WDCWestern Digital
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Great business, demanding price
Quality strong, nothing alarming, demanding price, growing in the filings, the market undecided.
Western Digital was founded in 1970 and is a Standard & Poor’s 500 (“S&P 500”) company headquartered in San Jose, California. We are a leading developer, manufacturer, and provider of data storage devices and solutions based on hard disk drive (“HDD”) technology. HDDs are critical components in the worldwide data infrastructure market, powering the digital economy. HDDs provide reliable, cost-effective, high-capacity storage needs for a wide range of applications, ranging from cloud data centers, enterprise storage systems, edge computing, and video surveillance to client and consumer devices.
In the company’s own words · 10-K filed Aug 14, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Western Digital (WDC) reported revenue of $3.75B in Q4 2026 (quarter ended Jul 3, 2026), up 44% from the same quarter a year earlier. That came with a gross margin of 54% and net income of $3.19B (85% of revenue). For the full year FY2026, revenue was $12.9B (+36% year on year) and net income $9.42B. Its largest product in Q4 2026 was Cloud at $3.33B, 89% of the disclosed total, well ahead of Client Devices at 6.0%. The next results filing is expected around Oct 29, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 14, 2026On September 14, 2026, the Company issued a notice (the “Redemption Notice”) calling all outstanding Notes for redemption (the “Redemption”) on November 16, 2026 (the “Redemption Date”) pursuant to Section 16.01 of the Indenture, dated as of November 3, 2023 (the “Indenture”), by and among the Company, Western Digital …Regulation FD disclosure · Form 8-K
- Aug 27, 2026As previously reported on a Current Report on Form 8-K filed the morning of August 26, 2026 (the “Original Form 8-K”), Western Digital Corporation (the “Company”) entered into separate, privately negotiated exchange agreements with certain holders of its 3.00% Convertible Senior Notes due 2028 (the “Notes”), pursuant …Unregistered sale of equity · Form 8-K/A
- Aug 26, 2026On August 26, 2026, Western Digital Corporation (the “Company”) entered into separate, privately negotiated exchange agreements (the “Exchange Agreements”) with certain holders of its 3.00% Convertible Senior Notes due 2028 (the “Notes”)Unregistered sale of equity · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q4 2026 · $3.75BThe company’s own SEC segment disclosure.
- Cloud$3.33B89%
- Client Devices$225.0M6%
- Consumer$187.0M5%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
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