Edge and IoT storage
20% of fiscal 2026 revenue, down from 25% in fiscal 2025.
The numbers
Edge IoT share of revenue20%FY2026 (ended July 3, 2026) · Down from 25% in FY2025 · source ↗
What it is
Storage products from 1TB to 32TB for industrial, commercial, consumer and NAS use, sold through OEMs, distributors and retailers.↗ source
Why it matters to the stock. This is the smaller, slower-growing part of the business. A falling share here means data center growth is carrying the results.
News
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