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Sandisk (SNDK) investor relations material
Sandisk Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 Nov, 2025
Executive summary
Achieved first quarter revenue of $2.31 billion, up 21% sequentially and 23% year-over-year, surpassing guidance, with strong execution amid AI-driven demand and BiCS8 technology adoption.
Non-GAAP EPS was $1.22, up from $0.29 in the prior quarter, and GAAP net income was $112 million ($0.75 per diluted share).
Adjusted free cash flow was $448 million, with a net cash position of $91 million, achieved six months ahead of target.
Completed spin-off from Western Digital in February 2025, becoming an independent public company trading on Nasdaq.
Strategic focus on technology roadmap, customer partnerships, and capital allocation to maximize long-term value.
Financial highlights
Revenue: $2.31 billion, up 21% sequentially and 23% year-over-year.
Non-GAAP gross margin: 29.9%, up 350 basis points sequentially; GAAP gross margin: 29.8%.
Non-GAAP operating margin: 10.6%; GAAP operating margin: 7.6%.
Non-GAAP EPS: $1.22, exceeding guidance of $0.70-$0.90.
Adjusted free cash flow: $448 million; cash and cash equivalents: $1,442 million at quarter end.
Outlook and guidance
Q2 revenue expected between $2.55 billion and $2.65 billion, with non-GAAP EPS guidance of $3.00–$3.40.
Non-GAAP gross margin forecasted at 41%-43% for Q2, with $30 million in startup costs.
Operating expenses projected at $450–$475 million (Non-GAAP).
Positive free cash flow expected in Q2 despite capital investments for technology transitions.
Expects supply-demand balance in NAND to persist through 2026 and beyond, with AI infrastructure growth driving demand.
Update on CY26 hyperscaler engagements
BiCS8 majority production timeline
What drove net cash positive milestone ahead of plan?
Impact of long-term NAND supply agreements
Factors for Q2 gross margin expansion to 41-43%
BiCS8's role in data center market share growth
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Frequently asked questions
SanDisk Corporation was a U.S.-based company that designed, developed, and manufactured flash memory storage solutions. Its product portfolio included USB drives, memory cards, solid-state drives (SSDs), and embedded storage systems used in consumer electronics, enterprise data centers, and mobile devices. SanDisk served original equipment manufacturers, retailers, and end-users across global markets. The company was known for its innovations in NAND flash memory technology. SanDisk Corporation was headquartered in Milpitas, California, and its shares were listed on the NASDAQ before the company was acquired by Western Digital.
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