Abd3aa3f 0eb6 4e89 957c 83dbbfb61dac Youtube Western digital posted a strong set of fourth quarter financial results as cloud and datacenter customers accounted for 90 percent of its revenue, underscoring its increasing reliance on a single nearline hdd product line. revenues for the three months ended june 27 were $2.61 billion, a 30 percent year on year uplift, and net income was $282 million versus $39 million. full fiscal 2025. This data is in for the second calendar quarter 2025 hdd industry from the august 2025 digital storage technology newsletter. total hdd shipments in c2q 2025 were up about 6.0% compared with c1q 2025.
0f190889 D7d7 4ba8 Acde 3e5eb8ea0887 Youtube Disk drive manufacturers seagate technology (nasdaq: stx) and western digital corporation (nasdaq: wdc) are set for substantial growth in hard disk drive (hdd) sales in 2025. this boost is largely driven by rising demand from major cloud providers, spurred by advancements in ai. leading enterprise players such as microsoft and amazon web services, which manage large data centers and dominate. We believe about 70% of nearline hdd demand is generated by new hyperscaler data center openings. as morgan stanley research has noted, there is a 0.73 correlation between seagate mass capacity revenue yoy growth and cloud data center yoy capital expenditure growth. The hdd market is an oligopoly—but practically a duopoly—with western digital and seagate each controlling roughly 40% of the market and toshiba playing a bit part with less than 20% share. Now, with demand for nearline storage picking back up, each of the big three hdd manufacturers have hit the 30tb milestone, and have ambitious plans to further ramp up hard drive capacity. western digital, seagate, and toshiba have all laid out capacity goals for the years ahead, with hyperscalers in mind.
E3de8ae3 1cf4 4abd Be19 8dd5558c7142 Youtube The hdd market is an oligopoly—but practically a duopoly—with western digital and seagate each controlling roughly 40% of the market and toshiba playing a bit part with less than 20% share. Now, with demand for nearline storage picking back up, each of the big three hdd manufacturers have hit the 30tb milestone, and have ambitious plans to further ramp up hard drive capacity. western digital, seagate, and toshiba have all laid out capacity goals for the years ahead, with hyperscalers in mind. Western digital's recent earnings and strategic reorganization position it to capitalize on the ai storage boom. while the flash segment's near term struggles are a headwind, the hdd business's strong margins, market share, and alignment with ai demand create a compelling long term narrative. Week 18 of 2025 delivered a powerhouse mix of financial milestones, ssd breakthroughs, and escalating industry tensions over vendor lock in. western digital and seagate beat expectations with strong q3 earnings, underscoring the growing demand for nearline hdds and cloud storage. meanwhile, samsung showcased an ai centric roadmap with aggressive hbm3e and ddr5 expansion, signaling memory’s. More than just storage, western digital hdds are key enablers for businesses looking to optimize their infrastructure, lower tco and future proof their data strategies. constantly innovating to meet the needs of our data driven world, western digital (nasdaq: wdc) today announced that it is now shipping the world’s highest capacity ultrasmr hdd with up to 32tb 1 leveraging the time tested. Table of contents 1. hdd market surges: seagate, western digital report strong growth & record prices 2. what specific advancements in data centre technology are most heavily influencing teh continued demand for hdds despite the rise of ssds? 3. hdd industry forecast: 2025 growth predicted 4. the resurgence of hard disk drives in a cloud first.
B7cc1eb9 97cd 4e89 Aef0 Addb2fbc2235 Youtube Western digital's recent earnings and strategic reorganization position it to capitalize on the ai storage boom. while the flash segment's near term struggles are a headwind, the hdd business's strong margins, market share, and alignment with ai demand create a compelling long term narrative. Week 18 of 2025 delivered a powerhouse mix of financial milestones, ssd breakthroughs, and escalating industry tensions over vendor lock in. western digital and seagate beat expectations with strong q3 earnings, underscoring the growing demand for nearline hdds and cloud storage. meanwhile, samsung showcased an ai centric roadmap with aggressive hbm3e and ddr5 expansion, signaling memory’s. More than just storage, western digital hdds are key enablers for businesses looking to optimize their infrastructure, lower tco and future proof their data strategies. constantly innovating to meet the needs of our data driven world, western digital (nasdaq: wdc) today announced that it is now shipping the world’s highest capacity ultrasmr hdd with up to 32tb 1 leveraging the time tested. Table of contents 1. hdd market surges: seagate, western digital report strong growth & record prices 2. what specific advancements in data centre technology are most heavily influencing teh continued demand for hdds despite the rise of ssds? 3. hdd industry forecast: 2025 growth predicted 4. the resurgence of hard disk drives in a cloud first. The rapid adoption of agentic ai across industries is driving a growing demand for storing unstructured data. western digital corporation (wdc) is already leveraging agentic ai to gain measurable. Western digital hdd capacity hits 28tb as seagate looks to 30tb and beyond wd believes it can wring a bit more capacity out of existing pmr and smr tech.
2c978e42 A5b9 4c79 Ade7 Be4b248a18d7 Youtube More than just storage, western digital hdds are key enablers for businesses looking to optimize their infrastructure, lower tco and future proof their data strategies. constantly innovating to meet the needs of our data driven world, western digital (nasdaq: wdc) today announced that it is now shipping the world’s highest capacity ultrasmr hdd with up to 32tb 1 leveraging the time tested. Table of contents 1. hdd market surges: seagate, western digital report strong growth & record prices 2. what specific advancements in data centre technology are most heavily influencing teh continued demand for hdds despite the rise of ssds? 3. hdd industry forecast: 2025 growth predicted 4. the resurgence of hard disk drives in a cloud first. The rapid adoption of agentic ai across industries is driving a growing demand for storing unstructured data. western digital corporation (wdc) is already leveraging agentic ai to gain measurable. Western digital hdd capacity hits 28tb as seagate looks to 30tb and beyond wd believes it can wring a bit more capacity out of existing pmr and smr tech.
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