SNDK Sandisk (SNDK) Q4 FY26 earnings call
Sandisk delivered a record-setting quarter, driven by robust AI-fueled demand and the successful expansion of its New Business Models (NBMs), which provide significant long-term revenue visibility. The company is strategically positioning itself for the 'Era of Inference' with technology leadership and a strong capital allocation framework, aiming for durable growth and shareholder returns. Management expressed high confidence in the long-term strategic partnerships and the cash-generating capabilities of the business.
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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.