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WDC $459.22 +1.05%
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WDC · Western Digital Corp
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$459.22 +4.76 (+1.05%)
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$164.70B
Shares
360.54M
Volume · Sep 30 6.96M Avg daily vol (3M) 7.27M
All earnings calls

Earnings call · FY2026 Q2

Western Digital Corp (WDC) Q2 2026 Earnings Call

Concluded Jan 29, 2026
Jan 29, 2026 0 turns
Period
FY2026 Q2
Runtime
—
Sources
2 artifacts
8-K 10-Q

Executive readout · one minute

Call research workspace

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HAMR technology development and qualification 48 AI-driven demand for storage 43 ePMR product ramp and capacity drives 36 Financial performance and capital returns 36 Internal AI adoption and productivity 16 Customer commitments and purchase orders 13

Management tone

Confident

Net tone +65 · low hedging

Grounding quotes
  • “we are seeing a steady acceleration of AI use cases and applications, driving robust ongoing demand for the data infrastructure that enables this growth”
  • “Shipments of our latest ePMR products, offering up to 26TB CMR and 32TB ultra-SMR capacities, continue to grow at an impressive pace. surpassing 2.2 million units in the September quarter”
  • “These commitments underscore both the essential role of our products in the AI data economy and our customers' strong confidence in our product roadmap, including the transition to HEMR technology”
  • “This quarter yet again underscores our business's strong free cash flow generation. We remain confident in the long-term strength of the business and our balance sheet”

Research coverage

2 live sources

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Revenue $3.02B +25.2% YoY
Diluted EPS $4.73 +190.2% YoY
Gross margin 45.7% +8.0 pp YoY
Net income $1.84B +210.1% YoY

Research materials

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8-K earnings release Filed Jan 29, 2026 10-Q report Filed Jan 30, 2026

Quarter detail

How the reported period landed and where the business moved.

Revenue · products & services

Cloud$2.67B +27.5% YoY
Client Devices$176.00M +25.7% YoY
Consumer$168.00M -2.9% YoY

Capital returned

Buybacks · derived
$615.00M
Shares repurchased
3.80M
Dividend / share
$0.13
Full-screen source Call document

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