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10-KPeriod: FY2013

WESTERN DIGITAL CORP Annual Report, Year Ended Jun 28, 2013

Filed August 19, 2013For Securities:WDC

Summary

Western Digital Corporation (WDC) has filed its 2013 10-K report, detailing its operations for the fiscal year ending June 28, 2013. The company, a leading developer and manufacturer of storage solutions, reported significant revenue growth driven by the full-year inclusion of HGST operations, acquired in March 2012. Despite a slight decrease in average selling prices (ASPs) for hard drives, WDC saw a substantial increase in net revenue to $15.4 billion. A key strategic shift noted is the increasing reliance on non-PC markets, which accounted for 50% of net revenue in fiscal 2013, up from 19% in fiscal 2012. This diversification indicates a strategic move away from the declining PC market. The company faced challenges including a significant charge of $681 million related to an arbitration award from Seagate Technology LLC. Additionally, increased research and development (R&D) and selling, general, and administrative (SG&A) expenses, largely due to the HGST acquisition and ongoing product development, impacted profitability. Despite these headwinds, WDC continues to invest in growth areas like solid-state storage with the pending acquisition of sTec, Inc., positioning itself for future opportunities in the evolving data storage landscape.

Financial Statements
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Key Highlights

  • 1Net revenue increased by 23% to $15.4 billion in fiscal year 2013, largely due to the full-year inclusion of HGST operations.
  • 2The company is strategically shifting focus, with non-PC markets accounting for 50% of net revenue in fiscal 2013, up from 19% in fiscal 2012.
  • 3Hard drive average selling prices (ASPs) slightly decreased to $61 from $62 in the prior year.
  • 4Research and Development (R&D) expenses increased by 49% to $1.6 billion, reflecting investments in product development and the HGST acquisition.
  • 5Western Digital recorded a significant $681 million charge related to an arbitration award from Seagate Technology LLC.
  • 6The company initiated a quarterly cash dividend policy in fiscal year 2013.
  • 7A pending acquisition of sTec, Inc. for approximately $340 million is expected to bolster WDC's solid-state storage capabilities.

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