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10-QPeriod: Q3 FY2009

WESTERN DIGITAL CORP Quarterly Report for Q3 Ended Mar 27, 2009

Filed April 24, 2009For Securities:WDC

Summary

Western Digital Corporation (WDC) reported its third-quarter results for the fiscal year ending March 26, 2009. The company experienced a significant decline in revenue, down 17% year-over-year to $1.66 billion, primarily attributed to a challenging macroeconomic environment and decreased demand for hard drives. Despite the revenue drop, WDC managed to improve its gross margin by 190 basis points to 27.6%, driven by effective cost management and a favorable product mix, including a higher proportion of 3.5-inch drives. Net income saw a substantial decrease to $73 million, or $0.32 per diluted share, compared to $247 million, or $1.04 per diluted share, in the prior year's quarter, reflecting lower sales volumes and increased operating expenses. The company's balance sheet remains relatively strong, with total assets of $4.6 billion and total liabilities of $1.7 billion. Cash and cash equivalents stood at $776 million, providing a cushion against the prevailing economic uncertainties. WDC generated $176 million in cash flow from operations during the quarter, demonstrating its ability to produce cash even amidst a revenue downturn. The company continues to invest in research and development and capital expenditures, with significant investments in new product technologies and capacity expansion, signaling a long-term focus on innovation and market position despite short-term headwinds. Investors should monitor the company's ability to navigate the ongoing economic slowdown and maintain its cost control initiatives.

Financial Statements
Beta
Revenue$1.59B
Cost of Revenue$1.34B
Gross Profit$253.00M
Operating Expenses$192.00M
Operating Income$61.00M
Net Income$50.00M
EPS (Basic)$0.22
EPS (Diluted)$0.22
Shares Outstanding (Basic)223.00M
Shares Outstanding (Diluted)226.00M

Key Highlights

  • 1Revenue for the quarter declined 17% year-over-year to $1.66 billion, impacted by the global economic downturn.
  • 2Gross margin improved to 27.6% from 25.7% in the prior year's quarter, driven by cost efficiencies and product mix optimization.
  • 3Net income significantly decreased to $73 million ($0.32 per diluted share) from $247 million ($1.04 per diluted share) due to lower sales and higher operating expenses.
  • 4Operating cash flow remained positive at $176 million for the quarter, showcasing operational resilience.
  • 5The company maintained a strong cash position with $776 million in cash and cash equivalents.
  • 6WDC continues to invest in R&D and capital expenditures, focusing on next-generation products and manufacturing capabilities.

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