Subtext

Seagate Technology Holdings plc STX

SectorInformation Technology
Transcripts55
Date range2011-10-20 – 2025-04-29
Calls charted55

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-18-9+0+9+182012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22012 Q1 · Overall: -4.62012 Q2 · Overall: -0.52012 Q3 · Overall: +2.42012 Q4 · Overall: +3.52013 Q1 · Overall: -5.92013 Q2 · Overall: +2.02013 Q3 · Overall: -0.82013 Q4 · Overall: +6.32014 Q1 · Overall: +6.32014 Q2 · Overall: +9.62014 Q3 · Overall: +0.82014 Q4 · Overall: +11.72015 Q1 · Overall: +9.12015 Q2 · Overall: +2.72015 Q3 · Overall: +14.72015 Q4 · Overall: +10.72016 Q1 · Overall: +7.72016 Q2 · Overall: +9.02016 Q3 · Overall: -2.62016 Q4 · Overall: +10.52017 Q1 · Overall: +10.12017 Q2 · Overall: +7.82017 Q3 · Overall: +6.32017 Q4 · Overall: +5.02018 Q1 · Overall: +5.42018 Q2 · Overall: +12.42018 Q3 · Overall: +9.62018 Q4 · Overall: +7.62019 Q1 · Overall: +8.42019 Q2 · Overall: +0.22019 Q3 · Overall: +3.92019 Q4 · Overall: +2.72020 Q1 · Overall: +6.52020 Q2 · Overall: +10.32020 Q3 · Overall: -0.22020 Q4 · Overall: +2.42021 Q1 · Overall: +4.22021 Q2 · Overall: +4.52021 Q3 · Overall: +6.62021 Q4 · Overall: +8.72022 Q1 · Overall: +11.32022 Q2 · Overall: +0.02022 Q3 · Overall: +2.62022 Q4 · Overall: -0.82023 Q1 · Overall: -3.12023 Q2 · Overall: +6.32023 Q3 · Overall: -2.52023 Q4 · Overall: +0.52024 Q1 · Overall: +7.02024 Q2 · Overall: +15.32024 Q3 · Overall: +6.02024 Q4 · Overall: +7.72025 Q1 · Overall: +11.12025 Q2 · Overall: +7.72025 Q3 · Overall: +8.1
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-44-22+0+22+442012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22012 Q1 · CEO: -4.72012 Q2 · CEO: +4.92012 Q3 · CEO: +5.62012 Q4 · CEO: +6.92013 Q1 · CEO: -5.92013 Q2 · CEO: +3.32013 Q3 · CEO: +3.32013 Q4 · CEO: +13.82014 Q1 · CEO: +15.82014 Q2 · CEO: +14.72014 Q3 · CEO: +7.02014 Q4 · CEO: +17.22015 Q1 · CEO: +16.12015 Q2 · CEO: +4.02015 Q3 · CEO: +20.02016 Q1 · CEO: +12.72016 Q2 · CEO: +11.92016 Q3 · CEO: +0.02016 Q4 · CEO: +14.22017 Q1 · CEO: +14.12017 Q2 · CEO: +9.52017 Q3 · CEO: +10.92017 Q4 · CEO: +7.92018 Q2 · CEO: +11.32018 Q3 · CEO: +14.52018 Q4 · CEO: +10.92019 Q1 · CEO: +11.02019 Q2 · CEO: +2.42019 Q4 · CEO: +6.92020 Q1 · CEO: +12.82020 Q2 · CEO: +15.62020 Q3 · CEO: -0.42020 Q4 · CEO: +5.62021 Q1 · CEO: +8.02021 Q2 · CEO: +8.72021 Q3 · CEO: +7.32021 Q4 · CEO: +12.32022 Q1 · CEO: +9.02022 Q2 · CEO: +3.32022 Q3 · CEO: +6.32022 Q4 · CEO: +3.22023 Q1 · CEO: +4.92023 Q2 · CEO: +12.32023 Q3 · CEO: +2.62023 Q4 · CEO: +8.22024 Q1 · CEO: +11.32024 Q2 · CEO: +17.42024 Q3 · CEO: +11.42024 Q4 · CEO: +12.92025 Q1 · CEO: +19.22025 Q2 · CEO: +11.02025 Q3 · CEO: +16.52012 Q1 · CFO: +6.52012 Q2 · CFO: +3.02012 Q3 · CFO: +11.32012 Q4 · CFO: +9.32013 Q1 · CFO: -18.52013 Q2 · CFO: +19.72013 Q3 · CFO: -28.22013 Q4 · CFO: +4.22014 Q1 · CFO: -4.22014 Q2 · CFO: +2.52014 Q3 · CFO: -1.02014 Q4 · CFO: +12.52015 Q1 · CFO: +4.72015 Q2 · CFO: +8.12015 Q3 · CFO: +19.12016 Q2 · CFO: +8.32016 Q3 · CFO: -5.02017 Q1 · CFO: +9.02017 Q2 · CFO: +13.62018 Q1 · CFO: +13.22018 Q2 · CFO: +17.52018 Q4 · CFO: +6.72019 Q1 · CFO: +11.62019 Q2 · CFO: +4.52019 Q3 · CFO: +1.82019 Q4 · CFO: +6.52020 Q1 · CFO: +7.92020 Q2 · CFO: +12.02020 Q3 · CFO: +7.62020 Q4 · CFO: +2.42021 Q1 · CFO: +5.32021 Q2 · CFO: +10.72021 Q3 · CFO: +16.02021 Q4 · CFO: +12.42022 Q1 · CFO: +38.62022 Q2 · CFO: +6.82022 Q3 · CFO: +8.52022 Q4 · CFO: +10.62023 Q1 · CFO: +1.32023 Q2 · CFO: +8.92023 Q3 · CFO: -2.92023 Q4 · CFO: -1.92024 Q1 · CFO: +6.92024 Q2 · CFO: +27.12024 Q3 · CFO: +15.12024 Q4 · CFO: +16.22025 Q1 · CFO: +17.02025 Q2 · CFO: +25.92025 Q3 · CFO: +18.