J P M O R G A N North America Equity Research 06 August 2026 Western Digital F4Q26 Review: Strong Pricing Anchors Beat As Exabytes Temporarily Lag Amid Product Transitions Western Digital delivered a modest beat on earnings relative to consensus for F4Q26 as well as on its F1Q27 guidance, with the upside to consensus revenue driven primarily by pricing, which tracked better than expected at roughly +high- teens % y/y (vs. JPMe of +12% y/y, up from high-single-digits in F3Q26) and ahead of the trends witness ...