Western Digital Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Irving Tan

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	no data
CEO ownership	n/a
Management average tenure	3.4yrs
Board average tenure	5.4yrs

Recent management updates

Recent updates

CEO

Irving Tan (53 yo)

no data

Tenure

Mr. Tiang Yew Tan, also known as Irving, served as Executive Vice President for Global Operations at Western Digital Corporation since 2022 until April 2024 and serves as its Chief Executive Officer since...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Wissam Jabre	Executive VP & CFO	2.2yrs	US$4.22m	0.019% $ 4.2m
Robert Soderbery	Executive VP & GM of Flash Business	3.6yrs	US$3.18m	0.022% $ 4.7m
Tiang Yew Tan	Chief Executive Officer	no data	no data	no data
C. Wesley Scott	Chief Investment Officer	no data	no data	no data
Gene Zamiska	Senior VP of Global Accounting & Chief Accounting Officer	4.7yrs	no data	0.0095% $ 2.1m
T. Peter Andrew	Vice President of Investor Relations	no data	no data	no data
Cynthia Tregillis	Senior VP	less than a year	no data	no data
David Tang	Senior Vice President of Corporate Marketing	7yrs	no data	no data
Christine Bastian	Executive VP and Chief People & Inclusion Officer	3.3yrs	no data	no data
Scott Davis	Senior Vice President of Worldwide Sales	no data	no data	no data
Dennis Brown	Senior VP of Worldwide Operations	no data	no data	no data
Ashley Gorakhpurwalla	Executive VP & GM of HDD Business	3.5yrs	no data	no data

3.4yrs

Average Tenure

57yo

Average Age

Experienced Management: WDC's management team is considered experienced (3.4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Tunc Doluca	Independent Director	5.7yrs	US$337.47k	0.0083% $ 1.8m
Matthew Massengill	Independent Chairman	24.3yrs	US$474.98k	0.014% $ 3.0m
Stephanie Streeter	Lead Independent Director	5.4yrs	US$417.50k	0.0086% $ 1.9m
Miyuki Suzuki	Independent Director	2.8yrs	US$334.97k	0.0032% $ 690.4k
Martin Cole	Independent Director	9.3yrs	US$374.97k	0.012% $ 2.6m
Kimberly Alexy	Independent Director	5.4yrs	US$364.97k	0.0063% $ 1.4m
Thomas Caulfield	Independent Director	2.8yrs	US$334.97k	0.0039% $ 851.5k
Reed Rayman	Independent Director	1.3yrs	US$267.79k	no data
David Goeckeler	Director	4.1yrs	US$11.03m	0.15% $ 33.5m

5.4yrs

Average Tenure

63yo

Average Age

Experienced Board: WDC's board of directors are considered experienced (5.4 years average tenure).

Western Digital Management

Management criteria checks 2/4

Key information

Recent management updates

Western Digital Corporation Appoints Irving Tan as Chief Executive Officer

Western Digital Corporation Announces Executive Changes, Effective on January 12, 2024

Executive VP & GM of Flash Business recently sold €2.6m worth of stock

Western Digital Corporation, Annual General Meeting, Nov 15, 2023

Western Digital Corporation Announces Resignation of Srinivasan Sivaram as President, Technology and Strategy

Western Digital Corporation, Annual General Meeting, Nov 16, 2022

Recent updates

Western Digital Corporation Provides Earnings Guidance for the Fourth Quarter Ending June 28, 2024

Western Digital Corporation Appoints Irving Tan as Chief Executive Officer

Western Digital Corporation to Report Q3, 2024 Results on Apr 25, 2024

Kioxia Reportedly Offers SK Hynix Chipmaking Access in Japan to Revive Western Digital Merger Talks

Western Digital Corporation announced delayed 10-Q filing

Kioxia and Western Digital's Joint Venture to Receive Up to ¥150 Billion Government Subsidy for Yokkaichi and Kitakami Plants

Bain Capital Reportedly in Talks with SK Hynix to Restart Western Digital-Kioxia Merger Talks

Second quarter 2024 earnings released: US$0.87 loss per share (vs US$1.40 loss in 2Q 2023)

Western Digital Corporation Provides Earnings Guidance for Fiscal Third Quarter 2024

Now 21% undervalued

Western Digital Corporation to Report Q2, 2024 Results on Jan 25, 2024

Western Digital Corporation Announces Executive Changes, Effective on January 12, 2024

