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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$45B
P/E ratio
~18×
Revenue (FY26e)
~$12.5B
Rev. growth
+31%
Cloud mix
~89%
Exabytes shipped (Q)
~222 EB
Profit margin
~18%
Net cash
Yes (2026)
In plain English
After spinning off its flash/SanDisk business in early 2025, Western Digital is a pure-play hard-disk-drive maker. It designs and builds the high-capacity nearline drives that store the world's data — and almost all of it now goes to a handful of hyperscale cloud giants stocking AI data centres. Its entire 2026 HDD output is sold out under firm purchase orders. It competes head-to-head with Seagate and, on flash, with Samsung and SK Hynix.
In simple terms
What Western Digital really sells
After spinning off its flash/SanDisk business in early 2025, Western Digital is a pure-play hard-disk-drive maker. It designs and builds the high-capacity nearline drives that store the world's data — and almost all of it now goes to a handful of hyperscale cloud giants stocking AI data centres. Its entire 2026 HDD output is sold out under firm purchase orders. It competes head-to-head with Seagate and, on flash, with Samsung and SK Hynix.
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