Western Digital Corporation (WDC) |
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Western Digital's Customers Performance
WDC
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WDC's Source of Revenues |
Western Digital's Corporate Customers have recorded an advance in their cost of revenue by 4.97 % in the 4 quarter 2023 year on year, sequentially costs of revenue grew by 14.9 %. During the corresponding time, Western Digital Corporation revenue deteriorated by -2.41 % year on year, sequentially revenue grew by 10.25 %. While revenue at the Western Digital Corporation's corporate clients recorded rose by 6.36 % year on year, sequentially revenue grew by 22.85 %.
• List of WDC Customers
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Western Digital's Customers have recorded an advance in their cost of revenue by 4.97 % in the 4 quarter 2023 year on year, sequentially costs of revenue grew by 14.9 %, for the same period Western Digital Corporation revnue deteriorated by -2.41 % year on year, sequentially revenue grew by 10.25 %.
• List of WDC Customers
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Customers Net Income grew in Q4 by |
Customers Net margin fell to % |
3.64 % |
18.18 % |
Western Digital's Comment on Sales, Marketing and Customers
We maintain sales offices in selected parts of the world including the major
geographies of the Americas, Asia Pacific, Europe and the Middle East. Our international
sales, which include sales to foreign subsidiaries of United States (“U.S.”)
companies but do not include sales to U.S. subsidiaries of foreign companies,
represented 80% of our net revenue. Sales to international customers are subject
to certain risks not normally encountered in domestic operations, including
exposure to tariffs and various trade regulations.
We perform our marketing and advertising functions internally and through outside
firms utilizing both consumer media and trade publications targeting various
reseller and end-user categories. We also maintain customer relationships through
direct communication and providing information and support through our Web site.
In accordance with standard storage industry practice, we provide distributors
and retailers with limited price protection and programs under which we reimburse
certain marketing expenditures. We also provide distributors, resellers and
OEMs with other sales incentive programs.
Original Equipment Manufacturers. OEMs, including large-scale datacenter operators,
purchase our products, either directly or through a contract manufacturer such
as an original design manufacturer (“ODM”), and assemble them into
the devices they build. OEMs typically seek to qualify two or more providers
for each generation of products and generally will purchase products from those
vendors for the life of that product. Many of our OEM customers utilize just-in-time
inventory management processes. As a result, for certain OEMs we maintain a
base stock of finished goods inventory in facilities located near or adjacent
to the OEM’s operations. In addition, we also sell directly to cloud infrastructure
players, which we classify as OEMs for purposes of channel information.
Distributors. We use a broad group of distributors to sell our products to non-direct
customers such as small computer and CE manufacturers, dealers, systems integrators,
online retailers and other resellers. Distributors generally enter into non-exclusive
agreements with us for the purchase and redistribution of our products in specific
territories.
Retailers. We sell our branded products directly to a select group of major
retailers such as computer superstores, warehouse clubs, online retailers, and
computer electronics stores, and authorize sales through distributors to smaller
retailers. The retail channel complements our other sales channels while helping
to build brand awareness for us and our products. We also sell our branded products
through our Web sites.
Sales to Hewlett Packard Company accounted for 11% of our net revenue.
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Western Digital's Comment on Sales, Marketing and Customers
We maintain sales offices in selected parts of the world including the major
geographies of the Americas, Asia Pacific, Europe and the Middle East. Our international
sales, which include sales to foreign subsidiaries of United States (“U.S.”)
companies but do not include sales to U.S. subsidiaries of foreign companies,
represented 80% of our net revenue. Sales to international customers are subject
to certain risks not normally encountered in domestic operations, including
exposure to tariffs and various trade regulations.
We perform our marketing and advertising functions internally and through outside
firms utilizing both consumer media and trade publications targeting various
reseller and end-user categories. We also maintain customer relationships through
direct communication and providing information and support through our Web site.
In accordance with standard storage industry practice, we provide distributors
and retailers with limited price protection and programs under which we reimburse
certain marketing expenditures. We also provide distributors, resellers and
OEMs with other sales incentive programs.
