Latest news with #dataStorage
Forbes
2 days ago
- Business
- Forbes
What's Next For Seagate Stock?
MINNEAPOLIS, MN - JANUARY 03: A general view of the Seagate Technology company offices on January ... More 03, 2024 in Minneapolis, Minnesota. (Photo by AaronP/Bauer-Griffin/GC Images) Note: STX's fiscal year concludes in June Seagate (NASDAQ: STX) has achieved an impressive 60% year‑to‑date increase, significantly exceeding the S&P 500's 4% rise. This upswing owes to structural improvements within the business, alongside robust market dynamics and focused execution in advanced technologies such as HAMR (Heat Assisted Magnetic Recording). The company is capitalizing on a resurgence in the data‑storage market, benefiting from elevated demand fueled by generative AI. Reflecting back to FY 2022, STX's value has more than doubled, supported by: We will explore these factors in greater detail. While STX stock has provided substantial returns, those in search of growth with reduced volatility compared to individual stocks might consider the High Quality portfolio, which has surpassed the S&P 500 with returns exceeding 91% since its inception. Separately, see – What's Happening With BBAI Stock? What's Behind The Revenue Performance? Seagate's revenue plummeted dramatically from $11.66 billion in FY 2022 to $6.55 billion in FY 2024—a 44% decline—largely due to weak demand in consumer PCs and external HDDs, Covid-related disruptions in Asia, component shortages, and persistent inflationary pressures. However, in the first nine months of FY 2025, revenue skyrocketed 42% year-over-year to $6.7 billion, propelled by strong demand from data-center and cloud customers. The explosive growth in AI applications is increasingly driving the desire for high-capacity drives. In spite of SSDs capturing market share due to speed and efficiency, their higher cost per terabyte continues to make HDDs indispensable for large-scale storage. Seagate has wisely focused on enterprise-grade, high-capacity HDDs while reducing its production of lower-capacity consumer drives and limiting SSD exposure. Instead of vertically integrating NAND, it procures from partners like Kioxia, allowing for a streamlined focus on cost-effective bulk storage solutions. This tactic has led to steady, sustainable growth in Seagate's key markets. What's Contributing To The Higher Valuation For STX Stock? Seagate stock has seen a substantial rise in valuation multiples, with its price-to-sales (P/S) ratio increasing from 1.2x in FY 2022 to 3.2x today. Currently trading at approximately $136, STX stock's trailing P/S multiple of 3.2x exceeds its four-year average of 2.2x and is also notably higher than Western Digital's (NASDAQ: WDC) historical average (1.15x). Several critical factors are propelling this continuous growth: Yet, There Are Risks Despite the optimistic outlook, there are significant risks. In periods of market downturn, STX has consistently lagged behind the S&P 500—declining 58.2% during the inflation-induced selloff in 2022 (from $116.02 on Jan 4 to $48.49 on Nov 3, as opposed to a 25.4% S&P decline), but it fully recovered by May 27, 2025, and surged to $136.31 by June 24. During the COVID crash, STX fell 35.6% compared to a 33.9% decrease in the S&P. In the 2008 financial crisis, the stock plummeted 89.1% while the S&P dropped 56.8%. Although Seagate benefits from AI/cloud-driven storage needs, it continues to confront risks, including technological shifts, capacity constraints, regulatory or supply chain challenges, pricing pressures, and reputational issues. Investor confidence is presently reflected in premium multiples (3x P/S), but with minimal cushion, a downturn could have a significant impact, particularly in contrast to competitors like WDC, which trades closer to 1x in challenging times. Investing in a singular stock carries inherent risks. We utilize a risk assessment framework when constructing the 30-stock Trefis High Quality (HQ) Portfolio, which has a proven history of comfortably outperforming the S&P 500 over the past 4 years. Why is this the case? As a collective, HQ Portfolio stocks have yielded superior returns with reduced risks compared to the benchmark index; providing a smoother ride, as highlighted in HQ Portfolio performance metrics.
