Western Digital HDD — Cost of revenue increased by 14.1% to $1.58B in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 14.1%, from $1.39B to $1.58B. This increase may warrant attention — for this metric, lower values are generally preferred.
A decrease relative to revenue indicates improved manufacturing efficiency, while an increase suggests rising input costs or production inefficiencies.
This reflects the direct costs associated with manufacturing and delivering hard disk drive products, including material...
Standard cost of goods sold (COGS) metric for hardware manufacturing segments.
wdc_segment_hdd_cost_of_revenue| Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q3 '24 | Q3 '25 | |
|---|---|---|---|---|---|---|
| Value | $1.21B | $1.21B | $1.21B | $1.21B | $1.39B | $1.58B |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +14.9% | +14.1% |
| YoY Change | — | — | — | — | +14.9% | +14.1% |
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