WDC
Western Digital·NASDAQ
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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 factors drove the changes in Western Digital's revenue and profit?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 market's earnings forecast for Western Digital next quarter?What is the revenue and EPS growth rate for Western Digital year over year?What does Western Digital do and what are its main business segments?What is Western Digital's gross profit margin?What were the key takeaways from Western Digital's earnings call?
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