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Western Digital | 10-Q: Q1 2025 Earnings Report

Western Digital | 10-Q: Q1 2025 Earnings Report

西部數據 | 10-Q：2025財年一季報
美股SEC公告 ·  2024/11/01 02:33

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Western Digital reported robust Q1 fiscal 2025 results with revenue increasing 49% year-over-year to $4.1 billion, driven by strong cloud demand and improved pricing. Net income reached $493 million compared to a loss of $685 million in the prior year, while gross margin expanded significantly to 37.9% from 3.6%. HDD revenue grew 85% on 107% higher exabyte shipments, while Flash revenue rose 21% on improved pricing.The company saw particularly strong performance in its Cloud segment, where revenue surged 153% year-over-year to $2.2 billion, reflecting 140% growth in exabyte shipments and 7% higher average selling prices. Client revenue increased 5% to $1.2 billion, while Consumer revenue declined 7% to $678 million due to lower shipments despite improved pricing.Management announced plans to separate its HDD and Flash business units into two independent public companies, with completion expected after Q2 fiscal 2025. The company maintained strong liquidity with $1.7 billion in cash and expects higher but disciplined capital expenditures in fiscal 2025 compared to 2024, while remaining below 2023 levels.
Western Digital reported robust Q1 fiscal 2025 results with revenue increasing 49% year-over-year to $4.1 billion, driven by strong cloud demand and improved pricing. Net income reached $493 million compared to a loss of $685 million in the prior year, while gross margin expanded significantly to 37.9% from 3.6%. HDD revenue grew 85% on 107% higher exabyte shipments, while Flash revenue rose 21% on improved pricing.The company saw particularly strong performance in its Cloud segment, where revenue surged 153% year-over-year to $2.2 billion, reflecting 140% growth in exabyte shipments and 7% higher average selling prices. Client revenue increased 5% to $1.2 billion, while Consumer revenue declined 7% to $678 million due to lower shipments despite improved pricing.Management announced plans to separate its HDD and Flash business units into two independent public companies, with completion expected after Q2 fiscal 2025. The company maintained strong liquidity with $1.7 billion in cash and expects higher but disciplined capital expenditures in fiscal 2025 compared to 2024, while remaining below 2023 levels.
西部數據公佈了2025財年第一季度的強勁業績，營業收入同比增長49%，達到41億，主要受強勁的雲需求和改善的定價推動。凈利潤達到49300萬，而去年同期虧損爲68500萬，毛利率顯著擴大，從3.6%上升至37.9%。HDD營業收入增長85%，受107%更高的外部字節出貨量推動，而Flash營業收入在價格改善的情況下增長21%。該公司在其雲業務領域表現尤爲強勁，營業收入同比激增153%，達到22億，反映出外部字節出貨量增長140%以及7%的平均售價增長。客戶營業收入增加5%，達到12億，而消費營業收入因儘管定價改善但出貨量減少，同比下降7%，降至67800萬。管理層宣佈計劃將其HDD和Flash業務部門分拆爲兩家獨立的上市公司，預計在2025財年第二季度完成。公司保持強勁的流動性，手頭有17億現金，並預計在2025財年的資本支出將高於2024年，但將保持謹慎，同時保持在2023年的水平以下。
西部數據公佈了2025財年第一季度的強勁業績，營業收入同比增長49%，達到41億，主要受強勁的雲需求和改善的定價推動。凈利潤達到49300萬，而去年同期虧損爲68500萬，毛利率顯著擴大，從3.6%上升至37.9%。HDD營業收入增長85%，受107%更高的外部字節出貨量推動，而Flash營業收入在價格改善的情況下增長21%。該公司在其雲業務領域表現尤爲強勁，營業收入同比激增153%，達到22億，反映出外部字節出貨量增長140%以及7%的平均售價增長。客戶營業收入增加5%，達到12億，而消費營業收入因儘管定價改善但出貨量減少，同比下降7%，降至67800萬。管理層宣佈計劃將其HDD和Flash業務部門分拆爲兩家獨立的上市公司，預計在2025財年第二季度完成。公司保持強勁的流動性，手頭有17億現金，並預計在2025財年的資本支出將高於2024年，但將保持謹慎，同時保持在2023年的水平以下。
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