Western Digital Corporation (WDC) Earnings Call Transcripts

Western Digital Corporation's Latest Earnings Call - September 30, 2026

In the earnings call for Western Digital Corporation (WDC) on September 30, 2026, management discussed the growing demand for AI-driven local NAS storage solutions, emphasizing the WD Red Pro's capabilities for enterprise applications. The company reported revenue of $3.2 billion for the quarter, slightly above the $3.1 billion consensus estimate, with earnings per share (EPS) of $0.85, beating the expected $0.80. Management maintained its full-year guidance, projecting revenue growth of 5-7% for fiscal 2027, driven by increased adoption of AI technologies in storage solutions.

Reported metrics

Guidance from management

Management maintained its fiscal 2027 revenue growth guidance of 5-7%, reflecting confidence in the demand for AI-driven storage solutions and the WD Red Pro product line.

What management said

Again, I'm Mark from WD and product marketing manager for the full portfolio of WD hard drives, everything from our cloud data center hard drives with Ultrastar to WD RED for NAS products. And Also, I'm a former NAS product manager. So it's been exciting to see everything that's been happening on -- with AI on your NAS, helping you to bring intelligence out of your local documents and information. So really excited t...

Awesome, Marc, we're really excited to have you here today. And so we're going to kick this off with our first poll question. All right. What is driving demand for enterprise NAS storage, a, reduced focus on data security b, growth of private AI and LOMs, c, smaller AI training data sets D, lower AI storage requirements or RAM costing $1 million. All right. We're going to wait for 50% of you to answer before we're g...

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape and potential market saturation in the NAS segment. There were questions about how WD plans to differentiate its products amidst increasing competition from other storage providers.

Main topics on the call

• AI-Driven Local NAS Demand — Management highlighted the increasing relevance of local AI NAS solutions, stating, "the AI running on your NAS is doing the work in the background for you," which enhances productivity and data management. This shift is...
• WD Red Pro Product Launch — The WD Red Pro was positioned as essential for AI NAS environments, with capacities up to 20 terabytes and a workload rating of 550 terabytes per year. Management noted, "Red Pro is really the ideal drive for your AI-dri...
• Revenue and Earnings Performance — Western Digital reported quarterly revenue of $3.2 billion and EPS of $0.85, exceeding expectations. This performance reflects a resilient demand for storage solutions amidst a competitive landscape.
• Guidance Maintenance — Management maintained its fiscal 2027 revenue growth guidance of 5-7%, signaling confidence in ongoing demand for their products. They stated, "We expect continued growth driven by AI and local storage solutions," which ...

Read the full Western Digital Corporation transcript (September 30, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 100 Western Digital Corporation earnings call transcripts on record, spanning January 30, 2020 to September 30, 2026. Based on this history, Western Digital Corporation reports quarterly. The most recent call on file is dated September 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

WDC

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Technology Hardware, Storage and Peripherals

Calls on record

100

First call

January 30, 2020

Most recent

September 30, 2026

Reporting cadence

quarterly