WDC · 8-K · 20260805PR053305

Market Demand Trends

WESTERN DIGITAL CORP · 2026-08-05 · Importance 70 · Surprise 56

Western Digital reported Q4FY26 revenue of $3.747 billion, up 44% year over year, and fiscal-year revenue of $12.919 billion, up 36%, indicating materially stronger storage demand. Management described demand as broadening across end markets, with deeper customer engagement during fiscal 2026. Cloud and other data-intensive workloads continue to expand, supporting demand from hyperscalers, cloud service providers, and enterprise customers.