NasdaqGS:WDCTech
Are Western Digital’s AI Storage Deals Quietly Redefining Its Long‑Term Strategy and Capital Priorities (WDC)?
Western Digital reported past fourth-quarter revenue of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income of US$9.42 billion, and its board affirmed a US$0.15 per-share cash dividend payable in September 2026.
Management highlighted that long-term storage agreements with AI customers and ongoing AI-driven data growth are providing unusually strong visibility into future demand.
Next, we’ll examine how these record earnings and...