View ValuationWestern Digital 향후 성장Future 기준 점검 5/6Western Digital (는) 각각 연간 17.8% 및 24.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 73.1% 로 예상됩니다.핵심 정보17.8%이익 성장률20.18%EPS 성장률Tech 이익 성장12.3%매출 성장률24.3%향후 자기자본이익률73.08%애널리스트 커버리지Good마지막 업데이트16 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jun 02Western Digital Corporation Demonstrates Storage Innovations and Platforms for Scaling Persistent Ai WorkloadsWestern Digital Corporation announced its presence at Computex 2026 to help the industry understand that AI infrastructure is fundamentally a data system, not just a compute system. WD is at Computex addressing this reality with a forum session keynote, booth demonstrations and new storage innovations. WD's exhibit brings this data-centric architecture to life, demonstrating how storage underpins AI systems at scale. Visitors will see WD's Ultrastar HDD high-capacity storage portfolio spanning UltraSMR, ePMR and HAMR. The company will also be highlighting its two industry-first advanced HDD innovations: High Bandwidth Drive Technology and Dual Pivot Drive Technology, which together project a 4x increase in HDD throughput while maintaining the relative I/O per TB rate customers enjoy today. This reduces the need for customers to increase SSD deployment or rearchitect services as capacity scales. WD’s Platform solutions highlighted will include the Ultrastar Data Series JBODs, OpenFlex EBOF, and RapidFlex NVMe-oF controller. These solutions help cloud, neo cloud and HPC companies accelerate adoption by optimizing capacity and performance, reducing costs, and improving time to value without requiring costly infrastructure designs. WD is also showcasing its new Ultrastar Data 3000 series JBODs, delivering the scalable capacity required for AI data growth. Using ArcticFlow multizone cooling and patented IsoVibe vibration isolation technologies, the Ultrastar Data 3000 series optimizes performance and reliability by reducing drive return rates by up to 62% in a platform designed for dependable operation at scale. The 3000 series also offers 12 ports of 24 Gb/s SAS-4 host connectivity, enabling customers to stay ahead of bandwidth demands as capacity and workload intensities grow. WD will also share tiered storage solutions, including architectures built on Ceph and others developed with IBM Storage Scale and XTAO, that align performance and economics to each stage of the AI data lifecycle, increasing GPU efficiency while lowering cost at scale through tiered system-level architectures. The globally recognized WD Color portfolio including WD Gold, WD Red, and WD Purple, as well as the rebranded G-DRIVE family of external storage solutions designed for content creators, will also be on display. Together, these innovations position WD as a key foundational layer in AI infrastructure, enabling the persistence, movement, and scalability of data across environments.공시 • May 28Western Digital Corporation Announces Appointment of Manuvir Das to Board of Directors, Effective May 26, 2026Western Digital Corporation announced the appointment of Manuvir Das to its board of directors, effective May 26, 2026. Das previously held senior leadership roles at NVIDIA, Dell EMC, and Microsoft, and brings deep expertise in enterprise AI, data infrastructure, and cloud computing. He currently serves as an Operating Partner in the Digital Infrastructure group at Stonepeak Partners LP, a position he assumed in April 2025. Das most recently served as Head of Enterprise Computing at NVIDIA, where he led the company’s enterprise AI strategy, launched the NVIDIA AI Enterprise software suite, and worked to make AI more accessible and production-ready for enterprise customers worldwide. Prior to NVIDIA, Das led Dell EMC’s unstructured data storage business, overseeing the scale-out Isilon NAS platform and the scale-out ECS Object platform. Earlier in his career, he spent 14 years at Microsoft where he was an original engineering leader behind the development of Microsoft Azure. Das earned his master’s and doctoral degrees in Computer Science from the University of Wisconsin and his bachelor’s degree in Computer Science and Engineering from the Indian Institute of Technology Bombay. With this appointment, Western Digital's board is comprised of nine directors, eight of whom are external and independent.