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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.
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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