Concentration of Risk

WESTERN DIGITAL CORP

High

WDC · Nasdaq · Computer Storage Devices · CIK 0000106040

Latest filing: 10-K · 2025-08-14

Customer concentration

Significant Customers note · revenue dependency

High
Top exposure
68%
Top Ten Customers
Customer One17%
Customer Two12%
Customer Three10%
3 of 10 members disclosed · 39% of the 68% combined group
+13.0pp YoY

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FY23FY24FY250%20%40%60%80%

Geographic concentration

Segment reporting · geographic revenue

High
Top exposure
45.5%
United States
+3.8pp YoY

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FY23FY24FY250%15%30%45%60%

Supplier concentration

Risk Factors · supply chain dependency

Low
Dependency
sole or single source
sole or single source providersNamed
Qualitative disclosure — no % quantified (informational, not scored)
Flat
FY25

Qualitative dependency level by filing year.

Product concentration

ASC 275 · disclosed dependence on a specific product or service

High
Top exposure
88%
Cloud end marketNamed
Flat

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FY250%25%50%75%100%

Credit concentration

ASC 825 · concentration of credit risk note

Low
Receivables
20%
Customer One
-3.0pp YoY

Click a point to open the SEC source

FY24FY250%6%12%18%24%
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