Cloud — Revenue from Contract with Customer, Excluding Assessed Tax
Western Digital Cloud — Revenue from Contract with Customer, Excluding Assessed Tax increased by 51.3% to $2.51B in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 13.7%, from $2.21B to $2.51B. Over 4 years (FY 2021 to FY 2025), Cloud — Revenue from Contract with Customer, Excluding Assessed Tax shows an upward trend with a 13.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase indicates strong demand from cloud service providers and successful capture of hyperscale storage market share, while a decrease may signal reduced capital expenditure by cloud customers or increased competitive pressure.
Detailed definition
This metric represents the total revenue generated from the sale of data storage products and solutions specifically tai...
Peer comparison
Comparable to 'Cloud' or 'Hyperscale' revenue segments reported by other storage hardware manufacturers and semiconductor companies serving the data center market.
wdc_segment_cloud_revenue_from_contract_with_customer_excluding_assessed_taxHistorical Data
| 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 | $1.29B | $2.23B | $1.92B | $1.77B | $2.23B | $1.83B | $1.22B | $1.21B | $1.83B | $872.00M | $1.07B | $1.55B | $872.00M | $2.21B | $2.35B | $2.01B | $1.66B | $2.51B |
| QoQ Change | — | +72.3% | -13.7% | -7.6% | +25.4% | -17.8% | -33.1% | -1.6% | +51.8% | -52.3% | +22.8% | +45.0% | -43.9% | +153.2% | +6.3% | -14.5% | -17.3% | +51.3% |
| YoY Change | — | — | — | — | +72.3% | -17.8% | -36.3% | -32.1% | -17.8% | -52.3% | -12.5% | +28.9% | -52.3% | +153.2% | +119.0% | +29.2% | +90.3% | +13.7% |
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Frequently Asked Questions
- What is Western Digital's cloud — revenue from contract with customer, excluding assessed tax?
- Western Digital (WDC) reported cloud — revenue from contract with customer, excluding assessed tax of $2.51B in Q3 2025.
- How has Western Digital's cloud — revenue from contract with customer, excluding assessed tax changed year-over-year?
- Western Digital's cloud — revenue from contract with customer, excluding assessed tax increased by 13.7% year-over-year, from $2.21B to $2.51B.
- What is the long-term trend for Western Digital's cloud — revenue from contract with customer, excluding assessed tax?
- Over 4 years (2021 to 2025), Western Digital's cloud — revenue from contract with customer, excluding assessed tax has grown at a 13.1% compound annual growth rate (CAGR), from $5.02B to $8.22B.
- What does cloud — revenue from contract with customer, excluding assessed tax mean?
- Total revenue generated from selling data storage hardware to cloud service providers and hyperscale data centers.