WDC · News · 20260806N
Revenue Performance and Mix
WESTERN DIGITAL CORP · 2026-08-06 · Importance 58 · Surprise 56 · No source text
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
- Western Digital's full-year fiscal 2026 revenue grew 36% to $12.9 billion. source
- Western Digital's fiscal fourth-quarter revenue increased 44% year over year. source
- Zacks reported Western Digital shipped 231 exabytes in the quarter and declared a quarterly dividend of $0.15 per share. source
- SanDisk reported Q4 FY26 earnings and revenue beating analyst estimates driven by higher pricing and a richer customer mix, particularly in data centers. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +26.5% | Western Digital's full-year fiscal 2026 revenue grew 36% to $12.9 billion. |