses$9.21B
Operating Income$1.30B
Interest Expense$201.00M
Net Income$1.00B
EPS (Basic)$3.83
EPS (Diluted)$3.79
Shares Outstanding (Basic)262.00M
Shares Outstanding (Diluted)265.00M

Key Highlights

  • 1Revenue for fiscal year 2020 was $10.5 billion, a 1% increase from $10.39 billion in fiscal year 2019, driven by growth in mass capacity storage.
  • 2Mass capacity storage accounted for 53% of revenue, an increase from 43% in the prior year, indicating a strategic shift towards higher-demand segments.
  • 3Gross margin decreased to 27% from 28% year-over-year, impacted by price erosion and increased logistics and factory under-utilization costs due to COVID-19.
  • 4The company repurchased approximately $850 million of its ordinary shares and paid $673 million in dividends during fiscal year 2020.
  • 5Seagate reported $1.7 billion in operating cash flow, demonstrating solid cash generation.
  • 6Despite a $153 million increase in 'Other expense, net' largely due to debt repurchase losses and investment impairments, net income was $1.0 billion.
  • 7The company continues to invest in product development, though overall operating expenses decreased slightly, primarily due to lower depreciation and restructuring charges compared to prior years.

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