WDC · News · 20260806N
Guidance and Outlook
WESTERN DIGITAL CORP · 2026-08-06 · Importance 69 · Surprise 60 · Contradicted
Western Digital forecast fiscal first-quarter 2027 revenue of approximately $4.1 billion and adjusted EPS of about $4.00. The revenue outlook was slightly above Wall Street expectations, while the gross-margin outlook implied sequential expansion but fell short of investor expectations set by Seagate Technology. Management attributed the outlook to continued demand for high-capacity HDDs from AI infrastructure and cloud-storage customers.
Key facts
- Western Digital expects fiscal first-quarter revenue of $4.1 billion and adjusted earnings per share of $4. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Western Digital expects fiscal first-quarter revenue of $4.1 billion and adjusted earnings per share of $4. |
| net_income | positive | probable | — | Western Digital expects fiscal first-quarter revenue of $4.1 billion and adjusted earnings per share of $4. |