Seagate and KLA results summarize how computing capacity translated into revenue, margins, cash flow and near-term guidance across storage and semiconductor manufacturing-equipment layers.
Seagate reported $3.6 billion of revenue and a 52.3 percent gross margin for the fiscal fourth quarter ended 3 July. Full-year revenue rose 34 percent to $12.2 billion and free cash flow reached $3.1 billion. For the quarter ending in September, the company guided to revenue of $4.1 billion plus or minus $100 million and adjusted diluted earnings per share of $7.30 plus or minus $0.20.[1]
KLA reported fiscal fourth-quarter revenue of $3.658 billion and net income of $1.363 billion for the period ended 30 June. Full-year revenue rose 11.6 percent to $13.579 billion and net income reached $4.831 billion. For the following quarter, it guided to revenue of $4.0 billion plus or minus $200 million, adjusted gross margin of 62.5 percent and adjusted diluted earnings per share of $1.16 plus or minus $0.10.[2]
The companies report different fiscal periods and product economics: Seagate centers on storage products and cash generation, while KLA makes semiconductor metrology and inspection equipment. Their margins and earnings per share therefore are not directly comparable. Read together, the releases show quarterly revenue above $3.6 billion in both physical hardware layers, with each management team guiding to a higher revenue level for the following quarter.[1], [2]
