January 30, 2026
Western digital on Thursday forecast third-quarter revenue above Wall Street estimates, according to Reuters. The company reported that demand for its hard drives and flash storage for AI servers would continue to drive growth.
The actions of Based in San Jose, California The company was up about 2% after hours. The stock has rallied over the past year, more than tripling in 2025.
The rapid adoption of artificial intelligence and data-driven workloads by hyperscalers, fueled by skyrocketing demand for hard drives in the global race to expand AI-related infrastructure, is driving strong demand for Western digitalproducts and solutions.
Western digitalMicrosoft’s high-capacity hard drives, or HDDs, are essential for mass storage of the large data sets used to train AI models, while its enterprise-grade solid state drives (SSDs) provide the high-speed performance needed for AI workloads. Analysts also see a stable pricing environment as demand continues to outstrip supply.
Western Digital expects third-quarter adjusted revenue of $3.2 billion, give or take $100 million, compared to analysts’ estimate of $2.96 billion, according to data compiled by LSEG. It forecast adjusted earnings per share of $2.30, plus or minus 15 cents, compared with estimates of $1.96 per share.
Western Digital’s second-quarter revenue was $3.02 billion, compared to analysts’ average expectations of $2.92 billion.
Meanwhile, the memory storage company Sandisk also beat Wall Street’s expectations for second-quarter revenue on Thursday, sending its shares up about 12% in extended trading. Sandisk reported second-quarter revenue of $3.03 billion, compared to an estimate of $2.64 billion.
This report provides a comprehensive view of the U.S. data storage devices industry, tracking demand, supply, and trade flows throughout the domestic value chain. It explains how demand in key channels and end-use segments shapes consumption patterns, while mapping the role of input availability, production efficiency and regulatory standards in supply.
Beyond the main indicators, the study compares prices, margins and trade routes so you can see where value is created and how it flows between domestic suppliers and international partners. The analysis is designed to support strategic planning, market entry, portfolio prioritization, and risk management in the US data storage device landscape.
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Main findings
- Domestic demand is shaped by both domestic and industrial uses, with trade flows linking local supply with imports and exports.
- Price dynamics reflect unit values, transportation costs, exchange rates and regulatory changes that affect sourcing decisions.
- Supply depends on input availability and production efficiency, creating a distinct national cost curve.
- Market concentration varies across segments, creating different competitive landscapes and barriers to entry.
- The outlook for 2035 highlights areas where capacity investment and demand growth are most aligned in the country.
Scope of the report
The report combines market size with business intelligence and pricing analysis for the United States. It covers both historical performance and the outlook through 2035, allowing you to compare cycles, structural changes and policy impacts.
- Market size and growth in terms of value and volume
- Structure of consumption by end-use segments
- Production capacity, output and cost dynamics
- Trade flows, exporters, importers and balances
- Price references, unit values and margin signals
- Competitive context and market entry conditions
Product coverage
- Prodcom 26202100 – Storage units
National coverage
Country profile and benchmarks
This report provides a cohesive view of market size, trade balance, prices, and per capita indicators for the United States. The profile highlights demand structure and business position, enabling comparative analysis against regional and global peers.
Methodology
The analysis draws on a multi-source framework that combines official statistics, business records, company-provided information and expert validation. Data is standardized, reconciled and cross-checked to ensure consistency across time series.
- International trade data (exports, imports and mirror statistics)
- National production and consumption statistics
- Company-level information from financial filings and public publications
- Price series and reference unit values
- Analyst review, outlier checks, and time series validation
All data is standardized to a common product definition and mapped to a consistent set of codes. This ensures that comparisons over time are aligned and actionable.
Forecast to 2035
The forecast horizon extends to 2035 and is based on a structured model that connects the demand and supply of data storage devices to macroeconomic indicators, business trends and industry-specific factors. The model takes into account both cyclical and structural factors and reflects political and technological changes experienced in the United States.
- Historical reference: 2012-2025
- Forecast horizon: 2026-2035
- Scenario-based sensitivity to revenue growth, substitution and regulation
- Investment capabilities and prospects for large producing companies
Each projection is constructed from national historical patterns and the broader regional context, allowing the report to show where growth is concentrated and where risks are high.
Price analysis and trading dynamics
Prices are analyzed in detail, including unit values of exports and imports, regional differences and changes in trade costs. The report highlights how seasonality, freight rates, exchange rates and supply disruptions influence prices and margins.
- Price references by country and sub-region
- Trends in unit values of exports and imports
- Seasonal and calendar effects of trade flows
- Price outlook until 2035 under basic assumptions
Profiles of market players
The major producers, exporters and distributors are profiled with emphasis on their operational scale, geographic footprint, product range and market positioning. This helps identify competitive pressure points, partnership opportunities and pathways to differentiation.
- Commercial focus and production capabilities
- Geographic reach and distribution networks
- Cost structure and pricing strategy indicators
- Context for compliance, certification and sustainability
How to use this report
- Quantify domestic demand and identify the most attractive segments
- Evaluate export opportunities and prioritize target destinations
- Track price dynamics and protect your margins
- Benchmark performance compared to leading competitors
- Develop evidence-based forecasts for investment decisions
This report is designed for manufacturers, distributors, importers, wholesalers, investors and advisors who need a clear, data-driven picture of the dynamics of data storage devices in the United States.
FAQs
What is included in the United States data storage devices market?
Market size aggregates consumption and trade data, presented in both value and volume terms.
How are forecasts made for 2035?
The projections combine historical trends with macroeconomic indicators, business dynamics and industry-specific factors.
Does the report cover prices and margins?
Yes, it includes export and import unit values, regional differences and price outlook until 2035.
What benchmarks are included?
The report evaluates the market size, trade balance, prices and per capita indicators for the United States.
Can this report support market entry decisions?
Yes, it highlights demand hotspots, trade routes, pricing trends and competitive landscape.