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Company research8 Apr 2024
Companies That Had Their IPO in 1995: The Internet Hype Ramps Up
An overview of the general market sentiment and IPO landscape during 1995 as internet and tech companies were gaining traction.
Western Digital
Western Digital (WDC) investor relations material
Western Digital Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary27 Mar, 2026
Strategic vision and market positioning
Aims to be the market leader in data storage, focusing on unleashing the power and value of data for customers and shareholders.
Prioritizes innovation, excellence, and customer connection to drive long-term value creation.
Positioned as a cloud-centric company with accelerating AI opportunities, leveraging technology and product leadership.
Market trends and growth drivers
AI and cloud storage markets are projected to grow at over 25% CAGR through 2030.
80% of cloud storage relies on HDDs, highlighting their foundational role in data infrastructure.
90% of revenues are derived from cloud-related business, emphasizing strong alignment with market demand.
Technology and product innovation
Reinventing HDDs with new technologies such as HAMR, ePMR, and UltraSMR to deliver higher capacities (up to 100TB+ by 2032).
UltraSMR and OptiNAND technologies provide a durable competitive advantage, enabling up to 20% capacity increase via software.
High bandwidth drive technology and intelligent platforms integrate SSD, HDD, and software-defined abstraction.
HAMR transition and 100TB roadmap execution
Path to achieving the $20 EPS long-term target
SSD and HDD integration in intelligent platforms
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Latest events from Western Digital
- AI-driven demand and innovation fuel long-term growth, strong margins, and robust capital returns.WDC
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar 2026 - Roadmap to 100TB+ HDDs, >20% revenue CAGR, and >$20 EPS targets long-term AI/cloud growth.WDCInnovation Day 20263 Feb 2026
- Q2FY26 revenue up 25% to $3.02B, with strong cloud growth and expanding margins.WDCQ2 20263 Feb 2026
- Q4 revenue surged 41% year-over-year, with strong cloud demand and margin expansion.WDCQ4 20242 Feb 2026
- NAND shifts to premium nodes, capital discipline, and QLC innovation for AI-driven growth.WDCStatus Update1 Feb 2026
- AI-driven storage demand and cost discipline support growth as the company prepares to split.WDCBofA Securities 2024 Global Technology Conference31 Jan 2026
- Separation of HDD and flash units advances, with strong demand and innovation driving future growth.WDCCiti's Global TMT Conference 202422 Jan 2026
- AI-driven demand and technology innovation position both Flash and HDD for strong growth.WDCGoldman Sachs Communacopia + Technology Conference21 Jan 2026
- Revenue up 49% year-over-year, led by cloud and enterprise storage demand and margin gains.WDCQ1 202518 Jan 2026
Next Western Digital earnings date
Q3 202629 Apr, 2026
Western Digital
Next Western Digital earnings date
Q3 202629 Apr, 2026
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anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
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@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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