earnings
confidence high
sentiment positive
materiality 0.85
Sandisk Q2 revenue $3.03B, EPS $5.15; datacenter up 64% QoQ; strong Q3 guidance
Sandisk Corp
2026-Q2 EPS reported
$6.02
revenue$5,333,000,000
- Revenue $3.025B, up 31% QoQ and 61% YoY; GAAP EPS $5.15.
- Non-GAAP diluted EPS $6.20, up 408% QoQ.
- Datacenter revenue up 64% QoQ to $440M, driven by AI infrastructure.
- Q3 guidance: revenue $4.4B-$4.8B, Non-GAAP EPS $12.00-$14.00.
- Gross margin improved to 50.9% GAAP from 29.8% prior quarter.