WDC · News · 20260805N
Revenue Performance and Mix
WESTERN DIGITAL CORP · 2026-08-05 · Importance 58 · Surprise 56 · Contradicted
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
- Moomoo's earnings flash noted Western Digital's Q4 revenue of $3.75B versus FactSet estimate of $3.70B. source
- Western Digital reported fiscal fourth-quarter revenue of $3.75 billion. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +30.6% | Western Digital reported fiscal fourth-quarter revenue of $3.75 billion. |