WDC — Western Digital
Western Digital: what they do, key numbers, and conditions we are monitoring.
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WDC — Western Digital
Hard Disk Drives (Pure-Play HDD) • Monitoring
What They Do
Western Digital is a pure-play HDD company after spinning off its SanDisk flash/SSD business in early 2025. Cloud and datacenter nearline drives are the core product. WDC is one of two remaining HDD manufacturers globally alongside Seagate, forming a structural duopoly.
Key Numbers
| FY2025 Revenue Growth | +51% YoY |
| Cloud Revenue Mix | 89% of total (Q2 FY2026) |
| 2026 HDD Capacity | SOLD OUT |
| Multi-Year Contracts | Confirmed with 3 top customers through 2027-2028 |
| Next Earnings | Apr 30, 2026 |
What We’re Watching
- Q3 FY2026 earnings and cloud revenue trajectory vs Seagate
- HAMR or equivalent technology roadmap (currently behind Seagate Mozaic)
- Duopoly pricing dynamics as both manufacturers report sold-out capacity
Sources: Western Digital 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (WDC)
Last Updated: April 17, 2026
This page contains publicly available information organized for research purposes. It is not investment advice, analysis, or a recommendation. Do your own work.