Western Digital Corp

WDC: XNAS (USA)

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Western Digital Earnings: Flash Oversupply and Poor Guidance Bring Valuation Down to $52 From $60

William Kerwin

Jan 30, 2025

Western Digital's December-quarter revenue rose 41% year over year and 5% sequentially to $4.29 billion. Management's outlook for the March quarter calls for a sequential revenue decline of 10%, at the midpoint, and implies more than 600 basis points of margin compression.

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Western Digital Corp

Western Digital Earnings: Flash Oversupply and Poor Guidance Bring Valuation Down to $52 From $60

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