WDC
Western Digital·NASDAQ
--
--(--)
--
--(--)
WDC fundamentals
Western Digital (WDC) released its earnings on Jan 29, 2026: revenue was 3.02B (YoY -29.59%), beat estimates; EPS was 2.13 (YoY +59.25%), beat estimates.
Revenue / YoY
3.02B
-29.59%
EPS / YoY
2.13
+59.25%
Report date
Jan 29, 2026
WDC Earnings Call Summary for Q2,2026
- Revenue Growth: Q2 revenue $3B (+25% YoY), Q3 guidance $3.2B (+40% YoY), driven by hyperscale demand for ePMR/HAMR drives.
- Gross Margin Expansion: 46.1% in Q2 (770bps YoY), guided to 47-48% in Q3, supported by 10% YoY cost per terabyte reduction.
- Customer Commitment: LTAs with top seven customers through 2026, and three customers with agreements extending to 2027-2028.
- Innovation Momentum: 3.5M ePMR units shipped, HAMR qualification underway, and 50% of nearline portfolio now UltraSMR.
- Cash Flow Strength: $653M free cash flow in Q2, $1.4B returned to shareholders, with plans to reduce debt via SanDisk share monetization.
EPS
Actual | 0.6423 | 0.9294 | 0.4912 | 0.5214 | 0.7707 | 1.6321 | 1.8815 | 1.7379 | 1.2468 | 1.345 | 0.1511 | -0.3174 | -1.0352 | -1.4961 | -1.3299 | -0.5214 | 0.476 | 1.0881 | 1.345 | 1.3375 | 1.36 | 1.66 | 1.78 | 2.13 | ||||||||||||||||
Forecast | 0.6981 | 0.9249 | 0.4136 | 0.4044 | 0.5171 | 1.1443 | 1.849 | 1.6064 | 1.1234 | 1.3124 | 0.2861 | -0.1113 | -1.1873 | -1.5259 | -1.4428 | -0.8455 | 0.164 | 0.8922 | 1.2943 | 1.3481 | 1.1178 | 1.4814 | 1.5889 | 1.9304 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -7.99% | +0.49% | +18.76% | +28.93% | +49.04% | +42.63% | +1.76% | +8.19% | +10.98% | +2.48% | -47.19% | -185.18% | +12.81% | +1.95% | +7.83% | +38.33% | +190.24% | +21.96% | +3.92% | -0.79% | +21.67% | +12.06% | +12.03% | +10.34% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.17B | 4.29B | 3.92B | 3.94B | 4.14B | 4.92B | 5.05B | 4.83B | 4.38B | 4.53B | 3.74B | 3.11B | 2.80B | 2.67B | 2.75B | 3.03B | 3.46B | 3.76B | 4.09B | 4.29B | 2.29B | 2.60B | 2.82B | 3.02B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.18B | 4.34B | 3.83B | 3.88B | 3.97B | 4.55B | 5.06B | 4.81B | 4.34B | 4.57B | 3.59B | 2.98B | 2.70B | 2.53B | 2.66B | 3.00B | 3.37B | 3.75B | 4.12B | 4.26B | 2.31B | 2.47B | 2.73B | 2.93B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.02% | -1.21% | +2.28% | +1.52% | +4.11% | +8.21% | -0.10% | +0.39% | +0.85% | -0.85% | +4.13% | +4.31% | +3.67% | +5.77% | +3.57% | +1.09% | +2.57% | +0.49% | -0.50% | +0.57% | -0.90% | +5.38% | +3.21% | +2.99% |
Earnings Call
You can ask Aime
What were the key takeaways from Western Digital’s earnings call?What is Western Digital's latest dividend and current dividend yield?What were the key takeaways from Western Digital's earnings call?What is Western Digital's gross profit margin?What is the market's earnings forecast for Western Digital next quarter?Did Western Digital beat or miss consensus estimates last quarter?What guidance did Western Digital's management provide for the next earnings period?What is the revenue and EPS growth rate for Western Digital year over year?
ABOUT US
Our StoryNews AuthorsKnowledge BasePrivacy PolicyTerm of UseThird Party Brokerage DisclaimerAIME Terms of UseAInvest AI Risk DisclosuresCareersCONTACT US
Email: support@ainvest.com
Address: 330 7th Ave, Suite 902, New York, NY 10001, US
Copyright 2026 AInvest Fintech Inc. All rights reserved.
