WDC compared with AMD: revenue, margins and what each company keeps, and the suppliers and customers both name
Comparison · two companies, one scale
Track WDC
Watchlist prices, news filtered to it, and its next report on your desk.
Comparison · two companies, one scale
Watchlist prices, news filtered to it, and its next report on your desk.
Sign in to keep this comparison. A saved view records which companies, and which reading of them, then draws it again against a live tape whenever you open it.
Sign inThe shared column is the reading: companies both sides name in their own filings. WDC names 2 counterparties, AMD names 18, and 2 appear on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.
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Two filed statements on one plate. Each side is drawn as a share of its own revenue, so band length reads as margin, never as company size. WDC keeps 85.3¢ of every revenue dollar to AMD's 19.9¢. By revenue, AMD's quarter is 3.1× WDC's, a fact this drawing states rather than draws.
Standardized lines from each company's own filing, except WDC, derived from the annual figures. The two quarters end 6 days apart, which this page states rather than hides: WDC Jul 3 '26, AMD Jun 27 '26. The gap column is a margin difference in percentage points, never a price direction, so it takes no colour and no caret.