STX 10-K filed 2026-08-04 | Key takeaways
STX filed its 10-K; the most relevant disclosure change is added Segment / End market reclassification: Seagate now presents two end markets, Data Center (80% of FY2026 revenue) and Edge IoT (20%), replacing the prior Mass Capacity Storage / Legacy segmentation framework and aligning with growing AI-driven demand drivers. Customer concentration: One customer (unnamed) represented approximately 14% of revenue; Customer 1 (accounts receivable) represented 18% of accounts_receivable.
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