WDC · News · 20260804N

Revenue Performance and Mix

WESTERN DIGITAL CORP · 2026-08-04 · Importance 58 · Surprise 56

Western Digital reported fiscal fourth-quarter revenue of $3.75 billion, up 44% year over year, and fiscal-year 2026 revenue of $12.9 billion, up 36%. Growth was driven by strong demand for high-capacity hard disk drives, cloud storage, and AI-related data-center workloads. The company shipped 231 exabytes during the quarter, while cloud customers accounted for 89% of revenue according to third-party reporting.

Key facts

• Analysts expected 42.6% year-on-year revenue growth for Western Digital's Q2 earnings. source
• Seagate experienced a 12.2% pullback following strong year-to-date performance (as reported in the analysis piece). source