Western Digital Company (WDC) Discusses Transformation to Information-Centric Technique and AI-Pushed Storage Improvements Transcript


Q2: 2026-01-29 Earnings Abstract

EPS of $2.13 beats by $0.20

| Income of $3.02B (-29.59% Y/Y) beats by $81.80M

Western Digital Company (WDC) Discusses Transformation to Information-Centric Technique and AI-Pushed Storage Improvements February 3, 2026 9:30 AM EST

Firm Members

Ambrish Srivastava – Vice President of Investor Relations
Yew Tan – CEO & Deodor
Ahmed Shihab – Government VP & Chief Product Officer
Kris Sennesael – Government VP & CFO

Convention Name Members

Amit Daryanani – Evercore ISI Institutional Equities, Analysis Division
Aaron Rakers – Wells Fargo Securities, LLC, Analysis Division
Eric Compton – Morningstar Inc., Analysis Division
Asiya Service provider – Citigroup Inc., Analysis Division
Wamsi Mohan – BofA Securities, Analysis Division
Steven Fox – Fox Advisors LLC
Thomas O’Malley – Barclays Financial institution PLC, Analysis Division
Ananda Baruah – Loop Capital Markets LLC, Analysis Division
Mehdi Hosseini – Susquehanna Monetary Group, LLLP, Analysis Division
Christopher Muse – Cantor Fitzgerald & Co., Analysis Division

Presentation

Ambrish Srivastava
Vice President of Investor Relations

Good morning. And Chuck, you had me at Ambrish, however you simply jogged my memory how I ought to pronounce my very own final identify. So thanks. Look, what a implausible attendance, particularly on this chilly fridgeid in New York. So we actually admire all of you, not simply those that are right here. We additionally know, in fact, a few of you’ve got made the journey from exterior of city. So thanks for doing that.

And so forth behalf of your entire WD group, I wish to present a really heat welcome to all people, additionally to those that are becoming a member of us on our reside webcast. So now you all know that earlier than I say one other phrase, you understand what I’ll do. Sure. I’ll flip to our secure harbor assertion. So please bear with me and do take note of what we’ve got on the slide right here. Immediately’s dialogue consists of forward-looking statements. I’ve not memorized it. These statements are based mostly on present expectations and contain dangers and uncertainties that might trigger precise outcomes to vary materially. Further



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