Aisling Grueninger (Bank of America)

Focus Areas4 topics

Competitive Dynamics1Geographic Expansion1Product Launch1Margin1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History2 questions

WDCWestern Digital2 quarters

2026 Q1

Does that primarily expand your reach into tier-two CSP customers or enterprise customers, and how material could this opportunity become

Competitive DynamicsGeographic ExpansionView in transcript →

2025 Q4

how is this mix trend on UltraSMR trending? And how does this mix shift play a role kind of as a driver of gross margins moving forward