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-44-22+0+22+442012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22012 Q1 · Prepared remarks: -14.92012 Q2 · Prepared remarks: -4.12012 Q3 · Prepared remarks: +9.22012 Q4 · Prepared remarks: +12.12013 Q1 · Prepared remarks: -0.62013 Q2 · Prepared remarks: +7.42013 Q3 · Prepared remarks: +4.92013 Q4 · Prepared remarks: +22.62014 Q1 · Prepared remarks: +22.72014 Q2 · Prepared remarks: +12.62014 Q3 · Prepared remarks: +10.72014 Q4 · Prepared remarks: +19.22015 Q1 · Prepared remarks: +16.22015 Q2 · Prepared remarks: +3.42015 Q3 · Prepared remarks: +21.82015 Q4 · Prepared remarks: +19.52016 Q1 · Prepared remarks: +12.72016 Q2 · Prepared remarks: +17.72016 Q3 · Prepared remarks: -2.02016 Q4 · Prepared remarks: +17.42017 Q1 · Prepared remarks: +14.32017 Q2 · Prepared remarks: +16.22017 Q3 · Prepared remarks: +10.12017 Q4 · Prepared remarks: +10.02018 Q1 · Prepared remarks: +14.42018 Q2 · Prepared remarks: +13.62018 Q3 · Prepared remarks: +15.92018 Q4 · Prepared remarks: +9.72019 Q1 · Prepared remarks: +10.22019 Q2 · Prepared remarks: +8.82019 Q3 · Prepared remarks: +8.42019 Q4 · Prepared remarks: +13.12020 Q1 · Prepared remarks: +12.02020 Q2 · Prepared remarks: +21.72020 Q3 · Prepared remarks: +4.62020 Q4 · Prepared remarks: +8.52021 Q1 · Prepared remarks: +9.62021 Q2 · Prepared remarks: +18.72021 Q3 · Prepared remarks: +15.82021 Q4 · Prepared remarks: +17.92022 Q1 · Prepared remarks: +38.12022 Q2 · Prepared remarks: +11.52022 Q3 · Prepared remarks: +8.62022 Q4 · Prepared remarks: +8.52023 Q1 · Prepared remarks: +5.52023 Q2 · Prepared remarks: +18.92023 Q3 · Prepared remarks: +2.02023 Q4 · Prepared remarks: +10.22024 Q1 · Prepared remarks: +11.72024 Q2 · Prepared remarks: +20.32024 Q3 · Prepared remarks: +19.12024 Q4 · Prepared remarks: +22.12025 Q1 · Prepared remarks: +28.12025 Q2 · Prepared remarks: +19.52025 Q3 · Prepared remarks: +19.92012 Q1 · Q&A responses: -2.12012 Q2 · Q&A responses: +4.12012 Q3 · Q&A responses: +4.12012 Q4 · Q&A responses: +3.02013 Q1 · Q&A responses: -5.42013 Q2 · Q&A responses: +3.82013 Q3 · Q&A responses: +2.22013 Q4 · Q&A responses: +6.42014 Q1 · Q&A responses: +7.42014 Q2 · Q&A responses: +13.12014 Q3 · Q&A responses: +4.42014 Q4 · Q&A responses: +13.02015 Q1 · Q&A responses: +14.22015 Q2 · Q&A responses: +4.22015 Q3 · Q&A responses: +19.12015 Q4 · Q&A responses: +10.82016 Q1 · Q&A responses: +9.82016 Q2 · Q&A responses: +5.32016 Q3 · Q&A responses: -2.32016 Q4 · Q&A responses: +2.32017 Q1 · Q&A responses: +8.52017 Q2 · Q&A responses: +3.12017 Q3 · Q&A responses: +5.92017 Q4 · Q&A responses: +5.22018 Q1 · Q&A responses: +0.02018 Q2 · Q&A responses: +9.82018 Q3 · Q&A responses: +3.92018 Q4 · Q&A responses: +6.62019 Q1 · Q&A responses: +9.92019 Q2 · Q&A responses: -6.42019 Q3 · Q&A responses: +1.82019 Q4 · Q&A responses: +2.62020 Q1 · Q&A responses: +9.42020 Q2 · Q&A responses: +6.22020 Q3 · Q&A responses: +0.02020 Q4 · Q&A responses: +1.72021 Q1 · Q&A responses: +4.82021 Q2 · Q&A responses: +1.82021 Q3 · Q&A responses: +4.42021 Q4 · Q&A responses: +6.32022 Q1 · Q&A responses: +10.92022 Q2 · Q&A responses: +1.62022 Q3 · Q&A responses: +5.12022 Q4 · Q&A responses: +1.62023 Q1 · Q&A responses: +1.42023 Q2 · Q&A responses: +3.42023 Q3 · Q&A responses: -0.52023 Q4 · Q&A responses: +1.32024 Q1 · Q&A responses: +8.32024 Q2 · Q&A responses: +18.62024 Q3 · Q&A responses: +4.42024 Q4 · Q&A responses: +7.02025 Q1 · Q&A responses: +10.02025 Q2 · Q&A responses: +9.72025 Q3 · Q&A responses: +11.0
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.96$5.63$10.312012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22014 Q1: $5.522014 Q2: $5.492014 Q3: $5.462014 Q4: $5.512015 Q1: $5.222015 Q2: $5.082015 Q3: $4.572015 Q4: $3.632016 Q1: $3.502016 Q2: $1.952016 Q3: $3.082016 Q4: $3.732017 Q1: $4.552017 Q2: $4.632017 Q3: $3.722017 Q4: $4.082018 Q1: $4.912018 Q2: $5.512018 Q3: $6.192018 Q4: $5.182019 Q1: $4.692019 Q2: $4.822019 Q3: $4.592019 Q4: $5.082020 Q1: $5.322020 Q2: $5.072020 Q3: $4.752020 Q4: $5.082021 Q1: $5.782021 Q2: $7.512021 Q3: $8.362021 Q4: $9.082022 Q1: $9.662022 Q2: $9.352022 Q3: $5.302022 Q4: $3.522023 Q1: $4.112023 Q2: $2.412023 Q3: $1.602023 Q4: $2.252024 Q1: $3.822024 Q2: $5.742024 Q3: $7.462024 Q4: $8.60

