核心观点 - 华尔街预计西部数据在截至2024年12月的季度财报中将实现收入和盈利的同比增长 公司股价可能因实际业绩与预期的对比而波动 [1][2] 财务预期 - 西部数据预计季度每股收益为1.75美元 同比增长353.6% 预计收入为42.8亿美元 同比增长41.1% [3] - 过去30天内 季度每股收益的共识预期下调了8.27% 反映了分析师对初始预期的重新评估 [4] 盈利预测模型 - Zacks盈利ESP模型通过比较最准确预期与共识预期来预测盈利偏差 最准确预期是分析师在财报发布前的最新预测 [5][6] - 正盈利ESP理论上表明实际盈利可能高于共识预期 但模型的预测能力仅对正ESP显著 [7] - 正盈利ESP与Zacks排名1-3的组合在70%的情况下能产生正盈利惊喜 且Zacks排名增强了盈利ESP的预测能力 [8] - 负盈利ESP并不一定意味着盈利未达预期 但难以预测盈利惊喜 [9] 西部数据的盈利预期 - 西部数据的最准确预期低于共识预期 盈利ESP为-0.19% 表明分析师近期对公司盈利前景持悲观态度 [10][11] - 公司当前Zacks排名为4 结合负盈利ESP 难以预测其将超越共识预期 [11] 历史盈利表现 - 西部数据在过去四个季度中均超越了共识每股收益预期 最近一个季度实际每股收益为1.78美元 超出预期2.30% [12][13] 股价影响因素 - 盈利惊喜或未达预期并非股价波动的唯一因素 其他因素也可能导致股价下跌或上涨 [14] - 尽管西部数据当前不具备明显的盈利惊喜潜力 但投资者仍需关注其他可能影响股价的因素 [16]

Western Digital Corporation (WDC) recently announced its preliminary financial results for the second quarter of fiscal 2025, which ended on Dec. 27, 2024. The company is scheduled to report fiscal second-quarter results on Jan. 29, 2025, after market close.WDC’s Q2 Preliminary ResultsWestern Digital's revenues for the fiscal second quarter are expected to be at the mid-point of its previously issued guidance of $4.20 billion to $4.40 billion, which was given in the first quarter of fiscal 2025.However, the ...

Wall Street analysts rerated Western Digital Corp WDC after the company offered several updates on Thursday, including its fourth-quarter results and the departure of its CFO.Western Digital announced that its current CFO, Wissam Jabre, would retire effective Feb. 28, following the planned separation of the company’s Flash and HDD businesses. Following the transaction, the company will begin a search for a new CFO.Also Read: Microsoft Launches CoreAI Division: Ex-Meta Exec To Supercharge Copilot And AI Inno ...

The latest trading session saw Western Digital (WDC) ending at $59.62, denoting a -1.78% adjustment from its last day's close. The stock's change was less than the S&P 500's daily loss of 1.07%. Meanwhile, the Dow lost 0.97%, and the Nasdaq, a tech-heavy index, lost 1.19%.The maker of hard drives for businesses and personal computers's stock has dropped by 16.84% in the past month, falling short of the Computer and Technology sector's gain of 4.8% and the S&P 500's loss of 0.36%.Analysts and investors alike ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Western Digital (WDC) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Western Digital currently has an ave ...

