Western Digital's fiscal Q4 2026 exabyte shipments face strong tailwinds from sustained cloud and AI data-center demand for nearline HDDs, which drove a 34% year-over-year increase to 222 exabytes in Q3. Revenue guidance of $3.65 billion (up 36-44% YoY) with non-GAAP gross margins of 51-52% reflects higher UltraSMR mix, cost-per-terabyte declines, and ePMR volume ramps, including over 4 million latest-generation drives. The August 5 earnings release will provide the first full-quarter shipment data ahead of the 40-terabyte platform ramp expected later in calendar 2026. Traders monitor these metrics closely as they directly influence revenue, margins, and competitive positioning against Seagate amid elevated storage needs.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert235
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The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
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Markt eröffnet: Jul 18, 2026, 4:53 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...Western Digital's fiscal Q4 2026 exabyte shipments face strong tailwinds from sustained cloud and AI data-center demand for nearline HDDs, which drove a 34% year-over-year increase to 222 exabytes in Q3. Revenue guidance of $3.65 billion (up 36-44% YoY) with non-GAAP gross margins of 51-52% reflects higher UltraSMR mix, cost-per-terabyte declines, and ePMR volume ramps, including over 4 million latest-generation drives. The August 5 earnings release will provide the first full-quarter shipment data ahead of the 40-terabyte platform ramp expected later in calendar 2026. Traders monitor these metrics closely as they directly influence revenue, margins, and competitive positioning against Seagate amid elevated storage needs.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert


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