Consumer storage

Revenue of $703 million in fiscal 2026, 5% of the total.

WDC market data

The numbers

Consumer revenue$703 millionFY2026 (year ended July 3, 2026) · source ↗

Consumer share of net revenue5%FY2026 (year ended July 3, 2026) · source ↗

Consumer exabytes sold+1% year over yearFY2026 (year ended July 3, 2026) · source ↗

What it is

Retail and other end-user storage sold under the Western Digital brand. Volume grew only about 1% in fiscal 2026, so most of the company's growth comes from cloud.

Why it matters to the stock. This is the most exposed part of the business to consumer demand and retail pricing. Its small size means it moves the stock less than cloud.

News

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