Company / Finance

Western Digital Corporation

WDC · NASDAQ

Western Digital reported fiscal 2025 revenue of $6.25 billion and latest reported 10-Q revenue of $6.92 billion. The thesis depends on cloud storage demand, pricing discipline, manufacturing execution and post-separation cash conversion.

Latest ReportMay 20, 2026Western Digital: the AI storage trade still has to survive the hardware cycleView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Western Digital: the AI storage trade still has to survive the hardware cycle

Western Digital reported fiscal 2025 revenue of $6.25 billion and latest reported 10-Q revenue of $6.92 billion. The thesis depends on cloud storage demand, pricing discipline, manufacturing execution and post-separation cash conversion.

May 20, 2026Research reportSlides available
Western Digital CorporationDigital: the AI storage trade still has to survive the hardware May 20, 2026
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Western Digital: the AI storage trade still has to survive the hardware cycleWestern Digital reported fiscal 2025 revenue of $6.25 billion and latest reported 10-Q revenue of $6.92 billion. The thesis depends on cloud storage demand, pricing discipline, manufacturing execution and post-separation cash conversion.NASDAQMay 20, 2026Research reportReadSlides