WDCWestern Digital

Technology · Computer Storage · Nasdaq

Western Digital was founded in 1970 and is a Standard & Poor’s 500 (“S&P 500”) company headquartered in San Jose, California. 10-K, Item 1

Employees: 40,000
Headquarters: San Jose, CA
CEO: Irving Tan
Next results: around Jan 28, 2027

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The numbers WDC said it expected, in its earnings releases of the last 3 years, next to what it then reported for the same period. Each target links to the sentence in the release; each result to the 10-Q or 10-K it was first reported in.

Of 9 range targets with a reported result: 7 came in above the last range given, 2 within it, 0 below it.

Target	What the company said	Reported	Result
Revenue Q2 of fiscal 2027	Given $5.10B release 2026-10-22	–	Not reported yet
The company's words “Our first quarter results demonstrate the continued momentum in our business, with robust exabyte growth and improved pricing driving another quarter of strong financial performance,” said Kris Sennesael, CFO of WD. “Looking ahead, for our fiscal second quarter of 2027, at the midpoint of the ranges, we expect revenue of $5.1 billion, non-GAAP gross margin of 60.5%, and non-GAAP EPS of $5.80.” release 2026-10-22
Revenue Q1 of fiscal 2027	Given $4.10B release 2026-08-05	$4.38B 10-Q filed 2026-10-23	Above the range
The company's words As the cloud and other data-intensive workloads continue to expand, we remain confident in the long-term growth trajectory of our business, further margin expansion, and strong free cash flow generation,” said Kris Sennesael, CFO of WD. “For our fiscal first quarter of 2027, at the midpoint of the ranges provided in the table below, we expect revenue of $4.1 billion, non-GAAP gross margin of 55.5%, and non-GAAP EPS of $4.00.” release 2026-08-05
Revenue Q4 of fiscal 2026	Given $3.65B release 2026-04-30	$3.75B 10-K filed 2026-08-14	Above the range
The company's words We have also strengthened our balance sheet while deploying our robust free cash flow to drive shareholder returns,” said Kris Sennesael, CFO of WD. “For our fiscal fourth quarter of 2026, at the mid-point of the ranges provided in the table below, we expect revenues of $3.65 billion, non-GAAP gross margin of 51.5%, with non-GAAP EPS of $3.25.” release 2026-04-30
Revenue Q3 of fiscal 2026	Given $3.20B release 2026-01-29	$3.34B 10-Q filed 2026-05-01	Above the range
The company's words For our fiscal third quarter of 2026, at the mid-point of the ranges provided in the table below, we expect revenues of $3.2 billion, non-GAAP gross margin of 47.5%, with non-GAAP EPS of $2.30,” said Kris Sennesael, CFO of Western Digital. release 2026-01-29
Revenue Q2 of fiscal 2026	Given $2.90B release 2025-10-30	$3.02B 10-Q filed 2026-01-30	Above the range
The company's words For our fiscal second quarter of 2026, at the mid-point of the ranges provided in the table below, we expect revenues of $2.9 billion, non-GAAP gross margin of 44.5%, with non-GAAP EPS of $1.88,” said Kris Sennesael, CFO of Western Digital. release 2025-10-30
Revenue Q1 of fiscal 2026	Given $2.70B release 2025-07-30	$2.82B 10-Q filed 2025-10-31	Above the range
The company's words For our fiscal first quarter of 2026, at the mid-point of the ranges provided in the table below, we expect revenues of $2.7 billion, non- GAAP gross margin of 41.5%, with non-GAAP EPS of $1.54,” said Kris Sennesael, CFO of Western Digital. release 2025-07-30
Revenue Q4 of fiscal 2025	Given $2.45B release 2025-04-30	$2.60B 10-K filed 2025-08-14	Above the range
The company's words Expect fiscal fourth quarter 2025 revenue to be in the range of $2.45 billion +/- $150 million. release 2025-04-30
Revenue Q2 of fiscal 2025	Given $4.20B to $4.40B release 2024-10-24	$4.29B 10-Q filed 2025-01-31	Within the range
The company's words Expect fiscal second quarter 2025 revenue to be in the range of $4.20 billion to $4.40 billion. release 2024-10-24
Revenue Q1 of fiscal 2025	Given $4.00B to $4.20B release 2024-07-31	$4.09B 10-Q filed 2024-10-31	Within the range
The company's words Expect fiscal first quarter 2025 revenue to be in the range of $4.00 billion to $4.20 billion. release 2024-07-31
Revenue Q3 of fiscal 2024	Given $3.20B to $3.40B release 2024-01-25	$3.46B 10-Q filed 2024-04-30	Above the range
The company's words Expect fiscal third quarter 2024 revenue to be in the range of $3.20 billion to $3.40 billion. release 2024-01-25

2 targets far from the company's reported total, so not compared (usually a target for one product, segment or definition)

Revenue, Q3 of fiscal 2025: said $3.75B to $3.95B, reported $2.29B. The company's words
Revenue, Q4 of fiscal 2024: said $3.60B to $3.80B, reported $2.00B. The company's words

Targets are read from the sentences of the EX-99 exhibits of 8-K item 2.02 filings (12 releases since 2024-01-25), without AI; in outlook tables only the first column is read. The result compares the reported number with the last range given before the period was reported. Results come from SEC's XBRL company facts, as first reported. A company's target can use its own definition (META's capital expenditures include finance lease payments, for example), so read the quote.

Work on WDC in a spreadsheet: Excel workbook (a sheet per section, ten years by column, charts, links to the filings) · CSV. For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/WDC/export.csv") into a cell.