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Sandisk (Nasdaq: SNDK) reported fiscal Q1 2026 revenue of $2.31 billion, up 21% sequentially and 23% year‑over‑year. GAAP net income was $112 million or $0.75 diluted EPS; Non‑GAAP diluted EPS was $1.22. Datacenter revenue rose 26% sequentially to $269 million, while BiCS8 technology represented 15% of bits shipped and is expected to be the majority of bit production exiting fiscal 2026. Q1 gross margin was 29.8% (down ~9 ppt YoY) with Non‑GAAP operating income of $245 million. The company expects Q2 revenue of $2.55–$2.65 billion and Non‑GAAP diluted EPS of $3.00–$3.40.
Sandisk (NASDAQ: SNDK) will report fiscal first quarter results and host an earnings conference call on Thursday, November 6, 2025 at 1:30 p.m. Pacific Time. A live webcast and replay will be available at the company investor website.
Kioxia and Sandisk (NASDAQ: SNDK) have announced the commencement of operations at their new Fab2 (K2) semiconductor fabrication facility in Kitakami Plant, Japan. The state-of-the-art facility will produce eighth-generation, 218-layer 3D flash memory featuring CBA technology to meet AI-driven storage demands.
The facility incorporates earthquake-absorbing architecture, energy-saving equipment, and AI-enhanced production efficiencies. Meaningful production output is expected to begin in the first half of 2026, with capacity ramping up gradually based on market trends. The project is partially subsidized by the Japanese government under a plan approved in February 2024.
Sandisk Corporation (NASDAQ: SNDK) has announced its participation in the upcoming Goldman Sachs Communacopia + Technology Conference 2025. The company's management will present on Wednesday, September 10, 2025, at 3:05 p.m. PT.
Investors can access the live presentation through a webcast on Sandisk's Investor Relations website at investor.sandisk.com. An archived version of the presentation will also be made available on the website following the event.
Sandisk (NASDAQ:SNDK) reported its fiscal Q4 2025 results, with revenue reaching $1.90 billion, up 12% sequentially and 8% year-over-year. The company posted a GAAP net loss of $23 million ($0.16 loss per share), while Non-GAAP EPS was $0.29.
For fiscal year 2025, revenue totaled $7.36 billion, up 10% from 2024. The Cloud segment showed remarkable growth of 195% year-over-year. Looking ahead, Sandisk projects Q1 2026 revenue between $2.10-2.20 billion with Non-GAAP EPS guidance of $0.70-0.90.
The company highlighted the successful ramp of BiCS8 technology and introduced High Bandwidth Flash (HBF) for AI inference solutions, positioning itself for sustainable growth and margin expansion.
[ "Revenue increased 12% sequentially to $1.90 billion, exceeding guidance", "Cloud segment revenue grew 195% year-over-year to $960 million", "Gross margin improved 3.7 percentage points sequentially to 26.4% (Non-GAAP)", "Strong Q1 2026 guidance with revenue projected at $2.10-2.20 billion", "Operating expenses decreased 79% sequentially on GAAP basis" ]Sandisk (NASDAQ: SNDK) has signed a Memorandum of Understanding with SK hynix to standardize High Bandwidth Flash (HBF) memory technology for AI applications. This groundbreaking collaboration aims to develop memory solutions that offer 8-16x more capacity than High Bandwidth Memory (HBM) at a similar cost.
The technology, powered by Sandisk's BiCS technology and CBA wafer bonding, was awarded "Best of Show, Most Innovative Technology" at FMS 2025. Sandisk plans to deliver first HBF samples in H2 2026, with AI-inference devices featuring HBF expected in early 2027.
Sandisk (NYSE:SNDK) has unveiled its groundbreaking UltraQLC™ technology platform, showcasing a 256TB NVMe™ enterprise SSD designed for AI-driven workloads. The platform features innovative BiCS8 QLC CBA NAND technology, custom controllers, and system optimizations specifically engineered for hyperscale cloud applications.
Key technological advances include Direct Write QLC, BiCS8 2Tb QLC die for doubled storage density, and UltraQLC™ power optimization delivering up to 10% higher performance. The company will offer both 128TB and 256TB variants in U.2 form factor, with availability scheduled for first half of 2026.
Sandisk (NASDAQ: SNDK) has announced the formation of a Technical Advisory Board for its innovative High Bandwidth Flash (HBF™) memory technology. The board's inaugural members include Professor David Patterson, a Turing Award winner and Google distinguished engineer, and Raja Koduri, a renowned computer engineer and current Founder/CEO of Oxmiq Labs.
HBF technology is designed to enhance AI inference workloads by offering up to 8x the capacity of High Bandwidth Memory (HBM) at a similar cost. The technology utilizes BiCS technology and CBA wafer bonding, featuring proprietary stacking with ultra-low die warpage for 16-high configurations.
SanDisk (NASDAQ: SNDK) has scheduled its fourth quarter and fiscal year 2025 earnings conference call for August 14, 2025, at 1:30 p.m. Pacific time. The company will make both a live webcast and replay available to investors through its investor relations website at investor.sandisk.com.
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