Q3 FY19 Financial Results
Executive Summary
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RESULTS GENERALLY CONSISTENT WITH OUR EXPECTATIONS
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Incremental improvement in demand for capacity enterprise and client compute
Flash industry dynamics remain challenging
Expecting both flash and HDD demand to further improve for the balance of CY19
PRODUCT PORTFOLIO STRONGEST IN OUR HISTORY
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FLASH
Began shipments of internally developed BICS4 NVMe
client SSDs and BiCS3 NVMe enterprise SSDs
Leading the industry's transition to BiCS4 technology
BiCS4 to become highest volume runner in terms of
flash output in second half of CY19
HDD
Capacity Enterprise-continue to lead in areal density
and capacity points
Leading the industry's transition to 14TB capacity
• On track to launch 16TB and 18TB energy assisted
recording drives in CY19
EXECUTING WELL TO COST AND EXPENSE REDUCTION PLANS
• On track to achieve projected non-GAAP operating expense reductions by September 2019 quarter and non-GAAP cost
reductions exiting the December 2019 quarter
WELL POSITIONED TO EMERGE STRONGER
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Significant expansion of product portfolio, deeper customer engagement and rightsized manufacturing footprint
Western Digital.
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4/29/19View entire presentation