Se încarcă compania
Just reported
Q1 FY2027 results
From Sandisk's results release of 29 octombrie 2026; its quarterly report has since been filed.
Revenue
Actual
11,03B USD
+378 % y/y
+23 % q/qGuided
10,55B USD
midpoint
Above guide+4,6 %EPS, GAAP
Actual
52,60 USD
+19 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
8,78B USD
+25 % q/q
Guided
—
No guide given
Company outlook
Q2 FY2027
- Revenue12,2B USD – 12,6B USD+310 % y/y First given
- EPS55,00 USD – 57,00 USDFirst 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.
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Cum face bani
- 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 %
Ponderile din venituri sunt estimări pentru FY2026 ended 2026-07-03, nu cifre dintr-un raport depus.
Concurează cu
- KYOCYKioxia Corporation
- MUMicron Technology, Inc.A
- Mărime
- 880,4B USD
- Marjă
- 63,8 %
- SSNLFSamsung Electronics Co., Ltd.
- HXSCLSK hynix Inc.
- Yangtze Memory Technologies Co., Ltd.
Ce vinde6
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.
Afișează încă 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.
Cine cumpără4
- 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.
Pe ce se sprijină și ce l-ar putea dărâma
De ce depinde activitatea
- 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.
Ce ar putea merge prost
- 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.
Situațiile financiare complete →
Despre 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.
- Sediu
- Milpitas, California
- Înființată în
- 1988
- Angajați
- approximately 11,100 (July 2026, high)
- Listată la
- Nasdaq Global Select Market
- Sfârșitul exercițiului financiar
- July 3, 2026 (latest reported fiscal year-end)
Construit din raportările proprii ale Sandisk Corp la Comisia pentru Valori Mobiliare și Burse a SUA (SEC). Cifrele sunt cele raportate, iar istoricul pe acțiune este recalculat la baza de acțiuni de azi. Aceasta descrie o afacere — nu este consultanță de investiții și nu este o recomandare de cumpărare sau vânzare.