Capital ReturnsWestern Digital announced a quarterly dividend and a new $2 billion share buyback, signaling strong capital return strategies.
Revenue GrowthWestern Digital's long-term growth is aligning closer to a higher growth scenario due to AI tailwinds, potentially leading to a higher revenue growth rate than expected.
Technology RoadmapAnalysts have gained more confidence in WDC's technology roadmap, dispelling views of it being a technology 'laggard'.