Western Digital’s Flash Gamble Pays Off: SanDisk’s Legacy, WDC’s 2025 Resurgence, and the AI Storage Boom
Western Digital (WDC) in 2025: Financials and Strategic Direction Western Digital enters late 2025 as a company transformed – by its SanDisk acquisition legacy, by a bold restructuring, and by a once-in-a-decade market upswing. The stock’s stellar performance (roughly +100% YTD) reflects both cyclical recovery and strategic catalysts. Financially, WDC has swung back to growth and profitability after the 2022–23 slump. The flash memory rebound, coupled with strong cloud-driven HDD sales, has restored positive free cash flow and enabled debt reduction. Investors have also cheered shareholder-friendly moves like dividends and buybacks reinstated in 2025. Strategically, the impending spin-off of the
