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Western Digital (IT:1WDC)
:1WDC
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.3Last Year’s EPS
0.97Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 24.84%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong cloud revenue growth and high gross margins, along with strategic debt reduction and the initiation of a dividend. However, there were declines in consumer and client segments, and concerns about potential tariff impacts. The positive aspects slightly outweigh the challenges due to strong demand and financial performance.Company Guidance
During Western Digital's third quarter fiscal 2025 conference call, the company provided guidance for the upcoming fiscal fourth quarter, projecting revenue to be $2.45 billion, plus or minus $150 million. The gross margin is expected to be between 40% and 41%, with operating expenses anticipated to slightly increase to a range of $330 million to $340 million. This increase is attributed to variable compensation, new hires, and increased research and development investments. The company also expects interest and other expenses to be around $70 million and a tax rate between 8% and 10%. Earnings per share (EPS) are projected to be $1.45, plus or minus $0.20, based on approximately 360 million shares outstanding. Additionally, it was highlighted that fiscal year 2026 will be a 53-week year, impacting the first fiscal quarter with an additional week.Strong Cloud Revenue Growth
Cloud revenue represented 87% of total revenue at $2.0 billion, down 4% sequentially but up 38% year-over-year, driven by the strength of the product portfolio.
High Gross Margin
Non-GAAP gross margin for the fiscal third quarter was 40.1%, a 1.7 percentage point improvement sequentially, ahead of guidance.
Successful Debt Reduction
Western Digital redeemed $1.8 billion of 2026 senior notes, strengthening the balance sheet.
Initiation of Quarterly Dividend
Announced a quarterly dividend of $0.1 per share in fiscal Q4, reflecting confidence in the business's long-term cash-generating ability.
Data Center Demand Strength
Strong demand from hyper-scale customers, with long-term agreements extending through the first half of calendar year 2026.
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IT:1WDC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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IT:1WDC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | €35.91 | €38.19 | +6.35% |
Jan 29, 2025 | €45.13 | €46.64 | +3.35% |
Oct 24, 2024 | €46.23 | €49.91 | +7.96% |
Jul 31, 2024 | €45.65 | €41.32 | -9.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Western Digital (IT:1WDC) report earnings?
Western Digital (IT:1WDC) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Western Digital (IT:1WDC) earnings time?
Western Digital (IT:1WDC) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Western Digital stock?
The P/E ratio of Western Digital is N/A.
What is IT:1WDC EPS forecast?
IT:1WDC EPS forecast for the fiscal quarter 2025 (Q4) is 1.3.
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