Cross-Company Taxonomy for Hard Disk Drives + External Storage Drives — 2 Companies
| Company | Product | Revenue Segment | |||
|---|---|---|---|---|---|
STX | OEMs Products also in this segment: Storage Systems, External Storage Drives | $2.87B10-Q? | 79.0% | ↑ 44.7% | |
STX | Distributors Products also in this segment: Storage Systems, External Storage Drives | $572M10-Q? | 15.8% | ↑ 112.6% | |
STX | Retailers Products also in this segment: Storage Systems, External Storage Drives | $191M10-Q? | 5.3% | ↓ 1.5% | |
WDC | Cloud | $3.34B10-Q? | 89.0% | ↑ 43.2% | |
WDC | Client | $225M10-Q? | 6.0% | ↑ 60.7% | |
WDC | Consumer | $187M10-Q? | 5.0% | ↑ 37.5% |
Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric
Combined Segment Metrics: Hard Disk Drives vs Related Products?
Hard Disk Drives+46.3%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| STXOEMs Distributors Retailers | OEMs Distributors Retailers | Q4 FY2026 | $3.63B | 50.5% | 100.0% | +48.5% |
| WDCCloud Client | Cloud Client | Q4 FY2026 | $3.56B | 49.5% | 95.0% | +44.2% |
External Storage Drives+47.9%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| STXOEMs Distributors Retailers | OEMs Distributors Retailers | Q4 FY2026 | $3.63B | 95.1% | 100.0% | +48.5% |
| WDCConsumer | Consumer | Q4 FY2026 | $187M | 4.9% | 5.0% | +37.5% |
Storage Systems+ Add to results+20.2%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| DELLStorage | Storage | Q2 FY2027 | $4.85B | 41.0% | 10.3% | +25.8% |
| STXOEMs Distributors Retailers | OEMs Distributors Retailers | Q4 FY2026 | $3.63B | 30.7% | 100.0% | +48.5% |
| IBMHybrid Infrastructure | Hybrid Infrastructure | Q2 FY2026 | $2.57B | 21.7% | 15.0% | −10.3% |
| ORCLHardware | Hardware | Q1 FY2027 | $774M | 6.5% | 4.0% | +15.5% |