WDC · Western Digital Corp
$508.80
+21.51 (+4.41%)
At close · Aug 14
Market Cap
$156.52B
Shares
344.68M
Western Digital Corp Earnings Call Transcripts
Every quarterly earnings call for Western Digital Corp (WDC) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼8%
$4.53B
$347.00M
'22 Q4
22-08-05
▼26%
$3.74B
$47.00M
'23 Q1
23-01-31
▼35.7%
$3.11B
−$451.00M
'23 Q2
23-01-31
▼36%
$2.80B
−$571.00M
'23 Q3
23-07-31
▼174.9%
$
−$709.00M
'23 Q4
23-10-30
▼68%
$1.19B
−$685.00M
'24 Q1
24-01-25
▼56%
$1.37B
−$287.00M
'24 Q2
24-04-25
▼37.5%
$1.75B
$135.00M
'24 Q3
24-07-31
·
$2.00B
$39.00M
'24 Q4
24-10-24
▲85.3%
$2.21B
$493.00M
'25 Q1
25-01-29
▲76.2%
$2.41B
$594.00M
'25 Q2
25-04-30
▲30.9%
$2.29B
$520.00M
'25 Q3
25-07-30
▲30%
$2.60B
$282.00M
'25 Q4
25-10-30
▲27.4%
$2.82B
$1.18B
'26 Q1
26-01-29
LATEST
▲25.2%
$3.02B
$1.84B
'26 Q2
26-04-30
Earnings call
FY26 · Q4
2026-08-05
Western Digital Fourth Quarter Fiscal 2026 Earnings Call
Confident tone
AI-driven storage demand
Fiscal 2026 financial results
Customer engagements and LTAs
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-06-03
2026 Evercore Global TMT Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-04-30
Western Digital Corp Q2 FY2026 Earnings Call
Confident tone
HAMR technology development
ePMR product ramp
AI-driven demand for storage
Revenue
$3.02B
▲ 25.2% YoY Diluted EPS
$4.73
▲ 190.2% YoY Gross margin
45.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-01-29
Western Digital Corp Q1 FY2026 Earnings Call
Confident tone
HAMR technology development and qualification
AI-driven demand for storage
ePMR product ramp and capacity drives
Revenue
$2.82B
▲ 27.4% YoY Diluted EPS
$3.07
▲ 127.4% YoY Gross margin
43.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-10-30
Western Digital Corp Q4 FY2025 Earnings Call
Confident tone
Capacity ramp and product portfolio
Financial performance and profitability
HAMR technology roadmap
Revenue
$2.60B
▲ 30% YoY Diluted EPS
$0.75
▲ 837.5% YoY Gross margin
41.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-07-30
Western Digital Corp Q3 FY2025 Earnings Call
Confident tone
Cloud / hyperscale demand strength
Long-term agreements with customers
HAMR technology roadmap
Revenue
$2.29B
▲ 30.9% YoY Diluted EPS
$1.42
▲ 305.7% YoY Gross margin
39.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-04-30
Western Digital Corp Q2 FY2025 Earnings Call
Positive tone
Separation of Flash and HDD businesses
Flash pricing headwinds and oversupply
HDD near-line and Ultra SMR momentum
Revenue
$2.41B
▲ 76.2% YoY Diluted EPS
$1.63
Gross margin
37.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-01-29
Western Digital Corp Q1 FY2025 Earnings Call
Confident tone
AI Data Cycle / Storage Demand
Enterprise SSD Growth
UltraSMR / HDD Technology
Revenue
$2.21B
▲ 85.3% YoY Diluted EPS
$1.35
Gross margin
36.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-10-24
Western Digital Corp Q4 FY2024 Earnings Call
Confident tone
Flash product portfolio and innovation
HDD technology and capacity leadership
AI Data Cycle demand
Revenue
$2.00B
Diluted EPS
$0.08
Gross margin
34.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-07-31
Western Digital Corp Q3 FY2024 Earnings Call
Confident tone
Separation of flash and HDD businesses
Flash business update
Quarterly financial results
Revenue
$1.75B
▼ 37.5% YoY Diluted EPS
