WDCWestern Digital
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
The biggest changes in the 10-K filed 2026-08-14, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.
Net income
+398.9% Big change FY to 2026-07-03 vs 2025-06-27The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Cash from operations
+132.3% Big change FY to 2026-07-03 vs 2025-06-27“The significant improvement in cash from operating activities was driven by the improved profitability in the business during 2026.”
Read it in the 10-K ↗
Gross margin
38.8% → 48.9% (+10.1 pts) Big change FY to 2026-07-03 vs 2025-06-27The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Operating margin
24.5% → 34.5% (+10.0 pts) Big change FY to 2026-07-03 vs 2025-06-27The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Revenue
+35.7% Big change FY to 2026-07-03 vs 2025-06-27“Net revenue increased by 36% in 2026 compared to 2025, primarily driven by a 25% increase in exabytes sold and an 8% increase in ASPs per exabyte, both of which were driven by strong demand across all of our end markets.”
Read it in the 10-K ↗
“Cloud revenue, representing 89% of total net revenue, increased by 38% in 2026 compared to 2025, driven by a 27% increase in exabytes sold and an 8% increase in ASPs per exabyte.”
Read it in the 10-K ↗
Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗
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.