Western Digital: 3 Key Takeaways for Long-Term Investors

Western Digital reported 55% year-over-year revenue growth to $4.4 billion in Q1 FY2027, driven by expanding cloud storage demand from AI. The company is leveraging ePMR technology to increase storage capacity without additional factory investments, expanded gross margins to 58% through higher-capacity drives and pricing discipline, and has improved customer visibility through 2030 as AI workloads drive demand across cloud, enterprise, and neocloud markets.