Welcome to our dedicated page for Western Digital news (Ticker: WDC), a resource for investors and traders seeking the latest updates and insights on Western Digital stock.
Western Digital builds storage infrastructure centered on hard disk drives for hyperscalers, cloud service providers, enterprises, and other data-intensive customers. Company news commonly covers operating and financial results, demand tied to AI-driven data growth, balance-sheet actions, dividend updates, and customer engagement across end markets.
Updates also address WD's sustainability reporting, energy-efficient storage density, responsible business practices, and product portfolio changes. Recent company materials describe WD as a standalone HDD company after the completed separation of its Flash business into Sandisk, with branded HDD and external storage offerings including G-DRIVE, WD Gold, WD Purple, WD Red, WD Blue, and WD_BLACK.
WD (Nasdaq: WDC) reported strong results for its fiscal fourth quarter ended July 3, 2026, with revenue of $3.75 billion, up 44% year-over-year and 12% sequentially. GAAP gross margin reached 54.1% and non-GAAP gross margin 54.4%. GAAP operating income was $1.56 billion (41.7% margin) and non-GAAP operating income $1.66 billion (44.2% margin). GAAP diluted EPS was $8.21, while non-GAAP diluted EPS was $3.56. Operating cash flow in Q4 was $1.39 billion and free cash flow $1.28 billion.
For fiscal year 2026, WD generated revenue of $12.92 billion, up 36% year-over-year, with GAAP gross margin of 48.9% and non-GAAP gross margin of 49.1%. GAAP diluted EPS rose to $24.28, and non-GAAP diluted EPS to $10.22. The balance sheet showed total assets of $13.86 billion, total liabilities of $5.00 billion and shareholders’ equity of $8.86 billion, with long-term debt reduced to zero and only $1.05 billion of current debt outstanding.
For fiscal Q1 2027, WD expects non-GAAP revenue of about $4.1 billion (up 42%–49% year-over-year), non-GAAP gross margin of 55%–56% and non-GAAP EPS of $4.00 ± $0.15. The board declared a quarterly cash dividend of $0.15 per share, payable September 17, 2026 to shareholders of record on September 8, 2026.
Western Digital (Nasdaq: WDC) announced that its Malaysia operations received three major sustainability recognitions linked to advancing more efficient AI data infrastructure. WD Malaysia was named Company of the Year (Manufacturing & Technology) for Green Innovation & Sustainability Transformation at the Sustainability & CSR Malaysia Awards 2026.
At the Asia Sustainability Personality Awards 2026, Dr. Chandramogan Anamirtham, SVP Global Operations, received the ESG Visionary Leader Award, and Ts. Freddy Kho, Manager of Environmental Health & Safety, received the Sustainability Practitioner Award. According to Western Digital, its Malaysia sites support global targets of 100% carbon-free energy by FY30 and net zero Scope 1 and 2 emissions by FY32, including 100% market-based Scope 2 emissions reduction at its Sarawak site since FY2024 via a REC agreement with Sarawak Energy.
Western Digital (Nasdaq: WDC) will release its fourth quarter and fiscal year 2026 financial results after market close on Wednesday, August 5, 2026. The company will host a conference call the same day at 1:30 p.m. Pacific / 4:30 p.m. Eastern, with a live and replay webcast available at investor.wdc.com.
WD (Nasdaq: WDC) is using Computex 2026 to highlight that AI infrastructure must be designed as a data system, not just compute. The company will present an AI storage keynote and demonstrate advanced HDDs, JBOD platforms, and tiered architectures optimized for scalable, economical AI data growth.
Showcased solutions include Ultrastar high-capacity HDDs with High Bandwidth and Dual Pivot Drive technologies targeting up to 4x throughput, new Ultrastar Data 3000 JBODs with ArcticFlow and IsoVibe, and tiered storage built on Ceph, IBM Storage Scale and XTAO.
Western Digital (Nasdaq: WDC) appointed veteran technology executive Manuvir Das to its board of directors, effective May 26, 2026. Das brings experience in enterprise AI, data infrastructure, and cloud computing from senior roles at NVIDIA, Dell EMC, and Microsoft.
He currently serves as an Operating Partner in Stonepeak’s Digital Infrastructure group. His background includes leading NVIDIA’s enterprise computing and AI strategy, Dell EMC’s unstructured data storage business, and early engineering work on Microsoft Azure. With this appointment, Western Digital’s board now includes nine directors, eight of whom are external and independent.
Western Digital (Nasdaq: WDC) released survey results from 200 top global customers and distributors on AI infrastructure planning. Respondents show a clear shift toward proven, scalable, and cost-efficient storage for continuous AI data systems.
Key findings include strong emphasis on reliability, capacity expansion, and total cost of ownership, with HDD-based infrastructure remaining the majority of storage capacity in many data centers.
Western Digital (Nasdaq: WDC) introduced Ultrastar DC HC6100 UltraSMR hard drives that it positions as the industry’s first with post-quantum cryptography (PQC) for secure boot and firmware protection. The drives, now in qualification with multiple hyperscale customers, focus on device-level trust for long-lived AI data.
WD uses NIST-approved ML-DSA-87 (FIPS 204) with dual-signing via RSA-3072, supported by PQC-capable PKI and HSM workflows to manage keys, rotation, and rollback. The company plans to extend PQC features across additional enterprise hard drive lines over time.
Western Digital (Nasdaq: WDC) has been added, for the first time, to the 2026 S&P Dow Jones Best‑in‑Class Index (DJ BIC) North America, effective May 1, 2026. The index recognizes sustainability leaders among the largest 600 companies in the S&P Global Broad Market Index.
According to Western Digital, its inclusion reflects performance across environmental, social, governance and economic pillars, and its role in enabling sustainable, energy‑efficient AI infrastructure. Within Technology Hardware and Equipment, Western Digital is one of only seven U.S. companies selected and also holds a CDP A‑ Leadership climate rating.
Western Digital (Nasdaq: WDC) announced on May 5, 2026 that it entered exchange agreements to receive 1,865,801 shares of WDC common stock in exchange for 653,203 shares of Sandisk common stock. The exchanges are expected to settle on May 7, 2026, subject to customary closing conditions.
After settlement, WDC will continue to own 1,038,681 shares of Sandisk, which it intends to dispose of via additional exchanges for WDC debt, exchanges for outstanding WDC common stock, and/or distributions to WDC stockholders as dividends.
Western Digital (Nasdaq: WDC) reported Q3 FY2026 results: revenue $3.34B (+45% YoY), GAAP gross margin 50.2%, GAAP diluted EPS $8.20 and non-GAAP diluted EPS $2.72. Cash flow from operations was $1.12B and free cash flow $978M. The board raised the quarterly cash dividend 20% to $0.15 per share.
For Q4 FY2026 the company expects revenue of $3.65B midpoint (±$100M), non-GAAP gross margin 51%–52% and non-GAAP EPS around $3.25.