SNDK Sandisk (SNDK) Q2 FY26 earnings call
Sandisk delivered a strong Q2 FY26, significantly exceeding revenue and EPS guidance, primarily driven by accelerating AI-fueled demand in data centers and improved pricing across all segments. The company is actively pursuing multi-year agreements with customers to ensure supply certainty and better align planning cycles, aiming for structurally higher margins in the evolving NAND market. The Yokkaichi JV extension secures long-term supply, while new product innovations continue to drive portfolio strength.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
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.