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Analyst
Tristan Gerra
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q3 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 1 company
STXSeagate Technology Holdings3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q3
Could you elaborate on the duration of the long-term agreements for HAMR? Is there a pricing component to it?
Show response
Romano noted each customer has different LTA terms but the vast majority of nearline exabytes are committed for all of calendar 2026.
Calendar 2025 Q2
as eventually NAND capacity normalizes and production costs return to a normal curve, should we view this as a potential pressure on HDD demand
Show response
Mosley argued HDD maintains a sustainable TCO advantage and the NAND-HDD interface in cloud architectures is not changing due to economics and capital efficiency of hard drives.
Calendar 2025 Q1
do you have to -- and assuming your utilization rates are pretty much at peak. So are you dedicating more CapEx to ramp capacity?
Show response
Mosley confirmed no additional CapEx needed for HAMR ramp. The prior supply issue was PMR-only and capacity additions come via technology transitions.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| STX Seagate Technology Holdings | 3 | 0%none of 3 questions |
- STXSeagate Technology Holdings · 3 questions0%none of 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing2
- Demand1
- Competitive Dynamics1
- Capex Investment1
- Supply Chain1