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Just reported
Q1 FY2027 results
From Sandisk's results release of 29 октября 2026 г.; its quarterly report has since been filed.
Revenue
Actual
11,03B $
+378 % y/y
+23 % q/qGuided
10,55B $
midpoint
Above guide+4,6 %EPS, GAAP
Actual
52,60 $
+19 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
8,78B $
+25 % q/q
Guided
—
No guide given
Company outlook
Q2 FY2027
- Revenue12,2B $ – 12,6B $+310 % y/y First given
- EPS55,00 $ – 57,00 $First 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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На чём зарабатывает
- 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 %
Доли выручки — это оценки за FY2026 ended 2026-07-03, а не цифры из поданной отчётности.
Конкурирует с
- KYOCYKioxia Corporation
- MUMicron Technology, Inc.A
- Размер
- 880,4B $
- Маржа
- 63,8 %
- SSNLFSamsung Electronics Co., Ltd.
- HXSCLSK hynix Inc.
- Yangtze Memory Technologies Co., Ltd.
Что продаёт6
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.
Показать ещё 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.
Кто покупает4
- 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.
На чём держится и что может это сломать
От чего зависит бизнес
- 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.
Что может пойти не так
- 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.
Полная финансовая отчётность →
О компании 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.
- Штаб-квартира
- Milpitas, California
- Год основания
- 1988
- Сотрудников
- approximately 11,100 (July 2026, high)
- Торгуется на
- Nasdaq Global Select Market
- Конец финансового года
- July 3, 2026 (latest reported fiscal year-end)
Построено по собственной отчётности Sandisk Corp, поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.