Western Digital_ Analyst Day Takeaways_ Solid LT Growth Opportunities Driven By Capacity-Optimized HDD Cloud_AI Demand And Strong Technology_Manufacturing Scale. Thu Feb 13 2025

J P M O R G A N North America Equity Research 12 February 2025 Western Digital Analyst Day Takeaways: Solid LT Growth Opportunities Driven By Capacity-Optimized HDD Cloud/AI Demand And Strong Technology/Manufacturing Scale Yesterday, we attended WDC's Investor Day held in New York and came away with the view that the team is well positioned to deliver solid long-term revenue growth with a stable margin profile as cloud/hyperscalers continue to drive strong exabyte HDD storage demand on continued cloud data ...