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

Western Digital's Customers Performance

WDC



 
WDC's Source of Revenues Western Digital's Corporate Customers have recorded an increase in their cost of revenue by 11.65 % in the 4 quarter 2026 year on year, sequentially costs of revenue were trimmed by -3.07 %. During the corresponding time, Western Digital Corporation recorded a revenue increase by 43.84 % year on year, sequentially revenue grew by 12.29 %. While revenue at the Western Digital Corporation's corporate clients recorded rose by 19.81 % year on year, sequentially revenue grew by 2.66 %.

List of WDC Customers




Western Digital's Customers have recorded an increase in their cost of revenue by 11.65 % in the 4 quarter 2026 year on year, sequentially costs of revenue were trimmed by -3.07 %, for the same period Western Digital Corporation recorded revenue increase by 43.84 % year on year, sequentially revenue grew by 12.29 %.

List of WDC Customers

Western Digital's Business Units
Cloud    306.65 % of total Revenue
Client Devices    19.38 % of total Revenue
Consumer    18.76 % of total Revenue
United States    137.95 % of total Revenue
China    67.81 % of total Revenue
Hong Kong    39.69 % of total Revenue
Rest of Asia    29.22 % of total Revenue
EMEA    56.42 % of total Revenue
Other    13.69 % of total Revenue
HDD    344.78 % of total Revenue




   
Customers Net Income grew in Q4 by Customers Net margin grew to
29.97 % 19.52 %
Customers Net Income grew in Q4 by 29.97 %


Customers Net margin grew to 19.52 %



Western Digital's Customers, Q4 2026 Revenue Growth By Industry
Customers in Electronic Parts & Equipment Industry      38.56 %
Customers in Communications Services Industry      14.53 %
Customers in Communications Equipment Industry      0.18 %
Customers in Computer Hardware Industry      18.4 %
Customers in Computer Networks Industry      10.24 %
Customers in Semiconductors Industry -48.59 %   
Customers in Software & Programming Industry      12.88 %
     
• Customers Valuation • Customers Mgmt. Effect.


Western Digital's Comment on Sales, Marketing and Customers



Western Digital operates in the data storage industry, serving three primary end markets: Cloud, Client, and Consumer. The Cloud market, the largest and fastest growing segment, caters to public and private cloud environments and enterprise customers, including cloud, Internet, and social media infrastructure providers. The company supplies high-capacity enterprise hard disk drives (HDDs) for data centers and smart video system applications. The Client market comprises original equipment manufacturer (OEM) and channel customers, offering high-performance HDD solutions for desktops and notebooks. The Consumer market is served through HDD external storage products distributed globally via retail and channel partners. Western Digital focuses on supporting data access, storage, and sharing across devices and locations, emphasizing AI-driven data economy and cloud infrastructure development.


  News about Western Digital Corporation Contracts

Western Digital’s Shifting Landscape Innovation Amidst Revenue Contraction

In the ever-evolving domain of artificial intelligence (AI) and high-performance computing (HPC), Western Digital (Nasdaq: WDC) positions itself as a cornerstone of the data economy, as evidenced by its recent showcase at Supercomputing 2025 (SC25) in St. Louis. The company s unveiling of next-generation storage solutions not only highlights its technological prowess but also reflects its commitment to enhancing performance, capacity, flexibility, and scalability for its clients embroiled in the intricacies of AI and HPC workloads.However, the backdrop of this innovation is a financial landscape marked by significant challenges. In the third quarter of 2025, Western Digital reported a 31.18% year-on-year dec...

Western Digital Propels AI and Cloud Revolution with Expanded Lab, Strategic Investment, and Next-Gen Solu...

In a landmark move to bolster its position in the evolving technological landscape, Western Digital Corporation (NASDAQ: WDC), a pivotal player in the storage solution industry, has announced several groundbreaking advancements. The company revealed the opening of its expanded System Integration and Test (SIT) Lab in Rochester, Minnesota. Alongside this development, Western Digital has fortified its commitment to innovation through a strategic investment in Cerabyte, a leader in ceramic-based data storage, and the certification of its enterprise-class NVMe SSDs to support NVIDIA s GB200 NVL72 rack-scale system. These initiatives underline Western Digital s dedication to meeting the growing demands of artific...




Western Digital’s Comment on Sales, Marketing and Customers


Western Digital operates in the data storage industry, serving three primary end markets: Cloud, Client, and Consumer. The Cloud market, the largest and fastest growing segment, caters to public and private cloud environments and enterprise customers, including cloud, Internet, and social media infrastructure providers. The company supplies high-capacity enterprise hard disk drives (HDDs) for data centers and smart video system applications. The Client market comprises original equipment manufacturer (OEM) and channel customers, offering high-performance HDD solutions for desktops and notebooks. The Consumer market is served through HDD external storage products distributed globally via retail and channel partners. Western Digital focuses on supporting data access, storage, and sharing across devices and locations, emphasizing AI-driven data economy and cloud infrastructure development.








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 182,805.90 9,752.00 6,511.00 40,000
Apple Inc 4,653,074.84 451,442.00 122,575.00 166,000
Semileds Corp 16.86 44.32 -1.33 118
Netapp Inc 37,826.00 6,925.00 1,276.00 11,700
Nutanix Inc 19,402.09 2,749.88 275.86 3,700
Oracle Corporation 473,258.24 80,791.00 16,210.00 141,000
SUBTOTAL 12,059,731.12 1,908,951.99 340,846.95 1,941,360
18 more clients available

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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: Western Digital Corporation’s corporate clients.
For your research, we’ve provided 9 tables on Western Digital Corporation corporate clients.
You can find them in the navigation menu under Customers & Markets.
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