Western Digital Corporation
WDC
Jodie read · what matters now
Revenue increased 45.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to WDC, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.
What improved
- Revenue increased 45.5% versus the comparable filing period.
- Operating margin improved 2.5 percentage points.
- Net income increased 516.3% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Gross Profit and Gross Margin Gross profit increased by $764 million for the three months ended April 3, 2026 from the comparable period in the prior year, due to an increased volume of shipments, a lower cost structure on our newer generation products and improved pricing.”
“Gross margin increased by 10 percentage points year over year, primarily due to a lower cost structure on our newer generation products and improved pricing.”
“Gross profit increased by $1.66 billion for the nine months ended April 3, 2026 from the comparable period in the prior year and gross margin increased by 9 percentage points during the same year-over-year period, primarily due to the same factors noted for the three-month period above.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind WDC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 3 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
WDC is currently a Participant in the organic co-movement group Infrastructure Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.