CSIMarket
 

Western Digital Corporation  (NASDAQ: WDC)
    Sector  Technology    Industry Computer Hardware
   Industry Computer Hardware
   Sector  Technology

Western Digital's

Competitiveness




 

WDC Sales vs. its Competitors Q4 2026



Comparing the current results to its competitors, Western Digital reported Revenue increase in the 4 quarter 2026 by 43.84 % year on year.
The revenue growth was below Western Digital's competitors' average revenue growth of 236.04 %, achieved in the same quarter.

List of WDC Competitors

With a net margin of 85.27 % Western Digital achieved higher profitability than its competitors.

More on WDC Profitability Comparisons



Revenue Growth Comparisons




Net Income Comparison


Western Digital Corporation Net Income in the 4 quarter 2026 grew year on year by 1167.86%, faster than the Western Digital's competitors average income growth of 1147.05 %

<<  WDC Stock Performance Comparisons


Western Digital's Comment on Competition and Industry Peers


We compete with manufacturers of HDDs for client compute, client non-compute and enterprise applications and manufacturers of SSDs. The HDD market consists of five principal brands: HGST, Samsung, Seagate, Toshiba and WD. In solid-state products, we compete with a wide range of manufacturers, from small startup companies to multinational corporations, including Intel Corporation, Micron Technology, Inc., Samsung Electronics Co. Ltd., SanDisk Corporation, Seagate Technology LLC and Toshiba Corporation.

The storage industry is increasingly utilizing tiered architectures with HDDs and SSDs to address an expanding set of uses and applications. HDDs are highly substitutable due to industry standards that mandate the technical form, fit and function of HDDs, and we believe there are no substantial barriers for existing HDD competitors to offer competing products. HDD attributes include product quality and reliability, storage capacity, unit price, product performance, production volume capabilities, delivery capability, leadership in time-to-market, time-to-volume and time-to-quality, service and support and ease of doing business. The relative importance of these factors varies by customer, market and use, and we believe that we are generally competitive in all of these factors.

Semiconductor media or solid-state technology provides high performance attributes in some enterprise-class applications and client notebook designs and attractive functionality in consumer handheld applications requiring smaller form factors, lower power and less storage capacity, such as smart phones and tablets. With advances in our own solid-state enterprise business, coupled with our actions to strengthen those resources through acquisitions and investments, we believe we are positioned to compete successfully in the enterprise-class solid-state segment of this market. Advances in magnetic, optical or other data storage technologies could also result in competitive products for storing digital content with better performance or lower cost per unit of capacity than our products. We monitor the advantages, disadvantages and advances of the full array of storage technologies on an ongoing basis.





  

Overall company Market Share Q4 2026

Contrary to strong revenue growth of 43.84 % in Overall company, company lost market share within this segment.




<<  More on WDC Market Share.
 
*Market share is calculated based on total revenue.

  News about Western Digital Corporation Contracts

Accelerating AI Western Digital’s Strategic Partnership with NVIDIA Drives Innovation and Profitability,

October 14, 2024
Western Digital s Strategic Leap: Tapping Into AI with NVIDIA Partnership In a significant stride for artificial intelligence (AI) infrastructure, Western Digital Corporation (NASDAQ: WDC) has announced the certification of its PCIe Gen5 DC SN861 E.1S enterprise-class NVMe SSDs to support the NVIDIA GB200 NVL72 rack-scale system. Based in San Jose, California, Western Digital is positioning itself as an essential player in the fast-evolving landscape of AI and machine learning (ML), where data generation and consumption are outpacing traditional data management capabilities.The increasing demands of AI, ML, and large language models (LLMs) present a dual-edged opportunity and challenge for companies worldwid...

Western Digital Empowers Data Centers with High-Capacity HDDs and SMR Technology, Navigating the Evolving Landscape of Data Storage Solutions

November 16, 2023
Western Digital Surges Ahead in Enterprise Storage Solutions with High-Capacity HDDs and SMR Technology
With the exponential growth of new applications, use cases, and connected devices, data storage solutions have become increasingly crucial for businesses in designing cost-efficient, scalable, and sustainable infrastructures. Western Digital (NASDAQ: WDC), a leading provider of enterprise-class hard disk drives (HDDs), continues to play a pivotal role in meeting the rising demand for high-capacity, low-power, and reliable storage solutions.
As technological advancements such as generative AI revolutionize various industries, the need for robust storage solutions has never been greater. Western Di...





Publicly Traded Peers of Western Digital Corporation




Micron Technology Inc
Share Performance



+222.30%
This Year



Micron Technology Inc
Profile

Micron Technology Inc operates as a leading semiconductor company, specializing in the design and manufacture of memory and storage solutions. Their business model emphasizes innovation and advanced manufacturing to produce high-performance memory products for various sectors, including computing, consumer electronics, automotive, and data centers. Micron fosters strong partnerships to meet the diverse needs of its global customer base.

More about Micron Technology Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 1,163,995.550 mill. $ 90,274.000 mill. $ 50,469.000 mill.


Penguin Solutions Inc
Share Performance



+108.12%
One Year



Penguin Solutions Inc
Profile

The company operates in cyclical markets, supplying specialty products and services to original equipment manufacturer (OEM) customers.

More about Penguin Solutions Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 2,850.061 mill. $ 1,502.255 mill. $ 101.329 mill.


Seagate Technology Holdings Plc
Share Performance



+2.35%
Over The Past 5 Days



Seagate Technology Holdings Plc
Profile

Seagate Technology Holdings Plcs business model focuses on developing and providing a wide range of data storage solutions, including hard disk drives (HDDs), solid-state drives (SSDs), and cloud storage systems. The company serves a diverse clientele across multiple industries, emphasizing innovation and reliability to meet evolving data storage demands.

More about Seagate Technology Holdings Plc's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 194,485.120 mill. $ 12,195.000 mill. $ 3,184.000 mill.

Sources: Western Digital Corporation’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: publicly traded companies.
For your research, we’ve provided 10 tables on Western Digital Corporation versus competitors, including market share analysis.
You can find them in the navigation menu under Competition.
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