Western Digital Reports Fiscal Fourth Quarter and Fiscal Year 2024 Résultats financiers

Contrôleur maître


Western Digital Corporation. (Nasdaq: WDC) today reported fiscal fourth quarter and fiscal year 2024 résultats financiers. “Our fourth quarter and fiscal year 2024 results are reflective of the diverse and innovative portfolio we have developed in alignment with our strategic roadmap. Together, with the structural changes we have made to strengthen our operations, we are benefitting from the broad recovery we are seeing across our end markets and structurally improving through-cycle profitability for both Flash and HDD,” dit David Goeckeler, PDG de Western Digital.

“The emergence of the AI Data Cycle marks a transformational period within our industry that will drive fundamental shifts across our end markets, increasing the need for storage and creating new demand drivers. As we look ahead, we are confident in our ability to leverage our technology leadership position to capitalize on these exciting growth opportunities and deliver value for our customers,” continued David Goeckeler.

Sommaire

  • Fourth quarter revenue was $3.76 milliards, up 9% séquentiellement (QoQ). Cloud revenue increased 21% (QoQ), Client revenue increased 3% (QoQ) and Consumer revenue decreased 7% (QoQ). Fiscal year 2024 revenue was $13.00 milliards.
  • Fourth quarter GAAP earnings per share (EPS) était $0.88 and Non-GAAP EPS was $1.44. Fiscal year 2024 GAAP EPS was $(1.72) and Non-GAAP EPS was $(0.20).
  • Expect fiscal first quarter 2025 revenue to be in the range of $4.00 milliard à $4.20 milliards.
  • Expect Non-GAAP EPS in the range of $1.55 à $1.85.

The company had an operating cash inflow of $366 million and ended the quarter with $1.88 milliards de trésorerie et équivalents de trésorerie.

Additional details can be found within the company’s earnings presentation, which is accessible online ici.

In the fiscal fourth quarter:

  • Nuage représenté 50% cela a porté le chiffre d'affaires total de Qualcomm au 3T21 à 7,7 milliards de dollars US. The sequential growth is attributed to higher nearline shipments and pricing in HDD, coupled with increased bit shipments and pricing in enterprise SSDs. The year-over-year increase was due to higher shipments and price per unit in nearline HDDs, along with higher enterprise SSD bit shipments.
  • Client représenté 32% cela a porté le chiffre d'affaires total de Qualcomm au 3T21 à 7,7 milliards de dollars US. The sequential increase was due to the increase in flash ASPs offsetting a decline in flash bit shipments while HDD revenue decreased slightly. The year-over-year growth was driven by higher flash ASPs.
  • Consumer represented 18% cela a porté le chiffre d'affaires total de Qualcomm au 3T21 à 7,7 milliards de dollars US. Séquentiellement, the decrease was due to lower flash and HDD bit shipments partially offset by higher ASPs in both flash and HDD. The year-over-year increase was driven by improved flash ASPs and bit shipments.

In the fiscal year 2024:

  • Nuage représenté 41% cela a porté le chiffre d'affaires total de Qualcomm au 3T21 à 7,7 milliards de dollars US. The year-over-year increase was due to higher demand for capacity enterprise HDDs and improved pricing.
  • Client représenté 36% cela a porté le chiffre d'affaires total de Qualcomm au 3T21 à 7,7 milliards de dollars US. The year-over-year increase was due to higher flash bit shipments.
  • Consumer represented 23% cela a porté le chiffre d'affaires total de Qualcomm au 3T21 à 7,7 milliards de dollars US. The year-over-year increase was due to higher flash bit shipments.