Q2: 2026-01-29 Earnings Summary

EPS of $2.13 beats by $0.20

| Revenue of $3.02B (-29.59% Y/Y) beats by $81.80M

Western Digital Corporation (WDC) Discusses Transformation to Data-Centric Strategy and AI-Driven Storage Innovations February 3, 2026 9:30 AM EST

Company Participants

Ambrish Srivastava - Vice President of Investor Relations Tiang Yew Tan - CEO & Director Ahmed Shihab - Executive VP & Chief Product Officer Kris Sennesael - Executive VP & CFO

Conference Call Participants

Amit Daryanani - Evercore ISI Institutional Equities, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Eric Compton - Morningstar Inc., Research Division Asiya Merchant - Citigroup Inc., Research Division Wamsi Mohan - BofA Securities, Research Division Steven Fox - Fox Advisors LLC Thomas O’Malley - Barclays Bank PLC, Research Division Ananda Baruah - Loop Capital Markets LLC, Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division

Presentation

Ambrish Srivastava Vice President of Investor Relations

Good morning. And Chuck, you had me at Ambrish, but you just reminded me how I should pronounce my own last name. So thank you. Look, what a fantastic attendance, especially in this cold fridgeid in New York. So we really appreciate all of you, not just those who are here. We also know, of course, some of you have made the trip from outside of town. So thank you for doing that.

And so on behalf of the entire WD team, I would like to provide a very warm welcome to everybody, also to those who are joining us on our live webcast. So now you all know that before I say another word, you know what I’m going to do. Yes. I’m going to turn to our safe harbor statement. So please bear with me and do pay attention to what we have on the slide here. Today’s discussion includes forward-looking statements. I’ve not memorized it. These statements are based on current expectations and involve risks and uncertainties that could cause actual results to differ materially. Additional