Western Digital (WDC) official guidance
Western Digital (WDC) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteWDCWESTERN DIGITAL CORPQ2 FY2027 · ends 2027-01-01
6 metrics1 new5 maintainedearnings call · 7d
2026-10-22 22:06:45 UTC380Mmaintained
As a result, we expect diluted earnings per share to be $5.80 ± $0.20, based on a non-GAAP diluted share count of 380 million shares.
WDC · transcript · Q1 FY2027
2026-10-22 22:06:00 UTCOpen source
2026-10-22 20:05:23 UTC380Mnew
| Diluted weighted average shares | ~ 380M |
WDC · EX-99.1 · Q1 FY2027
2026-10-22 20:04:29 UTCOpen source
2026-10-22 22:06:45 UTC17%maintained
The tax rate is expected to be 17%.
WDC · transcript · Q1 FY2027
2026-10-22 22:06:00 UTCOpen source
2026-10-22 20:05:23 UTC17%new
| Tax rate | ~ 17% |
WDC · EX-99.1 · Q1 FY2027
2026-10-22 20:04:29 UTCOpen source
2026-10-22 22:06:45 UTC$5.8maintained
As a result, we expect diluted earnings per share to be $5.80 ± $0.20, based on a non-GAAP diluted share count of 380 million shares.
WDC · transcript · Q1 FY2027
2026-10-22 22:06:00 UTCOpen source
2026-10-22 20:05:23 UTC$5.8new
| Diluted net income per common share | $5.80 +/- $0.20 |
WDC · EX-99.1 · Q1 FY2027
2026-10-22 20:04:29 UTCOpen source
2026-10-22 22:06:45 UTC60% – 61%maintained
Gross margin is expected to be in the range of 60%-61% as we continue to benefit from the shift to higher capacity drives, along with a strong pricing environment.
WDC · transcript · Q1 FY2027
2026-10-22 22:06:00 UTCOpen source
2026-10-22 20:05:23 UTC60% – 61%new
| Gross margin | 60% - 61% |
WDC · EX-99.1 · Q1 FY2027
2026-10-22 20:04:29 UTCOpen source
2026-10-22 22:06:45 UTC$15Mmaintained
Interest and other expenses are expected to be $15 million.
WDC · transcript · Q1 FY2027
2026-10-22 22:06:00 UTCOpen source
2026-10-22 20:05:23 UTC$15Mnew
| Interest and other expense, net | ~ $15M |
WDC · EX-99.1 · Q1 FY2027
2026-10-22 20:04:29 UTCOpen source
2026-10-22 22:06:45 UTC30%new
Customer adoption is progressing ahead of prior transitions, and we expect this platform to represent close to 30% of our nearline shipments by the second quarter and 50% by the third quarter of fiscal 2027.
WDC · transcript · Q1 FY2027
2026-10-22 22:06:00 UTCOpen source
WDCWESTERN DIGITAL CORPQ3 FY2027 · ends 2027-04-02
1 metric1 maintainedearnings call · 7d
2026-10-22 22:06:45 UTC50%maintained
Customer adoption is progressing ahead of prior transitions, and we expect this platform to represent close to 30% of our nearline shipments by the second quarter and 50% by the third quarter of fiscal 2027.
WDC · transcript · Q1 FY2027
2026-10-22 22:06:00 UTCOpen source
2026-08-06 04:01:01 UTC50%new
Right now, we are very much on track to hit 50% of nearline bits on that platform by third quarter of fiscal year 2027.
WDC · transcript · Q4 FY2026
2026-08-06 04:00:00 UTCOpen source
WDCWESTERN DIGITAL CORPQ2 FY2027 · ends 2027-01-01
2 metrics2 maintainedearnings call · 7d
2026-10-22 22:06:45 UTC$400M – $410Mmaintained
We anticipate operating expenses of $400 million to $410 million, a sequential increase driven by the project expenses related to increased product qualification activities.
WDC · transcript · Q1 FY2027
2026-10-22 22:06:00 UTCOpen source
2026-10-22 20:05:23 UTC$400M – $410Mnew
| Operating expenses | $400M - $410M |
WDC · EX-99.1 · Q1 FY2027
2026-10-22 20:04:29 UTCOpen source
2026-10-22 22:06:45 UTC$5.1Bmaintained69% vs Q2 FY2026
For the second quarter of fiscal 2027, we expect revenue to be $5.1 billion ± $100 million.
WDC · transcript · Q1 FY2027
2026-10-22 22:06:00 UTCOpen source
2026-10-22 20:05:23 UTC$5.1Bnew69% vs Q2 FY2026
| Revenue | $5.1B +/- $100M |
WDC · EX-99.1 · Q1 FY2027
2026-10-22 20:04:29 UTCOpen source
WDCWESTERN DIGITAL CORPQ1 FY2027 · ends 2026-10-02
7 metrics7 maintainedearnings call · 2026-08-06 04:01:01 UTC
2026-08-06 04:01:01 UTC388Mmaintained
As a result, we expect diluted earnings per share to be $4, ±$0.15, based on a non-GAAP diluted share count of 388 million shares.