Now 20% undervalued

Western Digital Begins Volume Shipments of 24TB CMR HDDs; Industry Adoption of SMR Strengthens as 28TB SMR HDD Ramps

Executive VP & GM of Flash Business recently sold €2.6m worth of stock

Western Digital Corporation Provides Earnings Guidance for the Second Quarter of 2024

First quarter 2024 earnings released: US$2.17 loss per share (vs US$0.085 profit in 1Q 2023)

Western Digital and Kioxia Reportedly Call Off Merger Talks

Kioxia Reportedly Reaches Out to JIC to Invest in Merger with Western Digital

Western Digital Corporation to Report Q1, 2024 Results on Oct 30, 2023

New major risk - Share price stability

Western Digital, Kioxia in Talks on Memory Chip Merger

New minor risk - Shareholder dilution

Western Digital Corporation, Annual General Meeting, Nov 15, 2023

Western Digital Corporation Announces Resignation of Srinivasan Sivaram as President, Technology and Strategy

New major risk - Financial position

Now 20% undervalued

Full year 2023 earnings released: US$5.44 loss per share (vs US$4.81 profit in FY 2022)

Western Digital Corporation Provides Earnings Guidance for the First Quarter of 2024

Western Digital Corporation to Report Q4, 2023 Results on Jul 31, 2023

Now 21% undervalued

Kioxia, Western Digital Reportedly Speed Up Merger Talks

Third quarter 2023 earnings released: US$1.82 loss per share (vs US$0.08 profit in 3Q 2022)

Western Digital Corporation Provides Revenue Guidance for the Fiscal Fourth Quarter Ending June 30, 2023

Now 22% undervalued

Western Digital Corporation announced that it has received $900 million in funding from Apollo Global Management, Inc., Elliott Investment Management L.P., Elliott Management Corporation

First quarter 2023 earnings released: EPS: US$0.085 (vs US$1.97 in 1Q 2022)

Now 22% undervalued

Western Digital Corporation Provides Earnings Outlook for the Third Quarter of 2023

Western Digital, Kioxia Reportedly in Advanced Talks for Merger

Western Digital Corporation to Report Q2, 2023 Results on Jan 31, 2023

Investor sentiment improved over the past week

Western Digital, Kioxia Reportedly Revive Merger Talks

Western Digital, Kioxia Reportedly Said to Revive Merger Discussions

Now 24% undervalued after recent price drop

Western Digital Corporation Provides Revenue Guidance for the Second Quarter Ending December 30, 2022

First quarter 2023 earnings released: EPS: US$0.085 (vs US$1.97 in 1Q 2022)

Western Digital Corporation to Report Q1, 2023 Results on Oct 27, 2022

Western Digital Corporation, Annual General Meeting, Nov 16, 2022

Investor sentiment deteriorated over the past week

Western Digital Corporation Provides Earnings Guidance for the Three Months Ending September 30, 2022

Full year 2022 earnings released: EPS: US$4.81 (vs US$2.69 in FY 2021)

Western Digital Corporation to Report Q4, 2022 Results on Aug 05, 2022

Western Digital Unleashes New Era of Growth for Cloud Market With World’s First 22TB CMR and 26TB UltraSMR HDDs

Elliott Investment Management L P Sends Letter to Western Digital Corporation

Investor sentiment improved over the past week

Elliott Investment Management L P Sends Letter to Western Digital Corporation

Third quarter 2022 earnings released: EPS: US$0.08 (vs US$0.64 in 3Q 2021)

Western Digital Corporation to Report Q3, 2022 Results on Apr 28, 2022

Western Digital Corporation Provides Revenue Guidance for the Fiscal Third Quarter Ending April 1, 2022

Independent Director recently sold €192k worth of stock

Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations

Western Digital Corporation Provides Earnings Guidance for the Third Quarter Ending April 1, 2022

Western Digital Corp. Appoints Wissam Jabre as Executive Vice President

Investor sentiment deteriorated over the past week

High number of new directors

Insider recently sold €124k worth of stock

First quarter 2022 earnings released: EPS US$1.97 (vs US$0.20 loss in 1Q 2021)

Western Digital Reportedly in Advanced Talks to Merge with Kioxia in $20 Billion-Plus Deal