公司 * **公司名称**： Western Digital Corporation (NASDAQ:WDC) * **参与人员**： David Goeckeler - CEO, Wissam Jabre - EVP and CFO * **会议主题**： 公司业务分离、财务状况、市场趋势和未来展望 * **会议时间**： 2024年12月12日 12:15 PM ET * **会议地点**： Barclays 22nd Annual Global Technology Conference 核心观点和论据 * **业务分离**： 公司正在推进将业务分为两个独立公司，其中闪存业务将通过融资独立运营。这一过程预计将在2025年完成。 * **财务状况**： 公司预计2025年将面临一些波动，但长期来看对业务前景持乐观态度。 * **市场趋势**： 公司认为，NAND市场需要更加注重实际需求，而不是过度依赖弹性。公司正在采取措施提高盈利能力，包括优化产品组合、提高研发投入和加强品牌建设。 * **技术发展**： 公司在NAND和HDD领域都取得了技术突破，包括NAND的wafer bonding技术和HDD的ePMR和UltraSMR技术。 * **竞争**： 公司认为自己在NAND和HDD市场都拥有强大的竞争力，并正在积极应对来自竞争对手的挑战。 其他重要内容 * **NAND市场**： 公司预计NAND市场将在2025年实现高个位数增长，并认为自己在企业级SSD市场拥有良好的增长潜力。 * **HDD市场**： 公司认为HDD市场将继续增长，并预计HDD和SSD将在AI应用中发挥互补作用。 * **成本控制**： 公司正在采取措施降低成本，包括优化供应链管理和提高生产效率。 * **投资者关系**： 公司将定期与投资者沟通，并分享公司的最新进展。 引用原文 * [序号1]： "Western Digital Corporation (NASDAQ:WDC) Barclays 22nd Annual Global Technology Conference" * [序号2]： "We're happy to be here." * [序号3]： "The Form-10 finally is out." * [序号4]： "To read all of it." * [序号5]： "I had some people to help me out there. I think that the most interesting thing that people paid attention to in advance and kind of now have a little more clarity to is the operating profit of the two businesses." * [序号6]： "I think that's a good way to start." * [序号7]： "We'll be making forward looking statements in today's discussion based on management's current assumptions and expectations..." * [序号8]： "Please refer to our most recent financial report on Form 10-K and our other filings with the SEC for more information on the risk and uncertainties that could cause actual results to differ materially from expectations." * [序号9]： "Now we can get into it. Did you have any questions?" * [序号10]： "Revenue split relatively evenly between the two businesses as we've known, but profitability, you get a view of the flash business in general. Can you talk about efforts that can be made on the flash side over the course of the next year, where you can see that increasing profitability?" * [序号11]： "We announced this back on October 30 last year. We were kind of putting a pin in the end of this calendar year, and to be ready to go through this separation." * [序号12]： "We feel really good about where it's at. We've gotten a lot of questions on, is this going to be timed of where we are in the cycle or where the market's at? That's not what we're doing. This is like long-term strategy." * [序号13]： "We've been executing as two separate companies. It's gone quite well, very smooth." * [序号14]： "We've been executing smoothly. We're basically doing a dry run for our systems, our processes, the ability to sort of operate two separate companies under one umbrella." * [序号15]： "We're expecting a few choppy quarters here. We're kind of in a mid cycle point in the business." * [序号16]： "We're not done yet. We'll see how it all adds up in the end." * [序号17]： "We think the business needs to be managed differently. I mean, this idea that there is perpetual 30% growth that we're all supplying into is not realistic." * [序号18]： "We were a big believer that this idea of the layers race is over, like let's build the largest stacks, most expensive CapEx intensity NAND we can and just put that in the market. Let the market absorb it." * [序号19]： "We've got, we believe as a business we've got scale where it really matters." * [序号20]： "We have scale of R&D as the largest provider in the market. That means we can invest more engineers, as many engineers as anybody in the market to build the best core product." * [序号21]： "We're very optimistic on the setup of the business as we go through '25." * [序号22]： "We have a positive bias on PC is coming back. We have a positive bias on smartphones coming back. We think the data center eSSD has legs throughout the year." * [序号23]： "If we see two, three quarter of this and we're going to see this kind of choppy, more headwinds than we expected, then we'll look at the production side of the business." * [序号24]： "So this concept of utilization is very complex, right, because there's a nodal mix and how fast you move the nodal mix forward..." * [序号25]： "We're excited about the portfolio. We've been working on this for a while." * [序号26]： "We've been making progress on that. We entered the year thinking that we would have about 10% of our bit shipments by the end of the fiscal year being an enterprise SSD." * [序号27]： "The vast majority of what you'll call bulk storage of what gets stored, of what we all produce on a daily basis of content is going to be stored on HDDs, right?" * [序号28]： "And when you store a tremendous amount of data, it is worth you going through that arbitrage to figure out what I should store on HDD and what I should store on flash, right?" * [序号29]： "And as the world produces more data and more and data becomes more valuable, like I'm seeing a lot more now just in the last month about people are running out of data to train their large language models." * [序号30]： "And so this -- it's a virtuous cycle we put out another piece of work, the AI data cycle that kind of decomposes this." * [序号31]： "So I realized I didn't answer the second part of your question. Is the enterprise SSD demand coming from returning enterprise or AI?" * [序号32]： "We've been stating our approach, our strategy for quite some time now that we do intend to continue to build our road map on ePMR and UltraSMR out in the high 30s terabyte." * [序号33]： "And we have line of sight to continue to develop that technology and their road map into the high 30s until we get to that sort of 40-terabyte point, where we think the intersection with HAMR from a technology and from, more importantly, from an economics perspective, starts making sense." * [序号34]： "And we have managed to continue to drive better margins because we're manufacturing on technology that's very well proven, that can be manufactured at very high scale, that is very highly reliable and where we understand the cost structure really, really well." * [序号35]： "And I think that was a really smart strategy. I think it's worked very well." * [序号36]： "And I think that was a really smart strategy. I think it's worked very well." * [序号37]： "And I think that was a really smart strategy. I think it's worked very well." * [序号38]： "And I think that was a really smart strategy. I think it's worked very well." * [序号39]： "And I think that was a really smart strategy. I think it's worked very well." * [序号40]： "And I think that was a really smart strategy. I think it's worked very well." * [序号41]： "And I think that was a really smart strategy. I think it's worked very well." * [序号42]： "And I think that was a really smart strategy. I think it's worked very well." * [序号43]： "And I think that was a really smart strategy. I think it's worked very well." * [序号44]： "And I think that was a really smart strategy. I think it's worked very well." * [序号45]： "And I think that was a really smart strategy. I think it's worked very well." * [序号46]： "And I think that was a really smart strategy. I think it's worked very well." * [序号47]： "And I think that was a really smart strategy. I think it's worked very well." * [序号48]： "And I think that was a really smart strategy. I think it's worked very well." * [序号49]： "And I think that was a really smart strategy. I think it's worked very well." * [序号50]： "And I think that was a really smart strategy. I think it's worked very well." * [序号51]： "And I think that was a really smart strategy. I think it's worked very well." * [序号52]： "And I think that was a really smart strategy. I think it's worked very well." * [序号53]： "And I think that was a really smart strategy. I think it's worked very well." * [序号54]： "And I think that was a really smart strategy. I think it's worked very well." * [序号55]： "And I think that was a really smart strategy. I think it's worked very well." * [序号56]： "And I think that was a really smart strategy. I think it's worked very well." * [序号57]： "And I think that was a really smart strategy. I think it's worked very well." * [序号58]： "And I think that was a really smart strategy. I think it's worked very well." * [序号59]： "And I think that was a really smart strategy. I think it's worked very well." * [序号60]： "And I think that was a really smart strategy. I think it's worked very well." * [序号61]： "And I think that was a really smart strategy. I think it's worked very well." * [序号62]： "And I think that was a really smart strategy. I think it's worked very well." * [序号63]： "And I think that was a really smart strategy. I think it's worked very well." * [序号64]： "And I think that was a really smart strategy. I think it's worked very well." * [序号65]： "And I think that was a really smart strategy. I think it's worked very well." * [序号66]： "And I think that was a really smart strategy. I think it's worked very well."