공시 • May 21Western Digital Corporation Advances Next-Generation Trusted Infrastructure With Industry’s First Post-Quantum Cryptography Hard DrivesWestern Digital Corporation announced a significant step in next-generation infrastructure security with the integration of post-quantum cryptography (PQC) into its newest high-capacity Ultrastar UltraSMR hard disk drives. Ultrastar HDDs currently in customer qualification introduce PQC-ready secure boot and firmware protection, establishing a new standard for device trust in the Quantum Era. These drives are currently in qualification with multiple hyperscale customers, reflecting strong early interest in quantum-resilient storage architectures. WD's launch of the first hard drives to implement NIST-approved quantum-resistant algorithms marks a definitive industry transition — from theoretical planning to deployed hardware-level defense. By hardening the root of trust, WD provides a critical safeguard against threats like harvest now, decrypt later (HNDL) and similar attacks. This helps protect the massive data lakes fueling today’s AI innovations against the cryptographic protection-breaking power of tomorrow’s quantum computers. WD is among the first to bring post-quantum cryptography into production storage infrastructure, helping lead the industry’s quantum transition with deployed, standards-aligned, infrastructure-level protection, setting a new baseline for trust in AI-era data systems. AI data systems generate and retain massive, long-lived data sets. Securing that data over decades, not just years, must be a core requirement of modern infrastructure. Long data lifecycles and extended IT service windows widen vulnerabilities. Enterprise storage infrastructure typically remains in service for five years or longer, a timeframe that may overlap with the emergence of cryptographically relevant quantum computers. As decryption capabilities advance, so do the strategies of sophisticated adversaries. HNDL is a present-day threat. Adversaries may collect encrypted or signed data with the intent to decrypt or forge security signatures once quantum capabilities mature. Organizations must begin to prepare for long-term cryptographic resilience today. Firmware-level attacks present a critical risk. Device-level trust is becoming increasingly important as security architectures evolve. A quantum-enabled adversary could potentially forge digital signatures on firmware updates, allowing malicious code to appear authentic and compromising drive security. WD's PQC implementation on the new Ultrastar DC HC6100 UltraSMR is designed to help protect device trust chains from manufacturing through field service. This implementation represents more than a feature enhancement; it reflects a broader shift toward embedding quantum-resilient security directly into the foundation of data infrastructure. The focus is on securing device-level trust, including firmware integrity and key management, rather than data-at-rest encryption. Key elements include: Algorithm selection: ML-DSA-87 (NIST FIPS 204) for high-assurance code signing, with dual-signing using RSA-3072 combining proven and emerging cryptographic standards to ensure strong, resilient security; Infrastructure readiness: PQC-capable public key infrastructure (PKI) and hardware security module (HSM) workflows deployed to support key issuance, rotation, and lifecycle management; Operational continuity: Dual-signing and rollback safeguards designed to support deployment across diverse fleets without disrupting current operations. As quantum security requirements advance, data protection at the infrastructure layer is becoming a baseline requirement for AI-driven enterprises. WD is helping define the next baseline for trust in AI infrastructure, where security is embedded at the foundation of the system, not added as an afterthought. WD expects to expand PQC capabilities across additional enterprise hard drive product lines over time.