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Mar 31, 2023

Western Digital Q3 2023 Earnings Report

Reported revenue at the high end of guidance with Non-GAAP gross margin also near the top of its expected range due to strong performance in both HDD and Flash businesses.

Key Takeaways

Western Digital reported Q3 2023 financial results, with revenue at $2.8 billion, GAAP EPS of $(1.82), and Non-GAAP EPS of $(1.37). The company expects Q4 2023 revenue to be between $2.40 billion and $2.60 billion.

Third quarter revenue was $2.8 billion, at the high end of the guidance range.

Third quarter GAAP earnings per share (EPS) was $(1.82) and Non-GAAP EPS was $(1.37), which includes $200 million of underutilization related charges in Flash and HDD.

Third quarter GAAP operating loss was $472 million and Non-GAAP operating loss was $304 million.

Expect fiscal fourth quarter 2023 revenue to be in the range of $2.40 billion to $2.60 billion.

Total Revenue
$2.8B
Previous year: $4.38B
-36.0%
EPS
-$1.37
Previous year: $1.65
-183.0%
Gross Profit
$286M
Previous year: $1.18B
-75.8%
Cash and Equivalents
$2.22B
Previous year: $2.51B
-11.4%
Free Cash Flow
-$505M
Previous year: $148M
-441.2%
Total Assets
$25.2B
Previous year: $25.7B
-2.1%

Western Digital

Western Digital

Western Digital Revenue by Segment

Forward Guidance

Western Digital expects fiscal fourth quarter 2023 revenue to be in the range of $2.40 billion to $2.60 billion and Non-GAAP EPS in the range of $(2.20) to $(1.90).

Revenue & Expenses

Visualization of income flow from segment revenue to net income