SNDK Sandisk (SNDK) Q3 FY26 earnings call
Sandisk delivered a strong quarter, driven by robust data center demand and the successful implementation of new multiyear supply partnerships. These agreements, backed by substantial financial guarantees, aim to fundamentally reshape the business by improving predictability, securing long-term demand, and sustaining higher margins. The company is also initiating a $6 billion share buyback program, reflecting confidence in its financial strength and future cash flow generation.
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SNDK operating KPIs by quarter
| KPI | Jun 2025 Q4 FY25 | Sep 2025 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|
| Capital expenditures Back-end operations and offices | $45MThis included $94 million from operations and $28 million cash received from our activities related to flash ventures, partially offset by $45 million invested in our back-end operations and offices.Source: earnings call transcript | $50MThis included $488 million cash from operations and $10 million cash received from our activities related to Flash Ventures, partially offset by $50 million invested in our back-end operation and offices.Source: earnings call transcript | +11.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.