Western Digital (NASDAQ: WDC) — Q1 FY2027 Pre Earnings

wdc q1 2027 pre-earnings finance note
What to watch
Hard Disk Drives is a Key Product of Western Digital

Hard Disk Drives sits within Western Digital’s Cloud and Client segments. The segments make up 95.0% of Western Digital’s revenue. Client grew 60.7% and is Western Digital’s Key Earnings Driver. Seagate grew fastest at 112.6%.

See taxonomy and metrics for Hard Disk Drives →
Growth rank
#2 of 2
↑ 60.7% year on year in the reported segment
Size rank
#2 of 2
$3.56B segment revenue
Share of the combined segments
49.5%
of $7.19B across 2 companies that report one
Dependence on these segments
95.0%
of WDC’s total revenue

Who else sells Hard Disk Drives

The revenue segment each company reports that contains this product. 2 companies.

CompanyQuarterRevenue segmentSegment revenue% of companyGrowth
STXQ4 FY2026 · Jul 3, 2026OEMs$2.87B79.0%↑ 44.7%
STXQ4 FY2026 · Jul 3, 2026Distributors$572M15.8%↑ 112.6%
STXQ4 FY2026 · Jul 3, 2026Retailers$191M5.3%↓ 1.5%
WDCQ4 FY2026 · Jul 3, 2026Cloud$3.34B89.0%↑ 43.2%
WDCQ4 FY2026 · Jul 3, 2026Client$225M6.0%↑ 60.7%

Peer rank: year-on-year growth

Growth of the reported segment, latest quarter. A company with several segments shows its fastest.

STX
112.6%
WDC
60.7%

Concentration: share of company revenue

How much of each company’s total revenue sits in the segment above.

STX
100.0%
WDC
95.0%

Combined segment revenue

The 2 companies that report a segment for this product earned this in those segments in their latest quarters. It is the revenue of the whole reported segment, not of the product alone.

$7.19B

Coverage: Nasdaq 100 and S&P 100 companies mapped to Hard Disk Drives (2 companies, 2 disclose a segment). Quarters differ by company; each row shows its own period end date.

Source: Revenue segments as reported in each company’s SEC filings. Products are mapped to segments from company pages.

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