Western Digital(US:WDC) 智通财经网·2025-10-31 14:08Core Viewpoint - The storage sector experienced a significant rally, driven by strong earnings from Western Digital, which exceeded analyst expectations, indicating robust demand in the cloud data storage market [1] Group 1: Company Performance - Western Digital's Q3 revenue grew by 27.4% year-over-year, reaching $2.82 billion, surpassing analyst expectations of $2.74 billion by $0.08 billion [1] - Adjusted earnings per share (EPS) for Western Digital were $1.78, exceeding the analyst forecast of $1.58 by 12.9% [1] - The CEO of Western Digital, Irving Tan, highlighted strong operational performance driven by increasing demand for cloud data storage, with revenue and gross margin exceeding guidance in the first quarter of the fiscal year [1] Group 2: Market Reaction - Following the earnings report, Western Digital's stock surged nearly 10%, while SanDisk rose over 4%, and both Micron Technology and Seagate Technology saw increases of over 1% [1]