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Seagate expects ‘minimal’ tariff related impacts to the business

Says confident in growth prospects in FY26 and beyond. Seeing strong demand growth from cloud customers. Says data center accounted for about 75% of revenue in FY25. Sees FY26 CapEx 4%-6% of revenue. Expects margin expansion in Q1. Expects to resume share repurchases in Q1. Comments taken from Q4 earnings conference call.

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