Forbes
4 days ago
- Business
- Forbes
Kioxia, StorOne, Phison And Marvell Deliver Storage And Memory For AI
AI Data Growth Artificial Intelligence training and inference are a major factor in increasing digital storage and memory demand growth. According to a recent announcement from the Dell'Oro Group, the AI expansion cycle led to a 62% year over year growth in Q1 2025 in telecommunications, security, networks and data center industries, including memory and storage. Let's look at some recent storage announcements to support AI workloads from Kioxia, StorOne and Phison and Marvell Technologies. Kioxia recently announced its single port CD9P Series PCIe 5.0 NVMe 2.0 SSDs built with the company's 8thgeneration BiCS Flash TLC-based 3D flash memories (with 330 layers--?). These products also incorporate the company's CMOS directly Bonded to Array technology to boost power efficiency, performance, and storage density. Images of the product family are shown below. Kioxia CD9P SSD Product Family According to Kioxia, the CD9P Series is purpose-built for these next-generation environments, delivering the speed and responsiveness required by AI, machine learning, and high-performance computing (HPC) workloads to ensure GPUs stay fed with data and operating at maximum efficiency. The product is available in EDSFF E3.S form factor with 1.6-30.72 TB capacities and 2.5-inch U.2 form factor with 1.6-61.44TB capacities. The CD9P Series 15.36 TB model delivers approximately 60% and 45% improvements in sequential read and write speeds per watt, respectively, compared to the previous generation Kioxia SSD. It also achieves gains of approximately 55% and 100% in random read and write performance per watt, measured in thousands of IOPS (KIOPS), respectively. The product is being sampled to select customers and was on display at the on-going HPE Discover Las Vegas event. The table below gives more details on this model's performance with different workflows. CD9P Performance versus Workloads StorOne unveiled its ONEai, Automated AI Solution Optimized for Enterprise Data Storage in partnership with SSD company, Phison Electronics. StorONE integrated Phison's aiDAPTIV+ AI capabilities into the StorONE enterprise storage system to accelerate AI deployment and deliver domain specific responses on the stored data for end users. The Prompt: Get the week's biggest AI news on the buzziest companies and boldest breakthroughs, in your Subscribed! You're Subscribed! According to StorOne, ONEai leverages AI GPU and memory optimization, intelligent data placement and built-in support for LLM inferencing and fine-tuning directly within the storage framework, offering an efficient, AI-integrated system with minimal setup complexity. With ONEai, users benefit from reduced power, operational and hardware costs, enhanced GPU performance and on-premises LLM training and inferencing on proprietary organizational data. Marvell Technology, Inc. announced that it has expanded its custom technology platform with the launch of a 2nm custom Static Random Access Memory (SRAM), designed to boost the performance of custom XPUs and devices powering cloud data centers and AI clusters. It also introduced its Package Integrated Voltage Regulator (PIVR) power solutions, which it says enable hyperscalers to enhance the performance, efficiency and return on investment (ROI) of AI and cloud infrastructure. This custom SRAM delivers up to 6 gigabits of high-speed memory. Marvell said that it had previously introduced its CXL technology for integration into custom silicon to add terabytes of memory and supplemental compute capacity to cloud servers and unveiled custom HBM technology that increases memory capacity by up to 33% while reducing the space and power required for dense high-bandwidth memory (HBM) stacks inside XPUs. AI drives storage and memory demand. Kioxia, StorOne, Phison and Marvell Technologies announced digital storage and memory applications to support diverse AI workloads.
