Western Digital Stock Price, News & Analysis

Western Digital (Nasdaq: WDC) said management will participate in two investor conferences in early December 2025.

Events: UBS Global Technology and AI Conference on Dec 2, 2025 at 11:55 a.m. PT / 2:55 p.m. ET, and Nasdaq 53rd Investor Conference on Dec 9, 2025 at 12:30 a.m. PT / 3:30 a.m. ET. Both presentations will be available as live webcasts and archived replays via the company’s Investor Relations site at investor.wdc.com.

Western Digital (Nasdaq: WDC) will showcase next-generation storage solutions for AI and HPC at Supercomputing 2025 in St. Louis (Nov 16-21) at Booth #6529.

Key announcements include expanded access to UltraSMR technology via Ultrastar SMR-enabled JBODs (Data60, Data102) delivering up to 3.26 PB in a single Data102 enclosure with 32TB UltraSMR drives, new NVMe-oF RapidFlex controllers and the OpenFlex Data24 disaggregated storage solution to reduce performance bottlenecks, and an expanded Open Composable Compatibility Lab (OCCL) ecosystem with new participants ASUS, Leil Storage, Open-E, Solidigm, and Swiss Vault to accelerate validated, interoperable deployments.

Western Digital (Nasdaq: WDC) reported fiscal Q1 2026 results for the period ended October 3, 2025, with revenue $2.82B (+27% YoY), GAAP diluted EPS $3.07 and non-GAAP diluted EPS $1.78. Gross margin improved to 43.5% GAAP and 43.9% non-GAAP. Cash flow from operations was $672M and free cash flow $599M. The Board raised the quarterly cash dividend by 25% to $0.125 per share, payable Dec 18, 2025 (record Dec 4).

For Q2 FY26 the company provided non-GAAP guidance of $2.9B +/- $100M revenue, non-GAAP gross margin 44%–45%, diluted non-GAAP EPS $1.88 +/- $0.15, and estimated diluted shares ~375M.

Western Digital (Nasdaq: WDC) will report first quarter fiscal 2026 financial results after market close on Thursday, October 30, 2025. The company will host a conference call with the investment community on October 30, 2025 at 1:30 p.m. Pacific / 4:30 p.m. Eastern. A live audio webcast and on‑demand replay will be available at investor.wdc.com.

Western Digital (Nasdaq: WDC) opened an expanded System Integration and Test (SIT) Lab in Rochester, Minnesota on October 13, 2025, a 25,600 square foot facility designed to accelerate qualification and deployment of next‑generation high‑capacity HDDs for AI and cloud workloads.

The lab includes a mini data center environment, expanded testing and dedicated customer spaces, and integrates with a global SIT network that serves more than 2,000 customer systems, aiming to shorten qualification time and improve real‑world validation for customers.

Western Digital (NASDAQ: WDC) has announced its participation in two upcoming investor conferences in September 2025. The company will present at Citi's 2025 Global TMT Conference on September 3 at 9:30 a.m. ET and the Goldman Sachs Communacopia + Technology Conference 2025 on September 10 at 5:25 p.m. ET.

Both presentations will be accessible via live webcast through Western Digital's Investor Relations website, with archived replays available shortly after each event.

Western Digital (NASDAQ:WDC) reported strong fiscal Q4 2025 results with revenue reaching $2.61 billion, up 30% year-over-year. The company achieved GAAP diluted EPS of $0.67 and non-GAAP diluted EPS of $1.66.

For fiscal year 2025, WDC posted revenue of $9.52 billion, representing a 51% increase year-over-year. The company generated $746 million in cash flow from operations and $675 million in free cash flow during Q4. Notable financial moves include a $2.6 billion debt reduction, initiation of a cash dividend ($0.10 per share), and authorization of a $2.0 billion share repurchase program.

Looking ahead to Q1 FY26, Western Digital expects revenue of approximately $2.7 billion (±$100M) with non-GAAP gross margin between 41-42% and non-GAAP EPS of $1.54 (±$0.15).

Western Digital (NASDAQ:WDC) has scheduled the announcement of its fourth quarter and fiscal year 2025 financial results for July 30, 2025, after market close. The company will host a conference call with investors at 1:30 p.m. Pacific/4:30 p.m. Eastern on the same day to discuss the results. Investors can access both the live audio webcast and replay through the company's investor relations website at investor.wdc.com.

Western Digital (WDC) announced major advancements in storage infrastructure at Computex 2025, focusing on AI/ML, disaggregated storage, and software-defined storage solutions. Key announcements include:

The company unveiled OCCL 2.0 (Open Composable Compatibility Lab), an enhanced testing facility in Colorado Springs for fabric-attached devices and software-defined storage, featuring new solutions architectures, disaggregated storage best practices, and SSD partner benchmarking. The lab has partnered with major industry players including Arista Networks, Broadcom, Intel, and NVIDIA.

WDC also introduced two new products: the OpenFlex Data24 4100 EBOF (available CQ3 2025), designed for cloud environments using single-port SSDs, and the Ultrastar Data102 3000 ORv3 JBOD (available CQ4 2025), compliant with Open Rack v3 specifications for improved power efficiency and airflow. Additionally, the company announced expanded SSD vendor qualifications, partnering with DapuStor, Kioxia, Phison, Sandisk, and ScaleFlux.