Western Digital
Western Digital, also known as Western Digital Corporation, a Publicly Owned company headquartered in the US, founded in 1970 and employing approximately 26,400 individuals, reported $9.5B in revenue as of 2025. Its main product is consumer electronics, with the company specializing in creating data storage solutions.

2025 Revenue

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Founded

1970

Headcount

26,396

Headquarters

US

Primary Segment

Consumer electronics

Ownership

Publicly Owned

News Summary:

On May 2, 2026, Western Digital reported Q1 CY2026 results, surpassing market revenue expectations with sales up 45.5% year-on-year to $3.34 billion. The company also issued Q2 revenue guidance of $3.65 billion at the midpoint, which was 4.8% above analyst forecasts, emphasizing AI storage demand and its product roadmap. Earlier on May 1, Sandisk delivered third-quarter fiscal 2026 non-GAAP earnings of $23.41 per share, beating the Zacks Consensus Estimate by 61.4%. Revenues surged 251% year-over-year to $5.95 billion, topping estimates by 43.3%, reversing a loss from the prior year. This strong performance, combined with a new customer contract model, led analysts to view SanDisk more favorably, with some suggesting reduced exposure to industry swings. Later that day, Western Digital announced its fiscal third-quarter 2026 results, with sales of US$3337 million and net income of US$3205 million, both significantly higher year-over-year. The company reported EPS gains and a dividend increase, noting margin expansion above 50% and a focus on AI-driven demand for high-capacity HDDs and UltraSMR technology. Concurrently, Sandisk introduced multi-year supply agreements, securing over US$42 billion in long-term commitments as it pivots to AI data centers and aims to reshape earnings.

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Western Digital offers 3 products in the media tech and media and telecoms services industries. Western Digital's product portfolio comprises of media cloud and storage, consumer electronics and content acquisition.
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Western Digital's revenues were $9.5B in 2025. Caretta Research has split Western Digital's revenue into 3 different product categories, the largest of which is consumer devices, which represents 100% of Western Digital's revenue.
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