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Western Digital Corporation (WDC) Q2 2026 Earnings Call Transcript

Western Digital Corporation (WDC) Q2 2026 Earnings Call January 29, 2026 4:30 PM EST

Company Participants

Ambrish Srivastava – Vice President of Investor Relations
Tiang Yew Tan – CEO & Director
Kris Sennesael – Executive VP & CFO

Conference Call Participants

Aaron Rakers – Wells Fargo Securities, LLC, Research Division
Erik Woodring – Morgan Stanley, Research Division
Christopher Muse – Cantor Fitzgerald & Co., Research Division
Aisling Grueninger – BofA Securities, Research Division
Michael Cadiz – Citigroup Inc., Research Division
Hannah Liu – Evercore ISI Institutional Equities, Research Division
Karl Ackerman – BNP Paribas, Research Division
Thomas O’Malley – Barclays Bank PLC, Research Division
Vijay Rakesh – Mizuho Securities USA LLC, Research Division
Steven Fox – Fox Advisors LLC
Ananda Baruah – Loop Capital Markets LLC, Research Division
Hadi Orabi – TD Cowen, Research Division

Presentation

Operator

Good afternoon, and thank you for standing by. Welcome to Western Digital’s Second Quarter Fiscal 2026 Conference Call. [Operator Instructions] As a reminder, this call is being recorded.

Now I will turn the call over to Mr. Ambrish Srivastava, Vice President, Investor Relations. You may begin.

Ambrish Srivastava
Vice President of Investor Relations

Thank you, and good afternoon, everyone. Joining me today are Irving Tan, Western Digital’s Chief Executive Officer; and Kris Sennesael, Western Digital’s Chief Financial Officer.

Before we begin, please note that today’s discussion will contain forward-looking statements based on management’s current assumptions and expectations, which are subject to various risks and uncertainties. These forward-looking statements include expectations for our product portfolio, our business plans and performance, ongoing market trends and our future financial results. We assume no obligation to update these statements. Please refer to our most recent annual report on Form 10-K and our other filings with the SEC for more information on the risks and uncertainties that could cause actual results to differ materially from expectations.

In our prepared

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