Tim Arcuri's questions to Western Digital Corp (WDC) leadership • Q2 2025
Question
An analyst on behalf of Tim Arcuri asked if tight HDD supply is changing customer behavior regarding build-to-order (BTO) commitments. The follow-up question concerned the post-spin NAND strategy, asking if the new company would prioritize margins over market share, similar to the HDD business.
Answer
CFO Wissam Jabre confirmed no change in customer behavior, noting the pivot to BTO already provides a 52-week planning horizon. CEO David Goeckeler deferred the detailed NAND strategy question to the upcoming Investor Day but stated the current approach of actively managing supply to match demand signals is indicative of the future strategy.