earnings
confidence high
sentiment positive
materiality 0.85
Western Digital Q1 rev $4.1B, GAAP EPS $1.35, non-GAAP $1.78; guides Q2 $4.2-4.4B
WESTERN DIGITAL CORP
2025-Q1 EPS reported
$1.35
revenue$4,095,000,000
- Revenue $4,095M, up 9% QoQ and 49% YoY; GAAP diluted EPS $1.35 vs $0.08 prior Q.
- Non-GAAP diluted EPS $1.78 vs $1.44 prior Q; non-GAAP operating income $884M vs $666M.
- Cloud revenue $2,208M (+17% QoQ, +153% YoY) driven by nearline HDD and enterprise SSD.
- Q2 FY2025 guidance: revenue $4.2-4.4B, non-GAAP EPS $1.75-2.05.
- On Oct 18, jury returned $316M patent verdict against Western Digital; company contests, expects to prevail; accounting assessment pending.