Duży producent dysków rozważa podział firmy
'Wyniki są rozczarowujące" - twierdzi inwestor.

Podział na firmy SSD i HDD pomoże producentowi – twierdzi firma inwestycyjna.
Western Digital analizuje możliwość podziału firmy. Rozważane jest wyodrębienie biznesu SSD i HDD w osobne przedsiębiorstwa. Naciska na to nowy inwestor – Elliot Management, który w ubiegłym miesiącu ujawnił się jako nowy udziałowiec (ok. 6 proc.) z pakietem akcji wartym ok. 1 mld dol. Koncern inwestycyjny twierdzi, że podział to sposób na maksymalizację wartości obu głównych biznesów WD.
Zauważa też, że po przejęciu przez WD SanDiska w 2016 r. oraz dzięki długoterminowej współpracy z Kioxia (dawny biznes Toshiby) firma ma silny fundament w branży pamięci flash. WD próbował również przejąć Kioxię.
„Niestety dla spółki i jej akcjonariuszy żadna z tych korzyści nie została zrealizowana. Biorąc pod uwagę każdy obiektywny miernik Western Digital wypadła gorzej — operacyjnie, finansowo i strategicznie. To bezpośredni rezultat wyzwań związanych z prowadzeniem dwóch bardzo różnych firm w ramach tego samego przedsiębiorstwa. Te słabe wyniki są szczególnie rozczarowujące, biorąc pod uwagę ogromny potencjał spółki w obu branżach” – twierdzi Elliot.
Uważa, że podział WD na firmę SSD i HDD spowoduje dwukrotny wzrost wartości akcji. Zaoferował dodatkowy 1 mld dol. na rozwój biznesu flash.
CEO WD David Goeckeler twierdzi, że firma analizuje „szeroką gamę strategicznych i finansowych alternatyw, które przyczynią się do dalszej optymalizacji wartości Western Digital”. Wśród nich jest propozycja Elliot Management.
W zakończonym w marcu br. III kw. finansowym przychody Western Digital spadły o 9 proc. kw./kw., do 4,4 mld dol., marża brutto o 5,8 pkt, do 27 proc., a zysk netto o 96 proc., do 25 mln dol.
WD po ok. 40 proc. sprzedaży osiągało w segmencie chmurowym i klienckim, a 20 proc. w konsumenckim.
Z kolei w roku finansowym 2021, zakończonym z końcem czerwca ub.r., WD wypracował 16,7 mld dol. przychodów (o 1,1 proc. więcej niż w 2020 r.) i 821 mln dol. zysku netto po stracie w poprzednim roku. Zysk operacyjny wzrósł o 264 proc. Firma zatrudnia na świecie ok. 65 tys. pracowników.
W IV kw. finansowym 2021 WD zwiększył sprzedaż produktów klienckich o 42 proc. r/r, a data center o 6 proc.
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Sojusz Samsunga i Western Digital
Firmy ogłosiły długoterminową współpracę w zakresie standaryzowania dysków.
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