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Just reported
Q1 FY2027 results
From Sandisk's results release of 29 de outubro de 2026; its quarterly report has since been filed.
Revenue
Actual
US$ 11,03B
+378% y/y
+23% q/qGuided
US$ 10,55B
midpoint
Above guide+4,6%EPS, GAAP
Actual
US$ 52,60
+19% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$ 8,78B
+25% q/q
Guided
—
No guide given
Company outlook
Q2 FY2027
- RevenueUS$ 12,2B – US$ 12,6B+310% y/y First given
- EPSUS$ 55,00 – US$ 57,00First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Sandisk is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.US$ 3,92TA+
AVGOBroadcom Inc.US$ 1,66TA+
MUMicron Technology, Inc.US$ 880,4BA+
AMDAdvanced Micro Devices, Inc.US$ 876,1BA+
TXNTexas Instruments Inc.US$ 277,4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 de out. de 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 de out. de 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 de out. de 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 de out. de 2026BAGraded B, now A
UIUbiquiti Inc.6 de nov. de 2026BAGraded B, now A
Como ganha dinheiro
- Edge products, including storage for computers, phones, gaming, cars, and industrial devices60%
- Datacenter products, including enterprise solid-state drives25%
- Consumer products, including portable drives, memory cards, and USB drives15%
As participações na receita são estimativas para FY2026 ended 2026-07-03, não números de um relatório oficial.
Concorre com
- KYOCYKioxia Corporation
- MUMicron Technology, Inc.A
- Tamanho
- US$ 880,4B
- Margem
- 63,8%
- SSNLFSamsung Electronics Co., Ltd.
- HXSCLSK hynix Inc.
- Yangtze Memory Technologies Co., Ltd.
O que vende6
Enterprise solid-state drives
Flash-storage drives used in servers and data centers for business applications, data analysis, and online services.
Computer and gaming solid-state drives
Drives that store programs and files in desktop and notebook computers, gaming consoles, and set-top boxes.
Embedded flash memory
Flash storage built into phones, tablets, wearable devices, cars, and industrial or connected-home products.
Mostrar mais 3
Portable solid-state drives
External drives for consumers and other users who need portable storage.
Memory cards and universal serial bus flash drives
Removable storage used in cameras, phones, gaming devices, computers, and other consumer products.
Flash wafers and components
Memory wafers and related components used in Sandisk storage products and supplied through its manufacturing arrangements.
Quem compra4
- Data-center and cloud-service operators buy enterprise drives, directly or through supply agreements.
- Computer, phone, gaming, automotive, and other device manufacturers buy drives or embedded memory for products they make; these buyers include original equipment manufacturers.
- Distributors, resellers, and retailers buy Sandisk-branded drives, memory cards, and USB drives for sale to consumers and businesses.
- Enterprise customers buy storage products for private data centers and business systems.
Em que se apoia e o que pode quebrá-lo
Do que o negócio depende
- 1Sandisk says all of its flash-memory wafers currently come from Flash Ventures, its manufacturing joint ventures with Kioxia. The companies jointly develop and make memory, and Sandisk's supply depends on those arrangements continuing.
- 2Some controllers come from third-party suppliers or foundries, and some components have only a limited number of qualified suppliers.
- 3Sandisk uses outside companies for some assembly and testing, alongside its own facilities.
O que pode dar errado
- 1A disruption or disagreement affecting Kioxia or Flash Ventures could interrupt Sandisk's access to flash wafers. The joint-venture arrangements also limit Sandisk's ability to arrange other flash manufacturing while they remain in effect.
- 2Flash-memory prices and demand can change sharply with industry cycles, customer deployments, and supply levels. Long-term customer agreements bring their own execution and financial obligations, while sales outside those agreements remain exposed to market pricing.
- 3Sandisk must keep developing and introducing new memory technologies and products as competitors do the same. Delays, unsuccessful technology transitions, or products that fail customer qualification could affect sales.
Demonstrações financeiras completas →
Sobre a Sandisk Corp
Sandisk makes NAND (not-AND) flash memory, which stores data without needing power to keep it. It sells solid-state drives (SSDs), embedded memory, memory cards, and universal serial bus (USB) drives, as well as wafers and components. Its customers include data-center operators, device makers, and retailers that sell storage products to consumers.
- Sede
- Milpitas, California
- Fundada em
- 1988
- Funcionários
- approximately 11,100 (July 2026, high)
- Listada em
- Nasdaq Global Select Market
- Fim do exercício
- July 3, 2026 (latest reported fiscal year-end)
Construído a partir dos próprios documentos de Sandisk Corp entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.