Original Equipment Manufacturers. OEMs, including large-scale datacenter operators,
purchase our products, either directly or through a contract manufacturer such
as an original design manufacturer (“ODM”), and assemble them into
the devices they build. OEMs typically seek to qualify two or more providers
for each generation of products and generally will purchase products from those
vendors for the life of that product. Many of our OEM customers utilize just-in-time
inventory management processes. As a result, for certain OEMs we maintain a
base stock of finished goods inventory in facilities located near or adjacent
to the OEM’s operations. In addition, we also sell directly to cloud infrastructure
players, which we classify as OEMs for purposes of channel information.
Distributors. We use a broad group of distributors to sell our products to non-direct
customers such as small computer and CE manufacturers, dealers, systems integrators,
online retailers and other resellers. Distributors generally enter into non-exclusive
agreements with us for the purchase and redistribution of our products in specific
territories.
Retailers. We sell our branded products directly to a select group of major
retailers such as computer superstores, warehouse clubs, online retailers, and
computer electronics stores, and authorize sales through distributors to smaller
retailers. The retail channel complements our other sales channels while helping
to build brand awareness for us and our products. We also sell our branded products
through our Web sites.
Sales to Hewlett Packard Company accounted for 11% of our net revenue.
WDC's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Western Digital Corporation |
22,395.75 |
11,257.00 |
-2,259.00 |
65,000 |
Apple Inc |
2,660,957.58 |
385,706.00 |
100,913.00 |
164,000 |
Adobe Inc |
230,371.20 |
19,936.00 |
4,801.00 |
22,516 |
Appian Corporation |
2,767.70 |
545.04 |
-111.44 |
705 |
Arrow Electronics Inc |
7,192.11 |
33,107.12 |
909.36 |
18,700 |
Avnet Inc |
4,509.82 |
26,122.08 |
795.84 |
18,800 |
Bos Better Online Solutions Ltd |
15.46 |
33.63 |
0.45 |
85 |
Canon Inc |
22,300.12 |
28,655.20 |
1,882.75 |
194,151 |
Cleartronic Inc |
13.61 |
2.23 |
0.06 |
8 |
Cisco Systems Inc |
203,507.45 |
57,233.00 |
13,442.00 |
83,300 |
Dell Technologies Inc |
91,299.38 |
102,301.00 |
2,422.00 |
133,000 |
Electronic Systems Technology Inc |
0.00 |
1.54 |
-0.16 |
11 |
Extreme Networks Inc |
1,528.15 |
1,366.97 |
94.17 |
2,643 |
Turtle Beach Corporation |
298.16 |
258.91 |
-49.46 |
135 |
Hewlett Packard Enterprise Company |
23,280.04 |
28,081.00 |
1,911.00 |
60,200 |
Hp inc |
30,190.26 |
53,075.00 |
3,398.00 |
58,000 |
International Business Machines Corporation |
176,377.64 |
61,860.00 |
7,502.00 |
307,600 |
Irobot Corporation |
216.42 |
890.58 |
-304.71 |
622 |
Semileds Corp |
7.09 |
5.98 |
-2.69 |
187 |
Remark Holdings Inc |
4.13 |
5.81 |
-29.81 |
80 |
Netapp Inc |
22,161.33 |
6,101.00 |
692.00 |
12,000 |
Nutanix Inc |
15,387.74 |
1,939.19 |
-171.30 |
2,813 |
Nuance Communications Inc |
17,768.93 |
1,338.06 |
-99.18 |
11,600 |
Oracle Corporation |
354,153.24 |
97,664.00 |
10,137.00 |
143,000 |
Uipath Inc |
12,877.39 |
1,043.13 |
-348.72 |
4,013 |
Plantronics Inc. |
1,729.74 |
1,665.53 |
21.64 |
6,172 |
Pure Storage Inc |
17,229.40 |
2,278.88 |
-145.99 |
4,200 |
Quantum Corp |
56.06 |
406.61 |
-38.30 |
905 |
Rubicon Technology Inc |
2.02 |
3.59 |
0.94 |
20 |
Super Micro Computer Inc |
59,533.43 |
9,250.70 |
732.38 |
0 |
Tessco Technologies Incorporated |
83.15 |
452.06 |
-4.35 |
786 |
Unisys Corp |
343.67 |
2,015.40 |
-427.10 |
23,200 |
Xerox Holdings Corporation |
2,552.33 |
6,886.00 |
1.00 |
26,475 |
SUBTOTAL |
3,958,714.75 |
930,231.24 |
147,923.37 |
1,299,927 |
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