Vi e w p o i n t | 05 Aug 2026 22:55:56 ET │ 11 pages Western Digital (WDC.N) Management Callback Takeaways CITI'S TAKE We spoke with WDC management post June-Q earnings and recap our key takeaways below. 40TB ePMR ramp underway: The company has started shipping 40TB nearline drives and expects them to represent 50% of nearline exabytes shipped by Q3 FY2027. The transition from 32TB to 40TB drives increases capacity per drive by nearly 30%. Strong AI-driven demand visibility: Customers are providing demand ...