| Stage | WDC | % of rev | MSI | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $4.4B | 100.00% | $3.4B | 100.00% | WDC ×1.30 |
| Gross profit | $2.5B | 57.84% | $1.8B | 52.37% | WDC +5.5pp |
| Operating income | $2.0B | 46.70% | $777M | 23.02% | WDC +23.7pp |
| Pre-tax income | $2.0B | 46.52% | $678M | 20.08% | WDC +26.4pp |
| Net income | $1.8B | 40.61% | $514M | 15.23% | WDC +25.4pp |
| Stage | WDC | MSI | Gap · A − B |
|---|---|---|---|
| Revenue | $4.4B100.00% | $3.4B100.00% | WDC ×1.30 |
| Gross profit | 57.84%$2.5B | 52.37%$1.8B | WDC +5.5pp |
| Operating income | 46.70%$2.0B | 23.02%$777M | WDC +23.7pp |
| Pre-tax income | 46.52%$2.0B | 20.08%$678M | WDC +26.4pp |
| Net income |
| 40.61%$1.8B |
| 15.23%$514M |
| WDC +25.4pp |
No shared counterparties.