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Western Digital's Business Segments
Western Digital's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of Q4 ((Jul 03 2026))
Reportable Segments
6
Largest Segment
HDD
Total Revenue
$ 3,747
Regions Reported
4
Revenue Share by Reportable Segment - Q4 ((Jul 03 2026))
- HDD344.8%
- Cloud306.6%
- Hong Kong39.7%
- Client Devices19.4%
- Consumer18.8%
- Other13.7%
Revenue by Reportable Segment - Q4 ((Jul 03 2026))
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| HDD | $ 12,919 | 344.8% |
| Cloud | $ 11,490 | 306.6% |
| Hong Kong | $ 1,487 | 39.7% |
3 more segments available
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Revenue Share by Region - Q4 ((Jul 03 2026))
- United States138%
- China67.8%
- EMEA56.4%
- Rest of Asia29.2%
Revenue by Geographic Region - Q4 ((Jul 03 2026))
| Region | Revenue (Millions) | % of Total |
|---|---|---|
| United States | $ 5,169 | 138% |
| China | $ 2,541 | 67.8% |
| EMEA | $ 2,114 | 56.4% |
1 more regions available
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Annual Results
Revenue Share by Reportable Segment - FY2026
- HDD100%
Revenue by Reportable Segment - FY2026
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| HDD | $ 12,919 | 100% |
Revenue Share by Region - FY2026
- EMEA16.4%
- Rest of Asia8.5%
Revenue by Geographic Region - FY2026
| Region | Revenue (Millions) | % of Total |
|---|---|---|
| EMEA | $ 2,114 | 16.4% |
| Rest of Asia | $ 1,095 | 8.5% |
Revenue by Product & Service Category - FY2026
- Cloud88.9%
- Client Devices5.6%
- Consumer5.4%
Revenue by Product & Service Category - FY2026
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Cloud | $ 11,490 | 88.9% |
| Client Devices | $ 726 | 5.6% |
| Consumer | $ 703 | 5.4% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
Description of Western Digital
Western Digital Corporation is a leading provider of data storage solutions. The company designs, develops, manufactures, and sells a variety of storage devices, including hard disk drives (HDDs), solid-state drives (SSDs), and data center systems.
In addition to traditional magnetic hard drives, Western Digital has expanded its product portfolio to include SSDs, which utilize flash memory technology for faster data access and improved performance. These products cater to a wide range of applications, from personal computing to enterprise data centers.
Western Digital serves various markets, including desktops and laptops, cloud computing, gaming, and consumer electronics. The company emphasizes innovation in storage technology, providing high-capacity and high-performance solutions to meet the growing demands for data storage in todays digital landscape.
Additionally, Western Digital offers data management solutions and services, focusing on data integrity, security, and efficiency in storage systems, further positioning itself as a key player in the evolving data ecosystem.
In addition to traditional magnetic hard drives, Western Digital has expanded its product portfolio to include SSDs, which utilize flash memory technology for faster data access and improved performance. These products cater to a wide range of applications, from personal computing to enterprise data centers.
Western Digital serves various markets, including desktops and laptops, cloud computing, gaming, and consumer electronics. The company emphasizes innovation in storage technology, providing high-capacity and high-performance solutions to meet the growing demands for data storage in todays digital landscape.
Additionally, Western Digital offers data management solutions and services, focusing on data integrity, security, and efficiency in storage systems, further positioning itself as a key player in the evolving data ecosystem.
Western Digital Corporation (WD) is a prominent player in the data storage industry, primarily focusing on providing products and solutions that cater to the increasing demand for data storage and management. Although the company has undergone several transformations and expansions over the years, it continues to operate primarily within one reportable operating segment: the hard drive business. This segment encompasses a variety of products and services designed for diverse applications across different markets.
Hard Disk Drives (HDDs)
Western Digitals core offering is its wide range of Hard Disk Drives (HDDs), which are utilized in consumer electronics, enterprise-level storage solutions, and data centers. The HDDs can be further divided into several categories:
1. Consumer HDDs:
- External HDDs: Portable storage solutions for personal use, ideal for backing up data, storing media files, and transferring data between devices. Examples include the WD My Passport series.
- Internal HDDs: Drives designed for installation within desktops and laptops, providing substantial capacity and performance for everyday computing tasks. This includes the WD Blue series aimed at general consumers and WD Black series for performance-focused users.
2. Enterprise HDDs:
- Data Center Drives: Specifically engineered for high performance and reliability in enterprise environments. The WD Gold and WD Ultrastar series are meant for mission-critical applications, providing high-capacity storage with enhanced durability.
- Nearline Drives: Designed for environments that require frequent access to data but are not entirely mission-critical. These drives typically balance performance and affordability.
3. Specialty HDDs:
- Surveillance Drives: Tailored for video recording systems and security cameras, such as the WD Purple series. These drives are optimized for 24/7 operation and can handle high workloads typically associated with video data.
- Embedded Drives: HDDs designed for use in specific applications such as automotive systems or gaming consoles.
Solid State Drives (SSDs)
In addition to HDDs, Western Digital develops and markets Solid State Drives (SSDs), which have gained immense popularity due to their faster performance and reliability compared to traditional spinning drives:
1. Consumer SSDs:
- Internal SSDs: Options such as the WD Blue and WD Black SN series cater to gamers and creative professionals who require fast load times and high performance for applications.
- External SSDs: Portable solutions, like the WD My Passport SSD and My Book SSD, designed for users looking for speed and convenience in data storage on the go.
