Key Takeaways WDC stock has surged 114% in three months as AI-driven demand fuels record high-capacity storage shipments.Solid ePMR and UltraSMR uptake and long-term HAMR orders are driving sales, margins and commitments.WDC is boosting profitability, cash flow and shareholder returns amid growing data-center demand.Western Digital Corporation’s ((WDC) shares have jumped 114.1% over the past three months, outpacing the 63.2% return in the Zacks Computer-Storage Devices industry. The stock has also outperfor ...

Q1FY26 Financial Results Western Digital October 30, 2025 2 WESTERN DIGITAL CONFIDENTIAL © 2025 Western Digital Corporation or its affiliates All rights reserved Disclaimers Forward-Looking Statements This presentation contains forward-looking statements within the meaning of federal securities laws, including statements regarding expectations for: the company's business outlook and financial performance for the second fiscal quarter of 2026 and beyond, and demand and market conditions for our products and ...