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The themes Western Digital is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
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Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research CorporationOct 22, 2026BAGraded B, now A
IBMInternational Business Machines CorporationOct 21, 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.Oct 28, 2026BAGraded B, now A
NXPINXP Semiconductors N.V.Oct 27, 2026BAGraded B, now A
UIUbiquiti Inc.Nov 6, 2026BAGraded B, now A
How it makes money
- Cloud storage drives89%
- Client Devices drives6%
- Consumer external drives5%
Shares of revenue are estimates for Q4 fiscal 2026, not figures from a filing.
Competes with
- STXSeagate Technology Holdings plcA
- Size
- $121.3B
- Margin
- 31.9%
- Toshiba Electronic Devices & Storage Corporation
- SSNLFSamsung Electronics Co., Ltd.
- MUMicron Technology, Inc.A
- Size
- $880.4B
- Margin
- 63.8%
- KXIAKioxia Holdings Corporation
What it sells6
High-capacity enterprise hard disk drives
Drives used in cloud data centers, enterprise storage systems, and smart video systems to store large amounts of data for long periods.
Desktop and notebook hard disk drives
Drives supplied to computer makers and sales-channel customers for use in desktop and notebook computers.
External storage drives
Drives sold through retail and channel partners for people to store personal files and other content.
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ePMR enterprise drives
Drives using energy-assisted perpendicular magnetic recording (ePMR); shipments of models with capacity up to 40 terabytes began in Q4 fiscal 2026 (high).
HAMR enterprise drives
Drives using heat-assisted magnetic recording (HAMR); Western Digital said it planned to ship models with capacity up to 44 terabytes (plan stated August 2026, medium).
High-bandwidth hard disk drives
Drives designed to move data faster for demanding workloads; Western Digital said it was testing samples with customers.
Who buys it6
- Cloud service providers and large data center operators buy high-capacity drives, often through long-term agreements.
- Neocloud companies and artificial intelligence labs buy drives for data storage.
- Computer makers buy drives for desktop and notebook computers.
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- Enterprise storage-system makers buy drives for storage systems used by businesses.
- Resellers, distributors, and retailers buy drives for resale to businesses and consumers.
- Consumers buy external drives through retail and other sales partners.
What it stands on, and what could break it
What the business leans on
- 1A large part of the business serves cloud customers, so changes in their data-center purchases can affect sales.
- 2Western Digital relies on outside suppliers for many components and materials, and says some components come from a limited number of suppliers.
- 3The company makes most of the recording heads and magnetic media used in its drives itself, making production dependent on its own manufacturing operations and technology development.
What could go wrong
- 1Losing sales to a major cloud customer, or a change in that customer's data-center plans, could reduce revenue.
- 2Delays or problems in developing and introducing new drive technologies could make it harder to meet customers' capacity needs or compete with other storage products.
- 3A disruption at a limited-source supplier could restrict access to components or services needed to make and test drives.
About Western Digital Corp.
Western Digital designs and makes hard disk drives (HDDs), which store data on spinning magnetic disks. Cloud data centers and enterprise storage companies use its high-capacity drives to keep large amounts of data; computer makers use its drives in desktop and notebook computers. The company also sells external drives for personal storage through retail and distribution partners.
- Head office
- San Jose, California, United States
- Founded
- 1970
- Employees
- approximately 40,000 (end of fiscal 2026, high)
- Listed on
- Nasdaq
- Financial year ends
- July 3 (fiscal 2026, high)
Built from Western Digital Corp.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.