WDC Western Digital

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Internal Revenue Service audit uncertainty with potential significant unrecognized tax benefits impacting financials
• • Cloud end market concentration: 88% of total revenue, top 3 customers each >10% net revenue increasing customer dependence
• • Supply chain risk from reliance on suppliers, long component lead-times causing potential excess inventory and manufacturing underutilization charges ($155M in 2024)
• • Intense price competition from rivals offering products below cost and government-supported manufacturers disrupting market position
• • Convertible notes $1.6B convertible starting Aug 2028 classified as current debt due to triggered conversion feature increasing near-term liquidity risk

Business Overview

• • Core business model: Developer and manufacturer of hard disk drive (HDD) technology for data storage in cloud, enterprise, edge, and consumer markets
• • Strategic separation of HDD and Flash units on Feb 21, 2025, creating independent Western Digital (HDD) and Sandisk (Flash) companies
• • Emphasis on HDD as the preferred economical storage solution amid accelerated data creation and AI growth, targeting large cloud data centers
• • Employee count approximately 40,000 worldwide at end of 2025, with 88% in Asia Pacific and strong focus on workforce upskilling and diversity
• • Named one of the World’s Most Ethical Companies by Ethisphere for the 7th consecutive year, with over half employees participating in volunteer events

Management Discussion & Analysis

• • Revenue $9.52B, up 51% YoY from $6.32B in 2024, driven by 29% higher ASP and 15% higher units sold, mainly in Cloud segment
• • Operating margin 24.5% vs (6.4%) in 2024, gross margin 38.8% vs 28.1%, improvement driven by cost efficiencies and better product mix
• • Best performing segment Cloud revenue $8.34B up 65% YoY; worst performing Consumer revenue $623M down 9% YoY
• • Operating cash flow $1.69B in 2025 vs ($294M) in 2024; capital expenditures $412M; $149M share repurchases; $36M dividends paid
• • Management highlights Separation of HDD and Flash businesses completed Feb 2025; expects 4%-6% of revenue in capex for fiscal 2026; monitors macro risks like tariffs and inflation

What are the latest WDC SEC filings in 2026?

Western Digital (WDC) has filed a 10-K annual report on August 14, 2025, a 10-Q quarterly report on May 1, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did WDC file its most recent 10-K annual report?

Western Digital (WDC) filed its most recent 10-K annual report on August 14, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view WDC 10-Q quarterly reports?

Western Digital (WDC)'s most recent 10-Q quarterly report was filed on May 1, 2026. SignalX displays every WDC 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has WDC filed recently?

Western Digital (WDC)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find WDC insider trading activity (Form 4)?

SignalX aggregates every WDC Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does WDC file with the SEC?

Western Digital (WDC) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new WDC filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Western Digital (WDC).

What is WDC's SEC CIK number?

Western Digital (WDC)'s SEC CIK (Central Index Key) number is 106040. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 106040 to look up all WDC filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find WDC return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Western Digital (WDC) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.