智通财经APP获悉，西部数据(WDC.US)召开2026财年第二季度财报电话会。CEO Irving Tan透露2026日 历年的产能基本已售罄，已与前七大客户签订了确定采购订单。公司还与其中两家签订了覆盖2027年的 长期协议（LTA），与另一家签订了覆盖2028年的协议。Irving Tan强调AI推理应用将驱动HDD需求结 构性增长，推理过程生成海量的新数据，这些数据需要被低成本地存储。 Q&A 问答 主持人： 下午好，感谢您的耐心等待。欢迎参加西部数据2026财年第二季度电话会议。目前，所有参会者都处于 仅听模式。稍后，我们将进行问答环节。（操作员说明）提醒一下，本次通话正在录音。现在，我将把 会议交给投资者关系副总裁Ambrish Srivastava先生。您可以开始了。 Ambrish Srivastava，投资者关系副总裁： 谢谢，大家下午好。今天与我一同参会的有西部数据首席执行官Irving Tan和首席财务官Kris Sennesael。 在开始之前，请注意今天的讨论将包含基于管理层当前假设和预期的前瞻性陈述，这些陈述受到各种风 险和不确定性的影响。这些前瞻性陈述包括对我们产品组合、业务计划 ...

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1月29日，西部数据发布了2026财年第二季度财报，当季营收达到30.2亿美元，调整后每股收益2.13美元，双双超市场预期。 财报显示，西部数据第二财季净利润达到18.4亿美元，约合每股4.73美元，较去年同期的5.94亿美元（每股1.27美元）实现了210%增长。 尽管财务数据亮眼，但盘后股价下跌近3%。分析认为西部数据股价在1月份已大幅上涨超60%，利好出尽与获利回吐导致部分投资者选择在亮眼 财报公布后"卖出事实"以锁定利润。 在随后的财报电话会上，管理层表态关于"产能天花板"和"定价权"的极限。CEO Irving Tan直接指出：2026年产能已全部售罄，甚至有客户签下了 到2028年的供应长约。 利润狂飙，CFO确认75%增量毛利 财报显示公司Q2毛利率同比暴增770个基点至46.1%，且Q3指引进一步看高至48%。 富国银行资深分析师Aaron Rakers在现场直接"算账"： 根据47%-48%的指引，你们的增量毛利率（Incremental Margin）似乎维持在70%甚至75%的高位，这种暴利能持续吗？ CFO Kris Sennesael确认了分析师的测算： Aaron，你的数学很好。增 ...

29 January 2026 | 4:26PM EST Equity Research Western Digital Corp. (WDC): First Take: Strong results and guidance Key stock takeaways: We expect the stock to trade up following a strong quarter, with guidance well above the Street. We believe investor expectations were elevated given Seagate's strong report, as well as growing confidence in continued pricing and margin momentum as HDD shortages persist. We expect investors to focus on critical elements of management's commentary on the conference call, incl ...

1月29日国际金、银价格冲高后急跌；瑞士百达资管：黄金将持续受益于"货币贬值担忧"；苹果2026财 年第一财季营收创历史新高；闪迪2026财年第二财季营收增长61%；美联储新主席人选即将宣布；特朗 普称计划同伊朗对话。 【市场回顾】 北京时间1月30日，日韩股市主要股指走势分化。北京时间8时07分，韩国综合指数在开盘小幅走低后转 涨，涨幅为0.5%，日经225指数在高开后转跌，下跌0.17%。 当地时间1月29日，国际金、银价格冲高后急跌。现货黄金一度触及5598.75美元/盎司，随后跳水，日 内跌幅一度超5%；现货白银价格日内跌幅一度超8%。截至收盘，贵金属价格跌幅收窄，现货黄金跌 0.68%，现货白银跌0.63%。 当地时间1月29日，美股三大股指收盘涨跌不一。截至收盘，道琼斯工业指数涨0.11%报49071.56点，标 普500指数跌0.13%报6969.01点，纳斯达克指数跌0.72%报23685.12点。 当地时间1月29日，欧洲主要股指收盘涨跌不一。德国DAX指数跌1.92%报24347.16点；法国CAC40指 数涨0.06%报8071.36点；英国富时100指数涨0.17%报10171.76点 ...

