Western Digital Corp
XMUN:WDC
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Western Digital Corp
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Western Digital Corp
Western Digital makes data storage products that hold and move digital files. Its main products are hard disk drives, solid-state drives, and flash memory products sold under brands such as Western Digital and SanDisk. These products are used in computers, game consoles, external drives, data centers, and other devices that need reliable storage. The company sells to a mix of customers: cloud and enterprise data centers, computer and device makers, retailers, and consumers. It makes money by selling storage hardware and related components through original equipment manufacturers, distributors, and retail channels. In plain terms, Western Digital earns revenue every time a customer buys the drives or memory inside a system, or a finished storage product off the shelf. What makes Western Digital different is its role in the storage layer of the tech stack. It sits between chip makers and end users, turning memory and drive technology into products that store huge amounts of data at low cost or with fast access speeds. That makes it a key supplier for both large-scale data infrastructure and everyday consumer storage.
Western Digital makes data storage products that hold and move digital files. Its main products are hard disk drives, solid-state drives, and flash memory products sold under brands such as Western Digital and SanDisk. These products are used in computers, game consoles, external drives, data centers, and other devices that need reliable storage.
The company sells to a mix of customers: cloud and enterprise data centers, computer and device makers, retailers, and consumers. It makes money by selling storage hardware and related components through original equipment manufacturers, distributors, and retail channels. In plain terms, Western Digital earns revenue every time a customer buys the drives or memory inside a system, or a finished storage product off the shelf.
What makes Western Digital different is its role in the storage layer of the tech stack. It sits between chip makers and end users, turning memory and drive technology into products that store huge amounts of data at low cost or with fast access speeds. That makes it a key supplier for both large-scale data infrastructure and everyday consumer storage.
Strong year: Western Digital said fiscal 2026 was an outstanding year, with revenue up 36% to $12.9 billion, EPS more than doubling to $10.22, and free cash flow of $3.5 billion.
Q4 beat: Fourth-quarter revenue was $3.75 billion, up 44% year over year, and both revenue and earnings came in at or above the high end of guidance.
Margins improved: Q4 gross margin reached 54.4%, helped by higher-capacity drives, better pricing and manufacturing execution, while operating margin rose to 44.2%.
Demand stays strong: Management said demand remains robust across cloud, AI and core storage, with particularly strong interest from hyperscalers, neoclouds, frontier AI labs and physical AI customers.
Outlook raised/strong: For fiscal Q1 2027, WD guided revenue to $4.1 billion, plus or minus $100 million, and EPS to $4, plus or minus $0.15, with gross margin expected at 55% to 56%.
AI tailwind: The company emphasized that inference, Agentic AI and physical AI are creating more data that must be stored, which it sees as a durable driver of HDD demand.
Capital returns: WD returned $3.1 billion to shareholders in fiscal 2026 and said it remains committed to dividends and share repurchases.