Western Digital Corporation (WDC) Q4 2026 Earnings Call Transcript

Western Digital Corporation ( WDC ) Q4 2026 Earnings Call August 5, 2026 4:30 PM EDT Company Participants Ambrish Srivastava - Vice President of Investor Relations Tiang Yew Tan - CEO & Director Kris Sennesael - Executive VP & CFO Conference Call Participants Christopher Muse - Cantor Fitzgerald & Co., Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Wamsi Mohan - BofA Securities, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Michael Cadiz - Citigroup Inc., Research Division Erik Woodring - Morgan Stanley, Research Division Benjamin Reitzes - Melius Research LLC Karl Ackerman - BNP Paribas, Research Division Ananda Baruah - Loop Capital Markets LLC, Research Division Presentation Operator Good afternoon, and welcome to the Western Digital's Fourth Quarter Fiscal 2026 Conference Call. Please note, this event is being recorded. I would now like to turn the conference over to Mr. Ambrish Srivastava, Vice President of Investor Relations. Please go ahead. Ambrish Srivastava Vice President of Investor Relations Thank you, and good afternoon, everyone. Joining me today are Irving Tan, WD's Chief Executive Officer; and Kris Sennesael, WD's Chief Financial Officer. Before we begin, please note that today's discussion will contain forward-looking statements based on management's current assumptions and expectations, which are subject to various risks and uncertainties. These forward-looking statements include expectations for our product portfolio, our business plans and performance, ongoing market trends and our future financial results. We assume no obligation to update these statements. Please refer to our most recent annual report on Form 10-K and our other filings with the SEC for more information on the risks and uncertainties that could cause actual results to differ materially from expectations. In our prepared remarks, our comments will be related to non-GAAP results on a continuing operations basis, unless stated otherwise. Reconciliations between the non-GAAP and