Core Viewpoint - Western Digital Corporation (WDC) reported strong quarterly results and future outlook, driven by unprecedented demand for high-capacity HDDs due to the AI data center boom, exceeding Wall Street expectations [1][2][6]. Financial Performance - For Q2 FY26, Western Digital's total revenue increased by 25% year-over-year to $3.02 billion, surpassing analyst expectations of approximately $2.95 billion [2][3]. - The adjusted gross margin under non-GAAP was 46.1%, exceeding the expected 44.5% [2]. - Free cash flow was approximately $653 million, also above the forecast of $637 million [2]. - The adjusted EPS was $2.13, higher than the anticipated $1.93, with net profit increasing by 92% year-over-year to about $807 million [2][3]. Market Outlook - The company expects Q3 FY26 diluted EPS to range between $2.15 and $2.45, significantly above the consensus estimate of $1.99 [3]. - Total revenue for the upcoming quarter is projected to be between $3.1 billion and $3.3 billion, again exceeding analyst expectations [3]. Industry Context - The demand for enterprise-level high-capacity HDDs and SSDs is being driven by the rapid expansion of AI data centers, with major tech companies investing heavily in AI infrastructure [6][11]. - Western Digital, along with Seagate and SanDisk, has seen stock prices rise significantly, with Western Digital's stock increasing by 285% in 2025 and 60% since 2026 [1][6]. - The storage industry is experiencing a "super cycle," with a strong focus on nearline HDDs and enterprise SSDs to meet the growing storage needs of AI applications [7][11]. Supply Strategy - Western Digital and Seagate are not rushing to increase HDD production capacity, adhering to a "supply discipline" to avoid past cycles of overproduction and price wars [12][13]. - The company aims to enhance output through product structure and technology upgrades rather than expanding capacity aggressively [12].

| | | GAAP | | | | --- | --- | --- | --- | --- | | | Q2FY26 Q1FY26 | Q2FY25 | 0/0 | Y/Y | | Revenue | $3,017 $2,818 | $2.409 | +7% | +25% | | Gross Margin | 45.7% 43.5% | 37.7% | +220 bps | +800 bps | | Operating Income | $908 $792 | $560 | +15% | +62% | | Operating Margin | 30.1% 28.1% | 23.2% | +200 bps | +690 bps | | Diluted Net Income Attributable to Common Shareholders | $1,802 $1,154 | $455 | +56% | +296% | | Diluted Net Income Per Common Share | $4.73 $3.07 | $1.27 | +54% | +272% | 智通财经APP获悉，与闪迪、希捷共同 ...

西部数据公司(Western Digital Corporation)(NASDAQ: WDC )第二季度利润和收入均超华尔 街预期，并预测第三季度业绩将强于预期，这得益于云客户扩大数据中心容量以支持人工智能工 作负载的需求。西部数据股价在盘后交易中上涨约2%。 这家数据存储制造商报告第二季度每股收益为2.13美元，超过分析师预期的1.91美元。收入增 至31亿美元，高于29.2亿美元的一致预期。 西部数据预测第三季度每股收益为2.15至2.45美元，而分析师预期为1.99美元。公司预计收入 为31亿至33亿美元，同样高于29.8亿美元的一致预期。 西部数据公司(Western Digital Corporation)(NASDAQ: WDC )第二季度利润和收入均超华尔街预期，并 预测第三季度业绩将强于预期，这得益于云客户扩大数据中心容量以支持人工智能工作负载的需求。西 部数据股价在盘后交易中上涨约2%。 西部数据股价在过去一年中上涨了约六倍，这得益于云客户在人工智能投资激增期间寻求扩大数 据中心建设的需求。包括微软和Meta在内的大型科技公司表示，他们计划今年继续大力投资数 这些业绩出现之际，西部数据受益 ...

Core Insights - Western Digital (WDC) reported quarterly earnings of $2.13 per share, exceeding the Zacks Consensus Estimate of $1.95 per share, and up from $1.77 per share a year ago [1] - The company achieved a revenue of $3.02 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.24%, but down from $4.29 billion year-over-year [3] Earnings Performance - The earnings surprise for the recent quarter was +9.34%, following a previous surprise of +11.95% when earnings were $1.78 per share against an expectation of $1.59 [2] - Over the last four quarters, Western Digital has consistently surpassed consensus EPS estimates [2] Stock Performance - Western Digital shares have increased approximately 62.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [4] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating expectations for continued outperformance in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.94 on revenues of $2.93 billion, and for the current fiscal year, it is $7.78 on revenues of $11.88 billion [8] - The Computer-Storage Devices industry is currently ranked in the top 10% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [9] Related Industry Insights - Super Micro Computer (SMCI), another company in the same industry, is expected to report quarterly earnings of $0.49 per share, reflecting a year-over-year decline of -19.7%, with revenues projected at $10.44 billion, an increase of 84% from the previous year [10][11]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION (Mark One) Washington, D.C. 20549 ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 2, 2026 FORM 10-Q Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-8703 Registrant's telephone number, including area code: (408) 717-6000 Securities registered pursuant to Section 12(b) of the A ...