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Computer Storage Devices SIC 3572
6 companies filing with the SEC under SIC 3572. Median revenue growth +61% year on year in Q3 2026 (middle half +58% to +219%, 3 companies). The growth model expects the industry's combined revenue to grow +37% in Q3 2026. 3 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- NTAP → ARW 22% of the supplier's revenue, $1.5B
- NTAP → Tech Data Corporation 21% of the supplier's revenue, $1.5B
- NTAP → U.S. government 11% of the supplier's revenue, $762M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +36.6% | $14.3B | $12.0B – $16.6B |
| Q4 2026 | +31.6% | $15.4B | $12.4B – $18.4B |
| Q1 2027 | +27.1% | $19.7B | $15.5B – $23.9B |
| Q2 2027 | +23.4% | $24.0B | $18.6B – $29.3B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| SNDK Sandisk | $11.0B | +378% | expansion |
| WDC Western Digital | $4.4B | +55% | transition |
| STX Seagate Technology Holdings | $4.2B | +61% | transition |
| NTAP NetApp | $1.8B | — | transition |
| P Everpure | $1.2B | — | transition |
| QMCO Quantum | $80.8M | — | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.