Western Digital Consumer — Revenue from Contract with Customer, Excluding Assessed Tax increased by 137.3% to $162.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric declined by 76.1%, from $678.00M to $162.00M. Over 4 years (FY 2021 to FY 2025), Consumer — Revenue from Contract with Customer, Excluding Assessed Tax shows a downward trend with a -25.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests strong consumer demand and effective retail channel penetration, while a decrease may indicate market saturation, increased competition, or a shift in consumer spending habits toward alternative storage solutions.
This metric represents the total net revenue generated from the sale of data storage products, such as hard disk drives...
Peers in the hardware and storage sector typically report this as 'Retail' or 'Consumer' segment revenue, often benchmarked against total company revenue to determine the mix between enterprise and consumer exposure.
wdc_segment_consumer_revenue_from_contract_with_customer_excluding_assessed_tax| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $938.00M | $973.00M | $1.06B | $875.00M | $1.09B | $678.00M | $794.00M | $623.00M | $678.00M | $731.00M | $839.00M | $730.00M | $731.00M | $678.00M | $771.00M | $150.00M | -$434.00M | $162.00M |
| QoQ Change | — | +3.7% | +8.8% | -17.4% | +24.3% | -37.7% | +17.1% | -21.5% | +8.8% | +7.8% | +14.8% | -13.0% | +0.1% | -7.3% | +13.7% | -80.5% | -389.3% | +137.3% |
| YoY Change | — | — | — | — | +16.0% | -30.3% | -25.0% | -28.8% | -37.7% | +7.8% | +5.7% | +17.2% | +7.8% | -7.3% | -8.1% | -79.5% | -159.4% | -76.1% |
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