NuAxiSemiconductor trade intelligence
Western Digital widens margins on pricing and exabyte growth
What happened
Western Digital reported results for the three months ended October 2, 2026 (its fiscal first quarter): revenue rose 55% from a year earlier to US$4.38 billion, while GAAP gross margin climbed to 57.8% from 43.5%. According to the results release the company filed with the US Securities and Exchange Commission on October 22, its hard-drive business is turning demand into profit faster than into sales. Its guidance indicates margins will widen further in the December quarter. The source attributes the margin improvement to pricing and exabyte growth.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
hard drives
financial_resultsgross_marginrevenueguidancepricingexabyte_growth
Source and time
Source: DigiTimes Asia · 10/22/2026 · View original source
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