이익 및 매출 성장 예측TSX:WDC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202823,1608,4377,9828,920166/30/202717,7556,2245,3076,383236/30/202612,8706,0673,5073,709224/3/202611,7776,3502,9053,286N/A1/2/202610,7343,9372,3062,671N/A10/3/202510,1262,6011,9402,329N/A6/27/20259,5201,5981,2791,691N/A3/28/20258,9191,0988541,311N/A12/27/20248,377313436861N/A9/27/20245,77928-93366N/A6/28/20246,317-819-781-294N/A3/29/20246,985-1,287-1,218-728N/A12/29/20238,036-1,837-1,684-1,167N/A9/29/202311,332-2,455-1,665-1,040N/A6/30/20236,255-926-1,229-408N/A3/31/202314,174-683-1,027-45N/A12/30/202215,752-78-415734N/A9/30/202217,4789371681,365N/A7/1/202218,7931,5467581,880N/A4/1/202219,1851,8211,4112,579N/A12/31/202118,9411,9931,1762,297N/A10/1/202118,0511,4911,0022,056N/A7/2/202116,9228217521,898N/A4/2/202116,289347411,076N/A1/1/202116,3271671841,102N/A10/2/202016,618-3495934N/A7/3/202016,736-250177824N/A4/3/202016,083-595235821N/A1/3/202015,582-1,193N/A883N/A10/4/201915,581-1,541N/A1,095N/A6/28/201916,569-754N/A1,547N/A3/29/201918,052199N/A2,241N/A12/28/201819,391841N/A3,064N/A9/28/201820,494505N/A3,777N/A6/29/201820,647675N/A4,205N/A3/30/201820,372199N/A4,281N/A12/29/201720,008386N/A4,252N/A9/29/201719,5601,444N/A4,130N/A6/30/201719,093397N/A3,437N/A3/31/201717,746-249N/A2,853N/A12/30/201615,919-423N/A2,340N/A9/30/201614,348-407N/A1,878N/A7/1/201612,994242N/A1,983N/A4/1/201612,690828N/A2,116N/A1/1/201613,4181,138N/A2,315N/A10/2/201513,9891,325N/A1,960N/A7/3/201514,5721,465N/A2,242N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: WDC 의 연간 예상 수익 증가율(17.8%)이 saving rate(3%)보다 높습니다.수익 vs 시장: WDC 의 연간 수익(17.8%)이 Canadian 시장(11%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: WDC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: WDC 의 수익(연간 24.3%)이 Canadian 시장(연간 4.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: WDC 의 수익(연간 24.3%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: WDC의 자본 수익률은 3년 후 73.1%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/22 16:47종가2026/06/22 00:00수익2026/04/03연간 수익2025/06/27데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Western Digital Corporation는 53명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brett SimpsonArete Research Services LLPJames FontanelliArete Research Services LLPJames KelleherArgus Research Company50명의 분석가 더 보기
공시 • Jun 02Western Digital Corporation Demonstrates Storage Innovations and Platforms for Scaling Persistent Ai WorkloadsWestern Digital Corporation announced its presence at Computex 2026 to help the industry understand that AI infrastructure is fundamentally a data system, not just a compute system. WD is at Computex addressing this reality with a forum session keynote, booth demonstrations and new storage innovations. WD's exhibit brings this data-centric architecture to life, demonstrating how storage underpins AI systems at scale. Visitors will see WD's Ultrastar HDD high-capacity storage portfolio spanning UltraSMR, ePMR and HAMR. The company will also be highlighting its two industry-first advanced HDD innovations: High Bandwidth Drive Technology and Dual Pivot Drive Technology, which together project a 4x increase in HDD throughput while maintaining the relative I/O per TB rate customers enjoy today. This reduces the need for customers to increase SSD deployment or rearchitect services as capacity scales. WD’s Platform solutions highlighted will include the Ultrastar Data Series JBODs, OpenFlex EBOF, and RapidFlex NVMe-oF controller. These solutions help cloud, neo cloud and HPC companies accelerate adoption by optimizing capacity and performance, reducing costs, and improving time to value without requiring costly infrastructure designs. WD is also showcasing its new Ultrastar Data 3000 series JBODs, delivering the scalable capacity required for AI data growth. Using ArcticFlow multizone cooling and patented IsoVibe vibration isolation technologies, the Ultrastar Data 3000 series optimizes performance and reliability by reducing drive return rates by up to 62% in a platform designed for dependable operation at scale. The 3000 series also offers 12 ports of 24 Gb/s SAS-4 host connectivity, enabling customers to stay ahead of bandwidth demands as capacity and workload intensities grow. WD will also share tiered storage solutions, including architectures built on Ceph and others developed with IBM Storage Scale and XTAO, that align performance and economics to each stage of the AI data lifecycle, increasing GPU efficiency while lowering cost at scale through tiered system-level architectures. The globally recognized WD Color portfolio including WD Gold, WD Red, and WD Purple, as well as the rebranded G-DRIVE family of external storage solutions designed for content creators, will also be on display. Together, these innovations position WD as a key foundational layer in AI infrastructure, enabling the persistence, movement, and scalability of data across environments.
