WDC, NAND, NVM, enterprise storage systems, etc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

WDC 47.50

+1.3%

12:51 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam who wrote (4676)	8/4/2021 8:16:30 PM
From: Elroy	Read Replies (1) of 4773

It looks like a great report at first glance! Why? Annual sales were up 1%. In the current goldilocks environment, how is this a great report? I compare to SIMO's Q2, which was up ~65% over last year, and up 20% sequentially, and SIMO's 2021 sales will be up more than 70% over last year.....why are the WDC numbers anything even interesting? Gross margins are 33% non-Gaap. Is that great? Operating cash flow was $1.9 billion for the fiscal year. What was Cap Ex? Sales are forecast to go up about 4% next quarter. Next quarter is the big daddy Q3. Is that up 4% great? Is WDC gaining share on competition, or what's the great story?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next