Western Digital (WDC)


October 21, 2022

Cutting Estimates for Recent Pressures

By Steven Fox

We cut our F2023E (Jun) EPS for Western Digital (WDC; $33.47; E/W) from $1.55 to $0.55 ahead of the company’s FQ1 (Sept) results and outlook, scheduled for Thursday (10/27 before market). Our model now assumes…

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July 13, 2022

Some Interesting SEMICON Comments

By Steven Fox

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June 21, 2022

Considering Consumer Demand Risks

By Steven Fox

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June 9, 2022

The Waiting is the Hardest Part

By Steven Fox

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April 29, 2022

Making Some Progress

By Steven Fox

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April 20, 2022

Still Some Shoes to Drop?

By Steven Fox

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March 3, 2022

NAND JV Back Online

By Steven Fox

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February 9, 2022

Discloses Major NAND Production Problem

By Steven Fox

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