https://www.theregister.co.uk/2018/11/06/seagate_stops_recording_drive_shipment_numbers/

Analysis Hyperscale customers went on a disk drive buying strike late in Seagate's first quarter of fiscal '19, ended September 28.

HDD product sales were $2.801bn compared to $2.39bn a year ago. Revenue from enterprise systems, flash and "other" was $190m, a fall from the $240m reported a year ago – something has clearly gone wrong here. Profits were up from $181m to $450m.