Western Digital Corporation: Can They Build A Strong Competitive Positioning In The AI-Driven Economy?

Western Digital Corporation reported strong fourth-quarter fiscal 2025 financial results, showcasing increased demand driven chiefly by the data center market, predominantly through hyperscale customers. The company generated $2.6 billion in revenue, which constituted a 30% yearly increase, and achieved a non-GAAP gross margin of 41.3%. This result was driven by the mix shift toward higher capacity drives and effective cost management. Earnings per share stood at $1.66, surpassing the guidance range.