Forward P/E

4.3723.2742.172012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22014 Q1: 9.362014 Q2: 10.402014 Q3: 10.812014 Q4: 11.802015 Q1: 10.592015 Q2: 10.472015 Q3: 10.752015 Q4: 9.572016 Q1: 9.852016 Q2: 11.652016 Q3: 11.732016 Q4: 10.762017 Q1: 10.342017 Q2: 8.922017 Q3: 8.812017 Q4: 10.312018 Q1: 12.222018 Q2: 10.342018 Q3: 7.772018 Q4: 6.982019 Q1: 10.172019 Q2: 9.432019 Q3: 12.362019 Q4: 11.572020 Q1: 8.082020 Q2: 10.062020 Q3: 10.252020 Q4: 13.072021 Q1: 13.492021 Q2: 12.342021 Q3: 10.092021 Q4: 11.512022 Q1: 9.362022 Q2: 8.152022 Q3: 11.922022 Q4: 15.582023 Q1: 14.582023 Q2: 27.092023 Q3: 39.562023 Q4: 37.972024 Q1: 23.212024 Q2: 18.472024 Q3: 13.542024 Q4: 10.66

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q3 tone ↑ +12.0 fwd EPS ↓ -0.51 Tone rose while the forward EPS estimate was cut.
  • 2016 Q3 tone ↓ -11.7 fwd EPS ↑ +1.13 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -2.3 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -2.8 fwd EPS ↑ +0.68 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -8.2 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +3.7 fwd EPS ↓ -0.23 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +3.8 fwd EPS ↓ -0.25 Tone rose while the forward EPS estimate was cut.
  • 2022 Q3 tone ↑ +2.6 fwd EPS ↓ -4.05 Tone rose while the forward EPS estimate was cut.
  • 2023 Q1 tone ↓ -2.3 fwd EPS ↑ +0.59 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↑ +9.4 fwd EPS ↓ -1.70 Tone rose while the forward EPS estimate was cut.
  • 2024 Q3 tone ↓ -9.2 fwd EPS ↑ +1.71 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-04-29+8.1——View →
2025 Q22025-01-21+7.7——View →
2025 Q12024-10-22+11.1——View →
2024 Q42024-07-23+7.7$8.6010.7View →
2024 Q32024-04-23+6.0$7.4613.5View →
2024 Q22024-01-24+15.3$5.7418.5View →
2024 Q12023-10-26+7.0$3.8223.2View →
2023 Q42023-07-26+0.5$2.2538.0View →