Zawya
5 days ago
- Automotive
- Zawya
SSSTC Launches Video Recording SATA SSD for Stable, Uninterrupted Performance
TAIPEI, TAIWAN - Media OutReach Newswire - 24 June 2025 - Solid State Storage Technology Corporation (SSSTC) announces the launch of its SSSTC CVD Series SATA SSDs, specifically engineered for high-frequency, long-duration continuous write applications. Designed to meet the demanding requirements of video recording, surveillance, video production, media streaming, in-vehicle recording, edge sensing, and industrial data logging, the SSSTC CVD Series delivers exceptional stability and durability in write-intensive environments. When non-optimized SSDs are used for high-intensity video recording, they often suffer from sudden speed drops caused by SLC cache saturation or firmware interference—resulting in lag, frame loss, write interruptions, or even video data loss. To address these pain points, the SSSTC CVD Series features SSSTC's optimized Direct Write firmware, purpose-built for intensive write workloads. This technology writes data directly to TLC NAND Flash Memory, eliminating reliance on the SLC cache and significantly improving performance stability. As a result, the SSSTC CVD Series delivers stable write speeds (preventing speed drops), low latency (eliminating write lag), distortion-free visuals (avoiding frame loss), and uninterrupted recording (preventing write interruptions), thereby preserving the integrity of video data. Even under 24/7 high-resolution continuous recording, the SSSTC CVD Series maintains steady and consistent performance. Powered by high-quality Kioxia BiCS FLASH™ 5th-generation 3D TLC NAND Flash Memory, the SSSTC CVD Series combines finely tuned firmware developed by SSSTC's in-house R&D team to ensure high stability and reliability, achieving a mean time between failures (MTBF) of over 3 million hours. In terms of capacity and form factor, the SSSTC CVD Series is designed to meet the commonly adopted specifications in industrial applications, featuring capacities from 128 GB to 2 TB and industry-preferred form factors, 2.5-inch and M.2 2280, to ensure seamless integration with industrial PCs, embedded platforms, and edge devices. It also supports an operating temperature range of 0 °C to 85 °C, enabling dependable performance in diverse and rugged environments. Additionally, the SSSTC CVD Series features a low-power design through its support for DevSleep mode, significantly reducing power consumption during system idle periods. This makes it especially suitable for front-end recording devices and mobile monitoring equipment that require stable, long-term operation. As a subsidiary of Kioxia, SSSTC leverages decades of expertise in NAND Flash Memory storage and industrial applications to provide stable and reliable SSDs to customers worldwide. The SSSTC CVD Series is now in mass production. For more information, please visit the SSSTC website: Hashtag: #SSSTC The issuer is solely responsible for the content of this announcement. Solid State Storage Technology Corporation
Malay Mail
5 days ago
- Automotive
- Malay Mail
SSSTC Launches Video Recording SATA SSD for Stable, Uninterrupted Performance
The SSSTC CVD Series SATA SSD with Direct Write technology is the ideal choice for video recording applications. Image courtesy of Solid State Storage Technology Corporation (SSSTC). TAIPEI, TAIWAN - Media OutReach Newswire - 24 June 2025 - Solid State Storage Technology Corporation (SSSTC) announces the launch of its SSSTC CVD Series SATA SSDs, specifically engineered for high-frequency, long-duration continuous write applications. Designed to meet the demanding requirements of video recording, surveillance, video production, media streaming, in-vehicle recording, edge sensing, and industrial data logging, the SSSTC CVD Series delivers exceptional stability and durability in write-intensive non-optimized SSDs are used for high-intensity video recording, they often suffer from sudden speed drops caused by SLC cache saturation or firmware interference—resulting in lag, frame loss, write interruptions, or even video data loss. To address these pain points, the SSSTC CVD Series features SSSTC's optimized Direct Write firmware, purpose-built for intensive write workloads. This technology writes data directly to TLC NAND Flash Memory, eliminating reliance on the SLC cache and significantly improving performance a result, the SSSTC CVD Series delivers stable write speeds (preventing speed drops), low latency (eliminating write lag), distortion-free visuals (avoiding frame loss), and uninterrupted recording (preventing write interruptions), thereby preserving the integrity of video data. Even under 24/7 high-resolution continuous recording, the SSSTC CVD Series maintains steady and consistent by high-quality Kioxia BiCS FLASH™ 5th-generation 3D TLC NAND Flash Memory, the SSSTC CVD Series combines finely tuned firmware developed by SSSTC's in-house R&D team to ensure high stability and reliability, achieving a mean time between failures (MTBF) of over 3 million terms of capacity and form factor, the SSSTC CVD Series is designed to meet the commonly adopted specifications in industrial applications, featuring capacities from 128 GB to 2 TB and industry-preferred form factors, 2.5-inch and M.2 2280, to ensure seamless integration with industrial PCs, embedded platforms, and edge devices. It also supports an operating temperature range of 0 °C to 85 °C, enabling dependable performance in diverse and rugged the SSSTC CVD Series features a low-power design through its support for DevSleep mode, significantly reducing power consumption during system idle periods. This makes it especially suitable for front-end recording devices and mobile monitoring equipment that require stable, long-term a subsidiary of Kioxia, SSSTC leverages decades of expertise in NAND Flash Memory storage and industrial applications to provide stable and reliable SSDs to customers worldwide. The SSSTC CVD Series is now in mass production. For more information, please visit the SSSTC website: Hashtag: #SSSTC The issuer is solely responsible for the content of this announcement.
