Western Digital Posts Strong Q4 Results and Ahead-Consensus Guidance
Western Digital reported fiscal fourth-quarter revenue of $3.75 billion, up 44% year over year, with adjusted EPS of $3.56 nearly 8% above estimates and guidance ahead of consensus. Exabyte shipment growth was 22% year over year but below expectations, with pricing driving the outperformance. Long-term customer agreements extend through 2031, and it expects to begin shipping 44 terabyte HAMR drives in the first half of 2027.