WDC · transcript · Q4 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:05:19 UTC388Mnew
| Diluted weighted average shares | ~ 388M |
WDC · EX-99.1 · Q4 FY2026
2026-08-05 20:04:35 UTCOpen source
2026-08-06 04:01:01 UTC17%maintained
The tax rate is expected to be 17%.
WDC · transcript · Q4 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:05:19 UTC17%new
| Tax rate | ~ 17% |
WDC · EX-99.1 · Q4 FY2026
2026-08-05 20:04:35 UTCOpen source
2026-08-06 04:01:01 UTC$4maintained
As a result, we expect diluted earnings per share to be $4, ±$0.15, based on a non-GAAP diluted share count of 388 million shares.
WDC · transcript · Q4 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:05:19 UTC$4new
| Diluted net income per common share | $4.00 +/- $0.15 |
WDC · EX-99.1 · Q4 FY2026
2026-08-05 20:04:35 UTCOpen source
2026-08-06 04:01:01 UTC55% – 56%maintained
Gross margin is expected to be in the range of 55%-56%.
WDC · transcript · Q4 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:05:19 UTC55% – 56%new
| Gross margin | 55% - 56% |
WDC · EX-99.1 · Q4 FY2026
2026-08-05 20:04:35 UTCOpen source
2026-08-06 04:01:01 UTC$15Mmaintained
Interest and other expenses are expected to be $15 million.
WDC · transcript · Q4 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:05:19 UTC$15Mnew
| Interest and other expense, net | ~ $15M |
WDC · EX-99.1 · Q4 FY2026
2026-08-05 20:04:35 UTCOpen source
2026-08-06 04:01:01 UTC$390M – $400Mmaintained
We anticipate operating expenses in the range of $390 million-$400 million.
WDC · transcript · Q4 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:05:19 UTC$390M – $400Mnew
| Operating expenses | $390M - $400M |
WDC · EX-99.1 · Q4 FY2026
2026-08-05 20:04:35 UTCOpen source
2026-08-06 04:01:01 UTC$4.1Bmaintained45.5% vs Q1 FY2026
We expect revenue to be $4.1 billion, ±$100 million. At midpoint, this reflects a growth of 45% year-over-year.
WDC · transcript · Q4 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:05:19 UTC$4.1Bnew45.5% vs Q1 FY2026
| Revenue | $4.1B +/- $100M |
WDC · EX-99.1 · Q4 FY2026
2026-08-05 20:04:35 UTCOpen source
WDCWESTERN DIGITAL CORPFY2027 · ends 2027-07-02
1 metric1 maintainedearnings call · 2026-08-06 04:01:01 UTC
2026-08-06 04:01:01 UTC60%maintained
We expect that UltraSMR will make up around 60% of our nearline exabyte shipments as we exit fiscal 2027.
WDC · transcript · Q4 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-05-01 04:00:54 UTC60%new
As we get to the end of fiscal 2027, close to 60% of the exabytes that we ship will be on UltraSMR.
WDC · transcript · Q3 FY2026
2026-05-01 04:00:00 UTCOpen source
WDCWESTERN DIGITAL CORPQ4 FY2026 · ends 2026-07-03
3 metrics3 maintainedearnings call · 2026-05-01 04:00:54 UTC
2026-05-01 04:00:54 UTC385Mmaintained
As a result, we expect diluted earnings per share to be $3.25 ±$0.15 based on a non-GAAP diluted share count of 385 million shares.
WDC · transcript · Q3 FY2026
2026-05-01 04:00:00 UTCOpen source
2026-04-30 20:08:16 UTC385Mnew
| Diluted weighted average shares | ~ 385M |
WDC · EX-99.1 · Q3 FY2026
2026-04-30 20:07:36 UTCOpen source
2026-05-01 04:00:54 UTC16%maintained
The tax rate is expected to be 16%.
WDC · transcript · Q3 FY2026
2026-05-01 04:00:00 UTCOpen source
2026-04-30 20:08:16 UTC16%new
| Tax rate | ~ 16% |
WDC · EX-99.1 · Q3 FY2026
2026-04-30 20:07:36 UTCOpen source
2026-05-01 04:00:54 UTC$3.25maintained
As a result, we expect diluted earnings per share to be $3.25 ±$0.15 based on a non-GAAP diluted share count of 385 million shares.
WDC · transcript · Q3 FY2026
2026-05-01 04:00:00 UTCOpen source
2026-04-30 20:08:16 UTC$3.25new
| Diluted net income per common share | $3.25 +/- $0.15 |
WDC · EX-99.1 · Q3 FY2026
2026-04-30 20:07:36 UTCOpen source