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Western Digital WDC

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    1. Western Digital Delivers Strong Fiscal 2Q; Shares Are Fairly Valued

      Commentary

      Wed, 28 Jan 2015

      Western Digital 's fiscal second-quarter results painted a somewhat reassuring ..... decline after Seagate's earnings call. We continue to believe that Western Digital , operating in a near duopoly, has a narrow economic moat, but

    2. Seagate Delivered Steady Second Fiscal Quarter; Maintaining Our Narrow Moat Rating and $67 FVE

      Commentary

      Mon, 26 Jan 2015

      cash returned to shareholders for the quarter, including $18 million in share buybacks. Including an arbitration award from Western Digital of $763 million, Seagate generated about $1.2 billion in free cash flow during the quarter.

    3. From Barron’s, December 29, 2014 (Part 2)

      Commentary

      Sat, 27 Dec 2014

      several trends for 2015. Consolidation in storage technology will continue to held Seagate Technology [ STX ] and Western Digital [ WDC ]. Consolidation in memory chips [DRAM, new DDR4 for mobile] will help Micron [ MU ]. More ads on mobile

    4. Western Digital Delivers an Inspiring First Fiscal 2015 Quarter; Shares Modestly Undervalued

      Commentary

      Wed, 29 Oct 2014

      Western Digital started fiscal 2015 on a solid quarter ..... appreciation rights. During the quarter, Western Digital generated $667 million in free ..... million. We continue to believe that Western Digital has a narrow economic moat stemming

    5. From Barron’s, October 20, 2014 (Part 2)

      Commentary

      Sat, 18 Oct 2014

      stories: CBS [pg 24; see link below]; Zurich Insurance [ZURN.sw/ ZURVY ; pg 26]; disk-drive maker Western Digital [ WDC ; pg 35]; Sony [ SNE ; pg 36]; Goldman Sachs [ GS ; pg 36]; airlines [especially Asian airlines ; after

    6. Western Digital Ends Fiscal 2014 on a Solid Note; Shares Trading Near Our Fair Value Estimate

      Commentary

      Thu, 31 Jul 2014

      Western Digital reported an in line fiscal fourth quarter. Adjusted EPS was $1.85, down 6% year over year. Full-year fiscal 2014 adjusted

    7. Solid Fiscal Second-Quarter Results from Western Digital ; Not Enough to Alter Valuation

      Commentary

      Thu, 1 May 2014

      Western Digital reported better-than-expected ..... more than offset by price erosion. Western Digital reported an average selling price ..... Despite a lower-margin mix, Western Digital maintained its gross margins at

    8. Western Digital WDC Q3 2014 Earnings Call Transcript

      Headlines

      Wed, 30 Apr 2014

      Good afternoon, and thank you for standing by. Welcome to Western Digital 's Third Quarter Financial Results for Fiscal Year 2014. Presently, all participants are in a listen-only mode. Later, we

    9. Not Much Profit Growth for Western Digital in Fiscal 2Q; Long-Term Market Dynamic Still Playing Out

      Commentary

      Wed, 22 Jan 2014

      Fiscal second quarter sales for Western Digital came in just shy of $4.0 billion ..... estimate or no moat rating on the name. Western Digital 's share of the HDD market slipped ..... continue to monitor. Operationally Western Digital 's non-GAAP gross margins rose

    10. Seagate's 1Q Revenue Slips Amid Choppy End-Market Demand; 13% Dividend Hike a Plus

      Commentary

      Tue, 29 Oct 2013

      first-quarter sales were $3.5 billion, down 7% year over year, comparable with the drop reported last week by peer Western Digital and not far off our internal projection. The firm is on track to meet our full-year revenue and profitability measures

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