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.
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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