Yahoo
6 days ago
- Business
- Yahoo
Spotting Winners: MongoDB (NASDAQ:MDB) And Data Storage Stocks In Q1
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at data storage stocks, starting with MongoDB (NASDAQ:MDB). Data is the lifeblood of the internet and software in general, and the amount of data created is accelerating. As a result, the importance of storing the data in scalable and efficient formats continues to rise, especially as its diversity and associated use cases expand from analyzing simple, structured datasets to high-scale processing of unstructured data such as images, audio, and video. The 5 data storage stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 3% while next quarter's revenue guidance was in line. Thankfully, share prices of the companies have been resilient as they are up 7.7% on average since the latest earnings results. Started in 2007 by the team behind Google's ad platform, DoubleClick, MongoDB offers database-as-a-service that helps companies store large volumes of semi-structured data. MongoDB reported revenues of $549 million, up 21.9% year on year. This print exceeded analysts' expectations by 4.1%. Overall, it was a very strong quarter for the company with EPS guidance for next quarter exceeding analysts' expectations and an impressive beat of analysts' EBITDA estimates. The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $201.11. Is now the time to buy MongoDB? Access our full analysis of the earnings results here, it's free. Originally formed in 1988 as part of Bell Labs, Commvault (NASDAQ: CVLT) provides enterprise software used for data backup and recovery, cloud and infrastructure management, retention, and compliance. Commvault Systems reported revenues of $275 million, up 23.2% year on year, outperforming analysts' expectations by 4.8%. The business had a very strong quarter with an impressive beat of analysts' billings estimates and a solid beat of analysts' EBITDA estimates. Commvault Systems achieved the biggest analyst estimates beat and highest full-year guidance raise among its peers. The market seems content with the results as the stock is up 2.9% since reporting. It currently trades at $170.45. Is now the time to buy Commvault Systems? Access our full analysis of the earnings results here, it's free. Started by brothers Ben and Moisey Uretsky, DigitalOcean (NYSE: DOCN) provides a simple, low-cost platform that allows developers and small and medium-sized businesses to host applications and data in the cloud. DigitalOcean reported revenues of $210.7 million, up 14.1% year on year, exceeding analysts' expectations by 1%. Still, it was a mixed quarter as it posted EPS guidance for next quarter missing analysts' expectations. DigitalOcean delivered the weakest performance against analyst estimates and weakest full-year guidance update in the group. As expected, the stock is down 16% since the results and currently trades at $27.52. Read our full analysis of DigitalOcean's results here. Formed in 2011 with the merger of Membase and CouchOne, Couchbase (NASDAQ:BASE) is a database-as-a-service platform that allows enterprises to store large volumes of semi-structured data. Couchbase reported revenues of $56.52 million, up 10.1% year on year. This result beat analysts' expectations by 1.7%. Zooming out, it was a satisfactory quarter as it also produced an impressive beat of analysts' EBITDA estimates. Couchbase had the slowest revenue growth among its peers. The stock is up 33% since reporting and currently trades at $24.69. Read our full, actionable report on Couchbase here, it's free. Founded in 2013 by three French engineers who spent decades working for Oracle, Snowflake (NYSE:SNOW) provides a data warehouse-as-a-service in the cloud that allows companies to store large amounts of data and analyze it in real time. Snowflake reported revenues of $1.04 billion, up 25.7% year on year. This number topped analysts' expectations by 3.4%. Taking a step back, it was a satisfactory quarter as it also logged an impressive beat of analysts' EBITDA estimates but a miss of analysts' billings estimates. Snowflake delivered the fastest revenue growth among its peers. The company added 26 enterprise customers paying more than $1 million annually to reach a total of 606. The stock is up 18.2% since reporting and currently trades at $211.72. Read our full, actionable report on Snowflake here, it's free. Thanks to the Fed's rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn't send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump's November win lit a fire under major indices and sent them to all-time highs. However, there's still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Sign in to access your portfolio
