Storage Landscape

Western Digital is set to report its Q2 FY26 earnings on January 29, 2026. Investors will be focused on the company’s performance in flash memory and HDD technologies, crucial for the booming AI and cloud computing markets. Key discussion points will include advancements in NAND flash, the strategy for its HDD business, and how Western Digital is navigating intense competition and evolving market demands for high-capacity, cost-efficient, and sustainable storage solutions.