Can Western Digital Sustain Margin Gains Amid Rising Competition?

Key Takeaways Western Digital's non-GAAP gross margin rose to 39.4% in fiscal 2025, with operating income up 578%.Spinning off SanDisk and rising nearline demand boosted margins, cash flow and financial strength.WDC guides Q1 revenue of $2.7B, gross margin of 41-42% and EPS of $1.54 at midpoint.Western Digital Corporation (WDC) has surprised investors with a strong turnaround in profitability over the past year. After struggling through the memory downturn and heavy losses in fiscal 2024, the company has bo ...