2. Enterprise SSDs:
- Data Center SSDs: High-performance solutions for enterprise environments, including the Ultrastar DC series, optimized for high workloads typically found in server operations and cloud storage.
- NVMe SSDs: Leveraging the NVMe interface for maximum speed and efficiency, these drives, like the WD Gold NVMe series, are designed for enterprise-class applications that demand excellent performance.
Data Center Solutions
Western Digital also offers a comprehensive range of data center solutions beyond individual storage devices:
1. Storage Systems: Integrated storage solutions that allow organizations to manage large amounts of data effectively. These might include RAID systems and storage arrays designed for high availability and scalability.
2. Storage Software: Software solutions for managing, protecting, and optimizing data stored in various formats. These solutions often focus on data recovery, backup, and management across different environments.
3. Cloud Solutions: Enabling businesses to leverage cloud storage capabilities, Western Digital provides tools and services to securely store and manage data in the cloud, facilitating seamless access and collaboration.
Emerging Technologies and Innovations
Western Digital continues to invest in research and development to innovate and adapt to new technologies and trends in the storage industry:
1. Shingled Magnetic Recording (SMR): An advanced storage technology that increases the density of HDDs, thereby providing higher capacities without a proportional increase in footprint.
2. 3D NAND Technology: Used in their SSD offerings, this technology allows for greater performance and efficiency in data storage, which is essential for both consumer and enterprise markets.
3. Artificial Intelligence and Machine Learning: Aspects of data management and storage are being increasingly integrated with AI technologies to enhance data analytics capabilities and predictive maintenance solutions.
Conclusion
Western Digital Corporation remains a significant entity in the storage solutions landscape, supplying a broad spectrum of HDDs and SSDs alongside ancillary services such as data center solutions and cloud storage capabilities. Their focus on innovation ensures that they continue to meet the evolving needs of consumers and enterprises as data storage demands grow exponentially.
Hard Disk Drives (HDDs)
Western Digitals core offering is its wide range of Hard Disk Drives (HDDs), which are utilized in consumer electronics, enterprise-level storage solutions, and data centers. The HDDs can be further divided into several categories:
1. Consumer HDDs:
- External HDDs: Portable storage solutions for personal use, ideal for backing up data, storing media files, and transferring data between devices. Examples include the WD My Passport series.
- Internal HDDs: Drives designed for installation within desktops and laptops, providing substantial capacity and performance for everyday computing tasks. This includes the WD Blue series aimed at general consumers and WD Black series for performance-focused users.
2. Enterprise HDDs:
- Data Center Drives: Specifically engineered for high performance and reliability in enterprise environments. The WD Gold and WD Ultrastar series are meant for mission-critical applications, providing high-capacity storage with enhanced durability.
- Nearline Drives: Designed for environments that require frequent access to data but are not entirely mission-critical. These drives typically balance performance and affordability.
3. Specialty HDDs:
- Surveillance Drives: Tailored for video recording systems and security cameras, such as the WD Purple series. These drives are optimized for 24/7 operation and can handle high workloads typically associated with video data.
- Embedded Drives: HDDs designed for use in specific applications such as automotive systems or gaming consoles.
Solid State Drives (SSDs)
In addition to HDDs, Western Digital develops and markets Solid State Drives (SSDs), which have gained immense popularity due to their faster performance and reliability compared to traditional spinning drives:
1. Consumer SSDs:
- Internal SSDs: Options such as the WD Blue and WD Black SN series cater to gamers and creative professionals who require fast load times and high performance for applications.
- External SSDs: Portable solutions, like the WD My Passport SSD and My Book SSD, designed for users looking for speed and convenience in data storage on the go.
2. Enterprise SSDs:
- Data Center SSDs: High-performance solutions for enterprise environments, including the Ultrastar DC series, optimized for high workloads typically found in server operations and cloud storage.
- NVMe SSDs: Leveraging the NVMe interface for maximum speed and efficiency, these drives, like the WD Gold NVMe series, are designed for enterprise-class applications that demand excellent performance.
Data Center Solutions
Western Digital also offers a comprehensive range of data center solutions beyond individual storage devices:
1. Storage Systems: Integrated storage solutions that allow organizations to manage large amounts of data effectively. These might include RAID systems and storage arrays designed for high availability and scalability.
2. Storage Software: Software solutions for managing, protecting, and optimizing data stored in various formats. These solutions often focus on data recovery, backup, and management across different environments.
3. Cloud Solutions: Enabling businesses to leverage cloud storage capabilities, Western Digital provides tools and services to securely store and manage data in the cloud, facilitating seamless access and collaboration.
Emerging Technologies and Innovations
Western Digital continues to invest in research and development to innovate and adapt to new technologies and trends in the storage industry:
1. Shingled Magnetic Recording (SMR): An advanced storage technology that increases the density of HDDs, thereby providing higher capacities without a proportional increase in footprint.
2. 3D NAND Technology: Used in their SSD offerings, this technology allows for greater performance and efficiency in data storage, which is essential for both consumer and enterprise markets.
3. Artificial Intelligence and Machine Learning: Aspects of data management and storage are being increasingly integrated with AI technologies to enhance data analytics capabilities and predictive maintenance solutions.
Conclusion
Western Digital Corporation remains a significant entity in the storage solutions landscape, supplying a broad spectrum of HDDs and SSDs alongside ancillary services such as data center solutions and cloud storage capabilities. Their focus on innovation ensures that they continue to meet the evolving needs of consumers and enterprises as data storage demands grow exponentially.
