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Western Digital (WDC) investor relations material
Western Digital Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025
Market trends and demand outlook
Strong and strengthening demand environment, with no significant supply-demand imbalance; supply remains tight but manageable.
AI acceleration is driving higher storage growth, with exabyte CAGR forecasted at 15% base case and up to 23% from 2024–2028.
Most new storage capacity additions will remain hard disk drives due to a 6x cost advantage and 3.6x lower TCO compared to flash.
No significant market share shifts expected between HDD and SSD; both segments are growing rapidly.
Top 10 customers account for about 68% of revenue, with hyperscalers representing more than half of the business.
Technology and product roadmap
Growth in storage output will be driven primarily by areal density improvements, not by increasing unit capacity.
UltraSMR now comprises 40–45% of nearline shipments, expected to reach 50% by end of 2025.
Next-gen ePMR drives (up to 36TB) targeted for qualification in H1 2026 and ramp in H2 2026.
HAMR drives (36–44TB) targeted for qualification in H2 2026 and volume ramp in H1 2027, with focus on quality, reliability, and manufacturability.
Recent ePMR ramp demonstrated ability to scale new technology with high quality and reliability.
Pricing, customer agreements, and supply strategy
Pricing per terabyte/exabyte has been stable over recent quarters and is expected to remain so, supported by long-term agreements.
Four of five largest customers have purchase orders through fiscal 2026; two have orders into fiscal 2027.
Long-term agreements and purchase orders provide strong visibility and stability, with flexibility to adjust production if demand fluctuates.
Investments focus on areal density and operational efficiency rather than expanding unit capacity.
Detail HAMR ramp strategy for quality and yield
What drives gross margin expansion beyond pricing?
Describe LTA coverage and key commercial terms
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Frequently asked questions
Western Digital Corporation develops, manufactures, and sells data storage devices and solutions. The company's product portfolio includes hard disk drives (HDDs) and solid state drives (SSDs) for computing devices, such as desktop and notebook personal computers (PCs), smart video systems, gaming consoles, and set top boxes; flash-based embedded storage products for mobile phones, tablets, notebook PCs, and other portable and wearable devices, as well as automotive, Internet of Things, industrial, and connected home applications; and flash-based memory wafers. It also offers datacenter devices comprising HDDs designed for enterprise performance; enterprise solid state drives (eSSDs) that are used in server and datacenter environments; enterprise-class HDDs and SSDs; system solutions for shared storage environments in the cloud; capacity HDDs for use in data centers to store bulk unstructured data primarily used by cloud service providers under original equipment manufacturer agreements; dual-port multi-protocol NVMe PCIe SSDs that are used in various internet applications; data center software solution that enables customers to efficiently manage their storage infrastructures; and data center systems.
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