Side-by-side comparison of AI visibility scores, market position, and capabilities
Seagate Technology (STX) reported $6.8B revenue in FY2024, up 16% YoY. World's #1 hard disk drive maker with 40%+ market share. AI mass storage leader. HQ: Fremont, CA. ~35,000 employees.
Seagate Technology Holdings plc is the world's largest manufacturer of hard disk drives (HDDs), headquartered in Fremont, California, and incorporated in Ireland. Founded in 1978, Seagate pioneered the 5.25-inch hard drive and has remained the dominant HDD maker for decades. Seagate reported revenues of $6.8B for fiscal year 2024 (ending June 2024), up 16% year-over-year, as the data storage industry emerged from an extended downturn.
San Jose enterprise networking and security (NASDAQ: CSCO) at ~$57B annual revenue; $28B Splunk acquisition completed March 2024 integrating SIEM/SOAR with Cisco Security Cloud competing with Palo Alto Networks for enterprise cybersecurity.
Cisco Systems Inc. is a San Jose, California-based global technology conglomerate — publicly traded on NASDAQ (NASDAQ: CSCO) as a Dow Jones Industrial Average and S&P 500 component — generating approximately $57 billion in annual revenue and employing 86,000+ employees across 150+ countries, operating as the world's leading enterprise networking equipment manufacturer and an expanding cybersecurity and observability platform following the $28 billion acquisition of Splunk (completed March 2024, Cisco's largest-ever acquisition). Cisco's product portfolio spans networking (Catalyst switches, ASR routers, Meraki cloud-managed networking), security (Duo MFA, Cisco Firepower, Umbrella DNS security, SecureX XDR), collaboration (Webex conferencing, Webex Calling), data center (Nexus switches, UCS servers, HyperFlex HCI), and observability (Splunk SIEM/SOAR, AppDynamics APM, ThousandEyes network intelligence). CEO Chuck Robbins has led the company since 2015. Founded 1984 by Stanford computer scientists Leonard Bosack and Sandy Lerner.
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