西部数据 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 2, 2026 Or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission file number: 1-8703 WESTERN DIGITAL CORPORATION (I.R.S. Employer Identification No.) 95119(Zip Code) Registrant’s telephone number, including area code: (408) 717-6000 Trading symbol(s)WDC (Nasdaq Global Select Market) Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90days.Yes☒No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).Yes☒No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growthcompany. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the ExchangeAct. Large accelerated filerAcceleratedfilerNon-accelerated filerSmallerreportingcompanyEmerging growth company☒☐☐☐☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No As of the close of business on January22, 2026, 339,037,922 shares of common stock, par value $0.01 per share, were outstanding. WESTERN DIGITAL CORPORATIONTABLE OF CONTENTS PART I. FINANCIAL INFORMATION Unless otherwise indicated, references herein to specific years and quarters are to our fiscal years and fiscal quarters, and references tofinancial information are on a consolidated basis. As used herein, the terms “we,” “us,” “our,” the “Company,” “WDC,” and “WesternDigital” refer to Western Digital Corporation and its subsidiaries, unless we state, or the context indicates, otherwise. WDC, a Delaware corporation, is the parent company of our data storage business. Our principal executive offices are located at 5601Great Oaks Parkway, San Jose, California 95119. Our telephone number is (408) 717-6000. Western Digital, the Western Digital logo and WD are registered trademarks or trademarks of Western Digital or its affiliates in theUnited States (“U.S.”) and other countries. All other trademarks, registered trademarks and service marks, indicated or otherwise, are theproperty of their respective owners. FORWARD-LOOKING STATEMENTS This document contains forward-looking statements within the meaning of the federal securities laws. Any statements that do not relateto historical or current facts or matters are forward-looking statements. You can identify some of the forward-looking statements by the useof forward-looking words, such as “may,” “will,” “could,” “would,” “project,” “believe,” “anticipate,” “expect,” “estimate,”“continue,” “potential,” “plan,” “forecast,” and the like, or the use of future tense. Statements concerning current conditions may also beforward-looking if they imply a continuation of current conditions. Examples of forward-looking statements include, but are not limited to,statements concerning: our expectations regarding the completed separation of ourhard disk drives (“HDD”) and flash-based products(“Flash”) business units (the “Separation”); the impact of the global macroeconomic environment, including tariffs; expectationsregarding demand trends and market conditions for our products; expectations regarding our tax resolutions, effective tax rate andunrecognized tax benefits; expectations regarding the merits of our positions and plans with respect to certain litigation matters; statementsregarding our quarterly dividend program; and our beliefs regarding our capital allocation plans and the sufficiency of our availableliquidity to meet our working capital, debt and capital expenditure needs. These forward-looking statements are based on management’s current expectations, represent the most current information available tous as of the date of this Quarterly Report on Form 10-Q and are subject to a number of risks, uncertainties and other factors that couldcause actual results or performance to differ materially from those expressed or implied in the forward-looking statements. These risks anduncertaint