WDC
Western Digital·NASDAQ
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WDC fundamentals
Western Digital (WDC) released its earnings on Oct 30, 2025: revenue was 2.82B (YoY -31.14%), beat estimates; EPS was 1.78 (YoY 0.00%), beat estimates.
Revenue / YoY
2.82B
-31.14%
EPS / YoY
1.78
0.00%
Report date
Oct 30, 2025
WDC Earnings Call Summary for Q1,2026
Key Takeaways:
- Revenue Surge: $2.8B (+27% YoY), driven by hyperscale demand and 2.2M ePMR/UltraSMR units.
- Profitability Boost: 43.9% gross margin (660bps YoY), with $599M free cash flow.
- Strategic Investments: New test lab accelerates product development; HAMR qualification begins in H1 2026.
- Customer Confidence: 5/7 hyperscale with FY26 POs, 1 with FY27 agreement, and 25% dividend increase.
- AI Growth Driver: 23% exabyte CAGR expected, with HDDs retaining 80% of data center storage share.
EPS
Revenue
Revenue & Expenses
WDC has released its 2026 Q1 earnings report, with revenue of 2.82B, reflecting a YoY change of 27.40%, and net profit of 1.18B, showing a YoY change of 139.76%. The Sankey diagram below clearly presents WDC's revenue sources and cost distribution.
Key Indicators
Western Digital (WDC) key financial stats and ratios, covering profitability, financial health, and leverage.
Western Digital (WDC)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Western Digital (WDC)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Western Digital (WDC)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Western Digital (WDC) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Western Digital (WDC) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What factors drove the changes in Western Digital's revenue and profit?What does Western Digital do and what are its main business segments?What is Western Digital's latest dividend and current dividend yield?What is the revenue and EPS growth rate for Western Digital year over year?What guidance did Western Digital's management provide for the next earnings period?Did Western Digital beat or miss consensus estimates last quarter?What is the market's earnings forecast for Western Digital next quarter?What were the key takeaways from Western Digital’s earnings call?
