ウエスタン・デジタル（WDC）2027年度第1四半期決算説明会トランスクリプト

Western Digital Corporation held its Q1 2027 earnings call, featuring Vice President of Investor Relations Ambrish Srivastava and other key corporate leaders. The discussion centered on hard disk drive and flash memory demand cycles, pricing dynamics, and enterprise customer adoption. Executives addressed the broader macroeconomic environment and how supply chain adjustments are impacting production costs and profit margins. Analysts pressed management on the anticipated timeline for the proposed corporate separation of its flash and HDD businesses. The presentation provided critical visibility into storage requirements driven by artificial intelligence and cloud data center expansion.