Western Digital (WDC) is scheduled to report fiscal third-quarter 2024 results on Apr 25.For the to-be-reported quarter, management projects non-GAAP earnings per share in the range of a loss of 10 cents to earnings of 20 cents. The Zacks Consensus Estimate is pegged at an earnings of 21 cents. WDC reported a loss per share of $1.37 in the prior-year quarter.Western Digital expects non-GAAP revenues in the range of $3.2-$3.4 billion. The consensus estimate is currently pegged at $3.33 billion, indicating an ...

经纪推荐 - 投资者在做出股票买入、卖出或持有决策之前通常会参考华尔街分析师的推荐[1] - 西部数据（WDC）目前的平均经纪推荐（ABR）为1.53，介于强烈买入和买入之间[2] - 经纪推荐中有12个强烈买入和一个买入，强烈买入和买入分别占所有推荐的70.6%和5.9%[3] - 经纪推荐虽然建议购买西部数据，但仅凭此信息做出投资决策可能不明智[4]

The most recent trading session ended with Western Digital (WDC) standing at $71.06, reflecting a +0.89% shift from the previouse trading day's closing. This change outpaced the S&P 500's 0.03% gain on the day. On the other hand, the Dow registered a gain of 0.41%, and the technology-centric Nasdaq increased by 0.12%.Heading into today, shares of the maker of hard drives for businesses and personal computers had gained 18.75% over the past month, outpacing the Computer and Technology sector's loss of 0.55% ...

公司业务 - 公司计划在2024年分离两个业务部门，以创建两家独立的上市公司[13] - 公司计划提供云存储服务，同时提供闪存和硬件技术[4] - 公司的硬盘驱动器业务部门的毛利润显著高于闪存业务部门，如果硬盘驱动器业务部门独立交易，其Ev/FCF可能更高[13] 公司财务 - 公司最近发布了超出预期的每股收益，21位分析师提高了他们的每股收益预期[1] - 公司报告的净债务金额接近50.4亿美元，但管理层已经做出了减少债务总额的重大努力[11] - 公司的资产负债比率接近2倍，资产负债表看起来相当稳定[12] 公司战略 - 公司的战略包括品牌认知和在产品销售方面的有机扩张，最近的重组努力可能在未来产生积极影响[13] - 公司面临来自供应链风险、新税收、全球关税等方面的风险，但仍然值得投资[38]

SUQIAN, CHINA - OCTOBER 28, 2023 - Photo illustration Western Digital, Suqian, Jiangsu Province, ... [+] China, October 28, 2023. (Photo credit should read CFOTO/Future Publishing via Getty Images)Future Publishing via Getty ImagesWestern Digital WDC (NASDAQ: WDC) recently provided an update on its plan to split the company into two verticals - hard drive and NAND business. The current CEO of Western Digital - David Goeckeler - will head the NAND flash memory spinoff company, while Irving Tan, currently exe ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

业绩总结 - 公司在上一季度的业绩表现非常出色，NAND业务和HDD业务都有所增长[1] - 预计本季度公司的盈利性能将超过预期，每股收益将超过指导范围的最高值[2] - 公司在负债管理方面取得了进展，已偿还去年借款的一半，另外3亿美元将于6月底到期[5] 用户数据 - 公司决定将NAND和HDD业务分开，分别由David Goeckeler和Irving 10领导[3] - 公司与JSAT达成合资协议，出售上海的后端组装和测试工厂，保留20%的股权[4] - 公司计划在第三季度以6.24亿美元的价格出售一项制造资产[5] 未来展望 - 公司认为分拆后的两个业务都是世界一流的资产，有望在未来取得更好的ROI[4] - 公司预计在财务年度24年，相对于23年，资本支出将显著下降[5] - 公司计划在明年推出BiCS8技术节点[7] 新产品和新技术研发 - 公司对硬盘技术HAMR的发展表示信心，认为在未来5年将有更多部署[6] - 公司强调SMR技术的重要性，认为是数据中心增长的下一个增长点[7] - 公司将部分产品转向BiCS6和BiCS8技术节点，以降低波动性[8] 市场扩张和并购 - 公司与JSAT达成合资协议，出售上海的后端组装和测试工厂，保留20%的股权[4] - 公司计划在第三季度以6.24亿美元的价格出售一项制造资产[5] 负面信息 - 公司在负债管理方面取得了进展，已偿还去年借款的一半，另外3亿美元将于6月底到期[5] - 上一个周期受到疫情影响，需关注技术和产品的优势，以及多元化组合的重要性[9]

SAN JOSE, Calif.--(BUSINESS WIRE)--Western Digital Corp. (NASDAQ: WDC) (“Western Digital” or “the Company”) today provided an update on its previously announced plan to separate into two independent, publicly traded companies. On track for the second half of calendar year 2024, significant progress towards the completion of the separation is underway with key transactional projects including global legal entity establishment, customer and supplier contract transfers, final stage preparation for government f ...

IT之家 2 月 18 日消息，据路透社援引日本共同社报道，日本 3D NAND 闪存制造商铠侠（Kioxia）向其投资者、韩国竞争对手 SK 海力士（SK Hynix）提议，允许其在铠侠位于日本的工厂生产非易失性存储器。此举旨在让 SK 海力士改变其对铠侠与西部数据合并计划的反对态度，目前尚不清楚 SK 海力士是否会对此提议感兴趣。 IT之家注意到，铠侠与西部数据的合并谈判去年陷入停滞，原因是韩国公司 SK 海力士反对美日两家公司合并成大型 3D NAND 闪存芯片巨头。SK 海力士之所以阻挠合并，是因为合并后的公司规模将远超其自身。 为了克服这一障碍并获得 SK 海力士的支持，铠侠提议允许其使用由铠侠和西部数据联合运营的日本 3D NAND 晶圆厂来生产芯片。这一战略性提议旨在为合并获得批准铺平道路，最终在全球 3D NAND 闪存芯片市场中创造一个巨头。 借助铠侠提供的额外产能，SK 海力士可以大幅提升其 3D NAND 存储器产量，而无需投资扩建或新建工厂，这看起来似乎是一个颇具吸引力的提议。然而，该交易的具体财务条款尚未披露。 根据 TrendForce 追踪的 2023 年第三季度市场份额，合并 ...

Semiconductors provide functionality and life to the digital age. Everything from our smartphones, tablets, PCs and even cars are, in some way or another, powered by these tiny silicon-based devices. While providing functionality to a multiplicity of electronic devices in the modern era, semiconductors are also critical to supercharging technological revolutions, including breakthroughs in artificial intelligence (AI), machine learning and quantum computing.Many of these modern semiconductor applications wo ...