Early Access

10-KPeriod: FY2019

WESTERN DIGITAL CORP Annual Report, Year Ended Jun 28, 2019

Filed August 27, 2019For Securities:WDC

Summary

Western Digital Corporation (WDC) reported a net loss of $754 million for the fiscal year ended June 28, 2019, a significant downturn from the $675 million net income in the prior year. This reversal was primarily driven by a substantial decrease in gross profit, which fell by 51% compared to fiscal year 2018. The decline in profitability was attributed to lower average selling prices (ASPs) for flash-based products due to oversupply and intense competition, coupled with significant charges. These charges included $264 million for flash manufacturing underutilization and $145 million related to a power outage incident. Despite these challenges, the company emphasized its strong position in the data storage market, offering a broad portfolio of HDD and flash-based solutions across client devices, data centers, and client solutions segments. The company's strategy focuses on technology leadership, a broad product portfolio, and operational excellence. However, investors should note the significant debt level of $10.69 billion, which could impact future financial flexibility and operations.

Financial Statements
Beta
Revenue$16.57B
Cost of Revenue$12.82B
Gross Profit$3.75B
SG&A Expenses$1.32B
Operating Expenses$3.67B
Operating Income$87.00M
Interest Expense$469.00M
Net Income-$754.00M
EPS (Basic)$-2.58
EPS (Diluted)$-2.58
Shares Outstanding (Basic)292.00M
Shares Outstanding (Diluted)292.00M

Key Highlights

  • 1Net loss of $754 million for fiscal year 2019, a stark contrast to a $675 million net income in fiscal year 2018.
  • 2Gross profit declined significantly by 51% year-over-year, largely due to lower ASPs in flash products and oversupply conditions.
  • 3The company incurred substantial charges, including $264 million for flash manufacturing underutilization and $145 million due to a power outage incident impacting flash wafer production.
  • 4Total debt stood at $10.69 billion as of June 28, 2019, raising concerns about financial leverage.
  • 5Revenue decreased by 19.8% to $16.57 billion in fiscal year 2019, impacted by lower sales across all end markets.
  • 6Western Digital highlighted its dual technology expertise in both Hard Disk Drives (HDDs) and flash-based storage, positioning it as a comprehensive data storage solutions provider.
  • 7The company continues its strategic partnership with Toshiba Memory Corporation (TMC) for flash-based memory wafer manufacturing.

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