earnings
confidence high
sentiment neutral
materiality 0.75
Western Digital Q2 FY2025 rev $4.29B, GAAP EPS $1.63; Q3 guide rev $3.75-3.95B, EPS $0.90-$1.20
WESTERN DIGITAL CORP
2025-Q2 EPS
reported $2.98
vs consensus $1.50
▲ beat
(+98.8%)
- Revenue $4.29B (+41% YoY, +5% QoQ); GAAP EPS $1.63 vs loss $0.93 YoY; Non-GAAP EPS $1.77.
- Cloud revenue $2.35B (55% of total, +119% YoY) driven by nearline HDD and Flash growth.
- Q3 FY2025 guidance: revenue $3.75-3.95B, Non-GAAP EPS $0.90-$1.20, below Q2 results.
- Gross margin improved to 35.4% GAAP (up 19.2 ppt YoY); operating cash flow $403M; cash $2.29B.
- Company finalizing separation of Western Digital and Sandisk businesses.