WDC — 供應鏈與商業關係

Q4FY26 Highlights: • Revenue of $3.75 billion, up 44% year-over-year • GAAP gross margin of 54.1%; non-GAAP gross margin of 54.4% • GAAP diluted EPS of $8.21; non-GAAP diluted EPS of $3.56 • Cash flow from operations of $1.39 billion; free cash flow of $1.28 billion • Q1FY27 revenue expected to be up 42% to 49% year-over-year SAN JOSE, Calif.

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— August 5, 2026 — Western Digital Corporation (Nasdaq: WDC) today reported fiscal fourth quarter and fiscal year 2026 financial results for the period ended July 3, 2026. “WD concluded fiscal year 2026 with strong performance. In our fiscal fourth quarter, revenue increased 44% year over year, gross and operating margins expanded, and earnings per share more than doubled. These results reflect our ability to scale innovation and operational excellence across our global organization, supporting our customers’ growing storage demand,” said Irving Tan, CEO of WD. “As global data creation continues to accelerate, we enter fiscal year 2027 with continued confidence in the durability of demand and with increasing visibility into our business.

（申報原文節錄，以原文為準）

Q3FY26 Highlights: • Revenue of $3.34 billion, up 45% year-over-year • GAAP gross margin of 50.2%; non-GAAP gross margin of 50.5% • GAAP diluted EPS of $8.20; non-GAAP diluted EPS of $2.72 • Cash flow from operations of $1.12 billion; free cash flow of $978 million • Q4FY26 revenue expected to be up 36% to 44% year-over-year

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• Q4FY26 non-GAAP gross margin expected to be in the range of 51% to 52% SAN JOSE, Calif. — April 30, 2026 — Western Digital Corporation (Nasdaq: WDC) today reported fiscal third quarter 2026 financial results for the period ended April 3, 2026. “WD started calendar year 2026 with great execution, driving strong sequential and year-over-year revenue growth in all our end markets, while expanding gross and operating margins. Gross margin exceeded 50%, reflecting our continued delivery of innovation across an expanding set of customers. Given our confidence in the durability of our business, we are also announcing a 20% increase in the quarterly cash dividend on the company’s common stock to $0.15 per share,” said Irving Tan, CEO of WD.

（申報原文節錄，以原文為準）

Q2FY26 Highlights: • Revenue of $3.02 billion, up 25% year over year • GAAP gross margin of 45.7%; non-GAAP gross margin of 46.1% • GAAP diluted EPS of $4.73; non-GAAP diluted EPS of $2.13 • Cash flow from operations of $745 million; free cash flow of $653 million • Q3FY26 revenue expected to be up approximately 40% year over year at mid-point SAN JOSE, Calif.

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— January 29, 2026 — Western Digital Corporation (Nasdaq: WDC) today reported fiscal second quarter 2026 financial results for the period ended January 2, 2026. “Western Digital’s strong performance this quarter reflects our disciplined execution to meet demand in the AI-driven data economy, and the confidence our customers place in our ability to deliver reliable, high-capacity HDDs at scale,” said Irving Tan, CEO of Western Digital. “In our fiscal second quarter, we delivered strong revenue growth and gross margin expansion.

（申報原文節錄，以原文為準）

Q1FY26 Highlights: • Revenue of $2.82 billion, up 27% year over year • GAAP diluted EPS of $3.07 and non-GAAP diluted EPS of $1.78 • Cash flow from operations of $672 million; free cash flow of $599 million • Q2FY26 revenue expected to be up 20% year over year at mid-point SAN JOSE, Calif. — October 30, 2025 — Western Digital Corp.

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(Nasdaq: WDC) today reported fiscal first quarter 2026 financial results for the period ended October 3, 2025. “Western Digital continues to execute well in a strong demand environment driven by growth of data storage in the cloud. In our fiscal first quarter, we achieved revenue and gross margin above the high end of our guidance range, while delivering strong free cash flow,” said Irving Tan, CEO of Western Digital. “As AI accelerates data creation, Western Digital’s continued innovation and operational discipline position us well to capture new opportunities and drive sustained shareholder value.

（申報原文節錄，以原文為準）

Q4FY25 Highlights: • Revenue of $2.61 billion, up 30% year over year • GAAP diluted EPS of $0.67 and non-GAAP diluted EPS of $1.66 • Cash flow from operations of $746 million; free cash flow of $675 million • Fiscal year 2025 revenue of $9.52 billion, up 51% year over year • Q1FY26 revenue expected to be up 22% year over year at mid-point SAN JOSE, Calif. — July 30, 2025 — Western Digital Corp.

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(Nasdaq: WDC) today reported fiscal fourth quarter and fiscal year 2025 financial results for the period ended June 27, 2025. “Western Digital executed well in its fiscal fourth quarter, achieving revenue and gross margin above the high end of our guidance range while delivering strong free cash flow. In addition, during the quarter, we reduced debt by $2.6 billion, initiated a cash dividend, and announced the authorization of a $2.0 billion share repurchase program, reflecting our confidence in the long-term cash generating capability of our business,” said Irving Tan, CEO of Western Digital.

（申報原文節錄，以原文為準）