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Jun 30, 2023

Western Digital Q4 2023 Earnings Report

Reported fiscal fourth quarter and fiscal year 2023 financial results, with revenue above expectation and delivery of industry-leading products.

Key Takeaways

Western Digital reported Q4 2023 revenue of $2.7 billion, a 5% decrease sequentially. GAAP EPS was $(2.27) and Non-GAAP EPS was $(1.98). The company expects Q1 2024 revenue to be between $2.55 billion and $2.75 billion.

Q4 revenue was $2.7 billion, down 5% sequentially.

Cloud revenue decreased 18% sequentially, while Client revenue increased 6% and Consumer revenue increased 3%.

GAAP EPS was $(2.27) and Non-GAAP EPS was $(1.98), including $211 million of underutilization related charges.

Expect fiscal first quarter 2024 revenue to be in the range of $2.55 billion to $2.75 billion.

Total Revenue
$2.67B
Previous year: $4.53B
-41.0%
EPS
-$1.98
Previous year: $1.78
-211.2%
Gross Profit
$92M
Previous year: $1.45B
-93.6%
Cash and Equivalents
$2.02B
Previous year: $2.33B
-13.1%
Free Cash Flow
-$187M
Previous year: -$97M
+92.8%
Total Assets
$24.4B
Previous year: $26.3B
-7.0%

Western Digital

Western Digital

Western Digital Revenue by Segment

Forward Guidance

Western Digital expects fiscal first quarter 2024 revenue to be in the range of $2.55 billion to $2.75 billion and Non-GAAP EPS in the range of $(2.10) to $(1.80).

Revenue & Expenses

Visualization of income flow from segment revenue to net income