Western Digital Corporation (NASDAQ:WDC) Wells Fargo 8th Annual TMT Summit Conference Call December 4, 2024 12:30 PM ET Company Participants Rob Soderbery - Executive Vice President, Flash Conference Call Participants Aaron Rakers - Wells Fargo Securities Aaron Rakers Perfect. So, why don't we go ahead and get started. I'm Aaron Rakers. I'm the IT hardware and semiconductor analyst here at Wells Fargo. Thank you for joining us this morning at Wells Fargo's 8th Annual TMT Conference. And pleased to have the ...

In the latest market close, Western Digital (WDC) reached $73.43, with a +0.6% movement compared to the previous day. The stock outpaced the S&P 500's daily gain of 0.25%. Elsewhere, the Dow lost 0.29%, while the tech-heavy Nasdaq added 0.97%.The maker of hard drives for businesses and personal computers's shares have seen an increase of 10.79% over the last month, surpassing the Computer and Technology sector's gain of 0.06% and the S&P 500's gain of 3.51%.The investment community will be paying close atte ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Western Digital (WDC) .Western Digital currently has an average brokerage recommendation (ABR) ...

文章核心观点 - 投资者长期以来将芯片股票视为高度周期性的投资，因此不值得给予与市场其他部分相同的估值倍数 这种负面看法在2024年仍然存在 [1] 分析师背景 - 分析师Gary Alexander在华尔街和硅谷拥有覆盖科技公司的经验，并担任多家种子轮初创公司的外部顾问 他对塑造当前行业趋势的许多主题有深入了解 自2017年以来，他一直是Seeking Alpha的定期撰稿人，并在许多网络出版物中被引用，其文章被分发到Robinhood等流行交易应用的公司页面 [1] 分析师披露 - 分析师持有西部数据（WDC）股票的长期受益头寸，包括通过股票所有权、期权或其他衍生品 分析师撰写本文表达个人观点，未接受除Seeking Alpha以外的任何补偿，与本文提及股票的公司无业务关系 [2] Seeking Alpha披露 - 过去的表现不能保证未来的结果 本文不构成任何投资的建议或意见 上述观点可能不代表Seeking Alpha的整体观点 Seeking Alpha不是持牌证券交易商、经纪人或美国投资顾问或投资银行 其分析师包括专业投资者和未获任何机构或监管机构许可或认证的个人投资者 [3]