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Dec 31, 2021

Western Digital Q2 2022 Earnings Report

Reported strong results exceeding guidance, despite ongoing supply chain disruptions and COVID-related challenges.

Key Takeaways

Western Digital reported a strong fiscal second quarter with revenue of $4.83 billion, up 23% year-over-year. GAAP EPS was $1.79 and non-GAAP EPS was $2.30. The company generated $666 million in operating cash flow and $407 million in free cash flow.

Second quarter revenue was $4.83 billion, up 23% year-over-year.

Cloud revenue increased by 89%, Client revenue declined by 1%, and Consumer revenue remained flat year-over-year.

Second quarter GAAP earnings per share was $1.79 and non-GAAP EPS was $2.30, including $70 million in COVID-related expenses.

Generated operating cash flow of $666 million and free cash flow of $407 million.

Total Revenue
$4.83B
Previous year: $3.94B
+22.6%
EPS
$2.3
Previous year: $0.69
+233.3%
Gross Profit
$1.58B
Previous year: $960M
+64.9%
Cash and Equivalents
$2.53B
Previous year: $2.96B
-14.4%
Free Cash Flow
$407M
Previous year: $149M
+173.2%
Total Assets
$26B
Previous year: $25.6B
+1.9%

Western Digital

Western Digital

Western Digital Revenue by Segment

Forward Guidance

Western Digital expects fiscal third quarter 2022 revenue to be in the range of $4.45 billion to $4.65 billion with non-GAAP EPS in the range of $1.50 to $1.80.

Revenue & Expenses

Visualization of income flow from segment revenue to net income