WDC
웨스턴디지털
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
Western Digital
Customers
Competitors
Notes
Western Digital completed the separation of its Flash business (now Sandisk) in February 2025, leaving WDC as a pure-play HDD company focused on nearline data center drives. The HDD business benefits from AI-driven mass storage demand, with HAMR technology roadmap competing against Seagate. Note: post-split, NAND/Kioxia JV exposure now sits with Sandisk, not WDC.
WDC filed an 8-K combining a Regulation FD disclosure (Item 7.01) — likely forward-looking comments from an investor conference or management presentation — with an unspecified material event (Item 8.01), which could range from a strategic announcement to a supply agreement or operational update. The pairing of Reg FD guidance language with a separate material-event item elevates significance above a routine FD filing. Full filing body not analyzed; description inferred from form + item codes. PMs covering NAND/HDD supply chain exposure should pull the exhibit for any revised outlook or demand commentary.
WDC filed an 8-K disclosing an unregistered sale of equity securities (Item 3.02) alongside a separately designated material event (Item 8.01), a pairing that often signals a private placement, convertible issuance, or equity component tied to a strategic transaction such as a restructuring, spin-off, or financing deal. Given WDC's ongoing strategic repositioning between its HDD and NAND flash businesses, PMs should monitor whether this represents balance-sheet activity or a structural corporate action. Full filing body not analyzed; description inferred from form + item codes.
Western Digital has filed its annual 10-K report for the fiscal year ended July 3, 2026, covering full-year financial results, business operations, and risk factors. Investors should watch for commentary on NAND and HDD demand trends, AI storage tailwinds, and any balance sheet changes following the Sandisk spin-off. Full filing body not analyzed; description inferred from form + item codes.
WDC filed an 8-K disclosing its quarterly results of operations (Item 2.02), likely accompanied by a press release as an exhibit (Item 9.01). Investors will focus on NAND flash and HDD revenue trends, pricing dynamics, and management outlook amid ongoing memory cycle recovery. Full filing body not analyzed; description inferred from form + item codes.
WDC filed an 8-K under Item 8.01, a catch-all for material events outside standard reporting items — possibilities include capital-return updates, debt actions, supply agreements, or HDD/flash market commentary. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit to confirm whether it shifts the AI/nearline HDD demand or capital-structure narrative.
WDC filed an 8-K covering an unregistered sale of equity securities (Item 3.02) and a separate material event (Item 8.01), suggesting a private placement or convertible-linked issuance paired with corporate news the company deemed disclosure-worthy. PMs should watch for potential dilution, financing terms, and any signal on capex funding for HDD/flash capacity. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. WDC disclosed an officer or director change (Item 5.02) alongside Reg FD commentary (Item 7.01) that may carry updated forward guidance or strategic remarks, with supporting exhibits (Item 9.01). PMs should check whether the personnel move involves a C-suite role (CEO/CFO) and whether the Reg FD material contains a new HDD/Flash demand outlook ahead of the post-SanDisk-spin storage cycle read.
Western Digital filed its quarterly 10-Q for the period ended 2026-04-03, which will detail HDD revenue mix, nearline/enterprise demand, gross margin trajectory, and any updated guidance commentary relevant to the AI-storage capex cycle. Full filing body not analyzed; description inferred from form + item codes. PMs should compare reported margins and bit-shipment commentary against SanDisk (post-spin) and Seagate prints.
WDC filed an 8-K announcing quarterly results (Item 2.02) with supporting exhibits (Item 9.01), typically including the earnings press release and selected financials. PMs should focus on HDD/flash segment revenue, gross margin trajectory amid the storage upcycle, and any forward commentary on nearline demand from AI hyperscalers. Full filing body not analyzed; description inferred from form + item codes.
Filing combines Item 5.03 (bylaw/charter amendments), Item 8.01 (other material event), and Item 9.01 (exhibits), suggesting a governance update paired with a separately disclosed corporate development. PMs should review for potential governance shifts (e.g., advance notice provisions, board structure) and the nature of the 8.01 disclosure, which could range from routine to market-moving. Full filing body not analyzed; description inferred from form + item codes.
Western Digital filed an 8-K under Item 3.03, signaling a material modification to the rights of existing securityholders — typically tied to charter/bylaw amendments, indenture changes, or new senior securities that alter dividend, voting, or liquidation preferences. PMs holding WDC equity or debt should check for dilution risk, covenant changes, or subordination implications before the next print. Full filing body not analyzed; description inferred from form + item codes.
Western Digital filed an 8-K under Item 8.01 (Other Events), a catch-all used for voluntary disclosures that don't fit other items — common uses include capacity updates, litigation developments, supply agreements, or pricing/demand commentary relevant to the HDD/NAND cycle. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit to determine whether it touches NAND pricing, hyperscaler demand, or the post-SanDisk-separation capital structure before sizing the read.
Quarterly report covering the period ended 2026-01-02, likely detailing HDD shipments, nearline/cloud demand, ASP trends, and gross margin progression amid the ongoing storage upcycle post-SanDisk separation. PMs should watch capacity commentary, inventory levels at hyperscaler customers, and FY26 guidance signals relevant to memory/storage peers in Korea and Taiwan. Full filing body not analyzed; description inferred from form + item codes.
8-K filed under Item 2.02 (Results of Operations) with Item 9.01 exhibits, signaling a quarterly earnings release. PMs should watch HDD/Flash split commentary, gross margin trajectory amid the NAND/HDD pricing cycle, and any FY guidance impacting Korean memory peers (Samsung, SK Hynix). Full filing body not analyzed; description inferred from form + item codes.
Filing combines officer/director changes (5.02), shareholder vote results from the annual meeting (5.07), and supporting exhibits (9.01). Full filing body not analyzed; description inferred from form + item codes — PM impact is low absent a CEO/CFO departure, as 5.07 routinely covers board elections and say-on-pay outcomes.