Are WDC's Deepening Hyperscaler Partnerships Strengthening Its Moat? [Yahoo! Finance]
Western Digital Corporation (WDC)
Last western digital corporation earnings: 4/30 04:01 pm
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US:NASDAQ Investor Relations:
investor.wdc.com
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Source: Yahoo! Finance
WDC is one of the leading providers of mass capacity storage solutions. As multimodal large language models and agentic AI scale across industries, hyperscalers are facing an unprecedented growth in data generated, resulting in strong demand for high-capacity, cost-efficient storage solutions. A key indicator of this strengthening competitive moat is the growing visibility that Western Digital now has into customer demand. Customers are transitioning to higher-capacity drives, with shipments of its latest ePMR products offering up to 26TB CMR and 32TB UltraSMR, exceeding 2.2 million units in the September quarter. The reliability, scalability and TCO benefits of its ePMR and UltraSMR technologies remain key to success in the data center market. Western Digital plans to build on this with its next-generation HAMR drives. All top seven customers have issued purchase orders through the first half of 2026, with five extending through all of 2026 and one major hyperscale customer secu
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News
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WDC
Earnings
- 10/30/25 - Beat
WDC
Sec Filings
- 1/8/26 - Form SCHEDULE
- 12/22/25 - Form 4
- 12/22/25 - Form 4
- WDC's page on the SEC website