earnings
confidence high
sentiment positive
materiality 0.85
Sandisk Q4 revenue $8.97B (+51% Q/Q); board approves $14B buyback; guides Q1 above Q4
Sandisk Corp
- Q4 GAAP net income $6.90B ($43.97 diluted EPS); Non-GAAP EPS $39.25.
- FY2026 revenue $20.25B (+175% YoY); Datacenter revenue up 437% YoY to $5.15B.
- Board approved $14B share repurchase program; total remaining authorization $15.5B.
- Q1 FY2027 revenue guidance $10.30B-$10.80B; Non-GAAP EPS $44-$46.
- Signed five additional New Business Model agreements since April earnings call.