$0.35
Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-04-25
Western Digital Corp Q2 FY2024 Earnings Call
Confident tone
Flash cycle management and pricing
HDD nearline recovery and UltraSMR
Financial performance and free cash flow
Revenue
$1.37B
▼ 56% YoY Diluted EPS
$-0.92
Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-01-25
Western Digital Corp Q1 FY2024 Earnings Call
Positive tone
Flash / NAND Market Recovery
Inventory and Supply Discipline
HDD Business Performance
Revenue
$1.19B
▼ 68% YoY Diluted EPS
$-2.17
▼ 3688.6% YoY Gross margin
20.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-10-30
Western Digital Corp Q4 FY2023 Earnings Call
Revenue
$*
▼ 174.9% YoY Gross margin
11.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-07-31
Western Digital Corp Q3 FY2023 Earnings Call
Revenue
$2.80B
▼ 36% YoY Diluted EPS
$-1.38
▼ 2375% YoY Gross margin
10.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-01-31
Western Digital Corp Q2 FY2023 Earnings Call
Revenue
$3.11B
▼ 35.7% YoY Diluted EPS
$-1.07
▼ 179.3% YoY Gross margin
17.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-01-31
Western Digital Corp Q1 FY2023 Earnings Call
Revenue
$3.74B
▼ 26% YoY Diluted EPS
$0.06
▼ 95.9% YoY Gross margin
26.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-05
Western Digital Corp Q4 FY2022 Earnings Call
Revenue
$4.53B*
▼ 8% YoY Gross margin
31.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-04-30
Western Digital Corp Q3 FY2022 Earnings Call
Revenue
$4.38B
▲ 5.9% YoY Diluted EPS
$0.06
▼ 87.3% YoY Gross margin
27.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-04-28
Western Digital Corp Q2 FY2022 Earnings Call
Revenue
$4.83B
▲ 22.6% YoY Diluted EPS
$1.35
▲ 795% YoY Gross margin
32.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-01-27
Western Digital Corp Q1 FY2022 Earnings Call
Revenue
$5.05B
▲ 28.8% YoY Diluted EPS
$1.46
Gross margin
33.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-10-28
Western Digital Corp Q4 FY2021 Earnings Call
Revenue
$4.92B*
▲ 14.8% YoY Gross margin
31.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-04-30
Western Digital Corp Q3 FY2021 Earnings Call
Revenue
$4.14B
▼ 0.9% YoY Diluted EPS
$0.48
▲ 950% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-04-29
Western Digital Corp Q2 FY2021 Earnings Call
Revenue
$3.94B
▼ 6.9% YoY Diluted EPS
$0.15
Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-01-28
Western Digital Corp Q1 FY2021 Earnings Call
Revenue
$3.92B
▼ 2.9% YoY Diluted EPS
$-0.15
Gross margin
23.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-10-28
Western Digital Corp Q4 FY2020 Earnings Call
Revenue
$4.29B
▲ 18% YoY Diluted EPS
$0.37
Gross margin
25.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-04-30
Western Digital Corp Q3 FY2020 Earnings Call
Revenue
$4.17B
▲ 13.6% YoY Diluted EPS
$0.05
Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-04-30
Western Digital Corp Q2 FY2020 Earnings Call
Revenue
$4.23B
▲ 0% YoY Diluted EPS
$-0.36
Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-01-30
Western Digital Corp Q1 FY2020 Earnings Call
Revenue
$4.04B
▼ 19.6% YoY Diluted EPS
$-0.70
▼ 154.4% YoY Gross margin
18.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts
CIK
106040
CUSIP
958102105
13F (30d)
1670 filings
1631 filers
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