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Hannah Engberson

Research Analyst at Evercore

Hannah Engberson is an Equity Research Sales analyst at Evercore, focusing on equity research sales within investment banking. She applies her finance expertise to support equity research efforts, though specific companies covered and performance metrics such as success rates or returns are not publicly detailed. A graduate of Huntsman Business School at Utah State University with a degree in Finance, she transitioned from a small-town background to a career in the Big Apple, joining Evercore after previous roles, with professional credentials including her finance degree but no specified FINRA registrations or securities licenses available.

Hannah Engberson's questions to WESTERN DIGITAL (WDC) leadership

Question · Q2 2026

Hannah Engberson asked about any significant investments related to HAMR technology currently impacting COGS or operating expenses, and whether these costs are expected to decrease or normalize as HAMR begins to ramp up.

Answer

CFO Kris Sennesael explained that HAMR engineering efforts have been ongoing for 10 years, and these investments will continue as the company innovates. He expressed confidence that HAMR will be neutral to accretive to gross margins once it ramps. CEO Irving Tan added that even with the anticipated HAMR ramp starting in calendar 2027, CapEx as a percentage of revenue is expected to remain within the 4-6% range.

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Question · Q2 2026

Hannah Engberson asked about any notable investments related to HAMR currently impacting COGS or operating expenses and whether these costs are expected to normalize as HAMR begins to ramp.

Answer

Kris Sennesael, CFO, explained that HAMR engineering has been ongoing for ten years, and investments will continue as the company innovates. He anticipates HAMR's ramp, expected to begin in calendar 2027, will be neutral to accretive to gross margins. Irving Tan, CEO, added that even with the HAMR ramp, capital expenditures as a percentage of revenue are projected to remain within the 4-6% range.

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WDC3d ago