WDC Western Digital
Hard drives for AI data storage
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
WDC · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-10-22EarningsBeat / raise
Reported EPS 4.64 vs 4.1 expected (+13.2% surprise).
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7
2026-08-05EarningsBeat / raise
Reported EPS 3.56 vs 3.3 expected (+7.9% surprise).
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6
2026-04-30EarningsBeat / raise
Reported EPS 2.72 vs 2.39 expected (+13.6% surprise).
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5
2026-01-29EarningsBeat / raise
Reported EPS 2.13 vs 1.93 expected (+10.5% surprise).
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4
2025-10-30EarningsBeat / raise
Reported EPS 1.78 vs 1.58 expected (+12.9% surprise).
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3
2025-07-30EarningsBeat / raise
Reported EPS 1.66 vs 1.48 expected (+12.1% surprise).
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2
2025-04-30EarningsBeat / raise
Reported EPS 1.36 vs 1.11 expected (+22.7% surprise).
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1
2025-01-29EarningsMiss / cut
Reported EPS 1.77 vs 1.82 expected (-2.7% surprise).
Latest headlines
Auto-updated daily- What Could Lift Western Digital Stock?2026-10-30
- Sandisk Sinks 9% Despite Earnings Beat, Raised Guidance and 8-for-1 Split; Western Digital Tumbles 8%, Seagate Slides 7%, Micron Falls 6%2026-10-30
- The Zacks Analyst Blog Highlights Western Digital and Seagate Technology2026-10-30
- Seagate vs. Western Digital: Which AI Storage Stock Wins?2026-10-29
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-22 | 4.1 | 4.64 | +13.2% |
| 2026-08-05 | 3.3 | 3.56 | +7.9% |
| 2026-04-30 | 2.39 | 2.72 | +13.6% |
| 2026-01-29 | 1.93 | 2.13 | +10.5% |
| 2025-10-30 | 1.58 | 1.78 | +12.9% |
| 2025-07-30 | 1.48 | 1.66 | +12.1% |
| 2025-04-30 | 1.11 | 1.36 | +22.7% |
| 2025-01-29 | 1.82 | 1.77 | −2.7% |
| 2024-10-24 | 1.71 | 1.78 | +4.0% |
| 2024-07-31 | 1.17 | 1.44 | +23.1% |
| 2024-04-25 | 0.15 | 0.63 | +311.6% |
| 2024-01-25 | -1.1 | -0.69 | +37.0% |
| 2023-10-30 | -1.9 | -1.76 | +7.4% |
| 2023-07-31 | -2.02 | -1.98 | +2.1% |
| 2023-05-08 | -1.56 | -1.37 | +12.3% |
| 2023-01-31 | -0.13 | -0.42 | −225.0% |
| 2022-10-27 | 0.39 | 0.2 | −49.0% |
| 2022-08-05 | 1.72 | 1.78 | +3.2% |
| 2022-04-28 | 1.5 | 1.65 | +10.3% |
| 2022-01-27 | 2.12 | 2.3 | +8.3% |
| 2021-10-28 | 2.44 | 2.49 | +1.9% |
| 2021-08-04 | 1.5 | 2.16 | +44.0% |
| 2021-04-29 | 0.68 | 1.02 | +49.2% |
| 2021-01-28 | 0.54 | 0.69 | +29.0% |
About Western Digital
Website ↗Western Digital Corporation engages in the development, manufacture, and sale of data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa. The company offers internal HDDs, data center drives, data center platforms, external drives, portable drives, NAS for home and office, and accessories. It sells its data storage devices and solutions through its computer sales personnel, dealers, distributors, retailers, and subsidiaries. The company has a collaboration with Open Quantum Design for the development of quantum error correction technology and related systems to advance reliable quantum computing. Western Digital Corporation was founded in 1970 and is headquartered in San Jose, California.
AI training data and inference logs need exabytes of storage. Two companies make nearly all hard drives and a few make NAND, so supply is slow to follow demand.
What would prove us wrong. Weakens if NAND and HDD makers add capacity faster than AI storage demand grows.
Who else supplies this
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.