공시 • May 28Western Digital Corporation Announces Appointment of Manuvir Das to Board of Directors, Effective May 26, 2026Western Digital Corporation announced the appointment of Manuvir Das to its board of directors, effective May 26, 2026. Das previously held senior leadership roles at NVIDIA, Dell EMC, and Microsoft, and brings deep expertise in enterprise AI, data infrastructure, and cloud computing. He currently serves as an Operating Partner in the Digital Infrastructure group at Stonepeak Partners LP, a position he assumed in April 2025. Das most recently served as Head of Enterprise Computing at NVIDIA, where he led the company’s enterprise AI strategy, launched the NVIDIA AI Enterprise software suite, and worked to make AI more accessible and production-ready for enterprise customers worldwide. Prior to NVIDIA, Das led Dell EMC’s unstructured data storage business, overseeing the scale-out Isilon NAS platform and the scale-out ECS Object platform. Earlier in his career, he spent 14 years at Microsoft where he was an original engineering leader behind the development of Microsoft Azure. Das earned his master’s and doctoral degrees in Computer Science from the University of Wisconsin and his bachelor’s degree in Computer Science and Engineering from the Indian Institute of Technology Bombay. With this appointment, Western Digital's board is comprised of nine directors, eight of whom are external and independent.
공시 • May 21Western Digital Corporation Advances Next-Generation Trusted Infrastructure With Industry’s First Post-Quantum Cryptography Hard DrivesWestern Digital Corporation announced a significant step in next-generation infrastructure security with the integration of post-quantum cryptography (PQC) into its newest high-capacity Ultrastar UltraSMR hard disk drives. Ultrastar HDDs currently in customer qualification introduce PQC-ready secure boot and firmware protection, establishing a new standard for device trust in the Quantum Era. These drives are currently in qualification with multiple hyperscale customers, reflecting strong early interest in quantum-resilient storage architectures. WD's launch of the first hard drives to implement NIST-approved quantum-resistant algorithms marks a definitive industry transition — from theoretical planning to deployed hardware-level defense. By hardening the root of trust, WD provides a critical safeguard against threats like harvest now, decrypt later (HNDL) and similar attacks. This helps protect the massive data lakes fueling today’s AI innovations against the cryptographic protection-breaking power of tomorrow’s quantum computers. WD is among the first to bring post-quantum cryptography into production storage infrastructure, helping lead the industry’s quantum transition with deployed, standards-aligned, infrastructure-level protection, setting a new baseline for trust in AI-era data systems. AI data systems generate and retain massive, long-lived data sets. Securing that data over decades, not just years, must be a core requirement of modern infrastructure. Long data lifecycles and extended IT service windows widen vulnerabilities. Enterprise storage infrastructure typically remains in service for five years or longer, a timeframe that may overlap with the emergence of cryptographically relevant quantum computers. As decryption capabilities advance, so do the strategies of sophisticated adversaries. HNDL is a present-day threat. Adversaries may collect encrypted or signed data with the intent to decrypt or forge security signatures once quantum capabilities mature. Organizations must begin to prepare for long-term cryptographic resilience today. Firmware-level attacks present a critical risk. Device-level trust is becoming increasingly important as security architectures evolve. A quantum-enabled adversary could potentially forge digital signatures on firmware updates, allowing malicious code to appear authentic and compromising drive security. WD's PQC implementation on the new Ultrastar DC HC6100 UltraSMR is designed to help protect device trust chains from manufacturing through field service. This implementation represents more than a feature enhancement; it reflects a broader shift toward embedding quantum-resilient security directly into the foundation of data infrastructure. The focus is on securing device-level trust, including firmware integrity and key management, rather than data-at-rest encryption. Key elements include: Algorithm selection: ML-DSA-87 (NIST FIPS 204) for high-assurance code signing, with dual-signing using RSA-3072 combining proven and emerging cryptographic standards to ensure strong, resilient security; Infrastructure readiness: PQC-capable public key infrastructure (PKI) and hardware security module (HSM) workflows deployed to support key issuance, rotation, and lifecycle management; Operational continuity: Dual-signing and rollback safeguards designed to support deployment across diverse fleets without disrupting current operations. As quantum security requirements advance, data protection at the infrastructure layer is becoming a baseline requirement for AI-driven enterprises. WD is helping define the next baseline for trust in AI infrastructure, where security is embedded at the foundation of the system, not added as an afterthought. WD expects to expand PQC capabilities across additional enterprise hard drive product lines over time.