Sandisk: the business angle

Sandisk Reports Fiscal Third Quarter 2026 Financial Results. Sandisk has emerged this Friday as one of the stories drawing attention in Taiwan.

Key facts

• Sandisk Reports Fiscal Third Quarter 2026 Financial Results.
• Sandisk Corporation (Nasdaq: SNDK) today reported fiscal third quarter financial results. “This quarter marks a fundamental inflection point for Sandisk.
• On February 21, 2025, Sandisk Corporation (the “Company”) completed its separation from Western Digital Corporation (“WDC”) and became a standalone publicly traded company.
• Sandisk to Report Fiscal Third Quarter Results on April 30, 2026.
• Additional details can be found within the Company’s earnings presentation, which is accessible online at investor.sandisk.com.

What we know

Going deeper, Sandisk Corporation (Nasdaq: SNDK) today reported fiscal third quarter financial results. “This quarter marks a fundamental inflection point for Sandisk.

On the substance, On February 21, 2025, Sandisk Corporation (the “Company”) completed its separation from Western Digital Corporation (“WDC”) and became a standalone publicly traded company.

Beyond the headlines, Sandisk to Report Fiscal Third Quarter Results on April 30, 2026.

More precisely, Additional details can be found within the Company’s earnings presentation, which is accessible online at investor.sandisk.com.

It is worth noting that the live and archived conference call/webcast and the earnings presentation can be accessed online at investor.sandisk.com.

By the numbers

At this stage, Third quarter revenue was $5.95 billion, up 97% sequentially and above the guidance range, with GAAP net income reported at $3,615 million ($23.03 diluted net income per share).

On a related note, Revenue outperformance was driven by both our mix shift toward higher-value customers, with Datacenter up 233%, and higher pricing.

Going deeper, Third quarter Non-GAAP diluted net income per share was $23.41.

On the substance, Expect fourth quarter revenue to be in the range of $7.75 billion to $8.25 billion, with expected Non-GAAP diluted net income per share to be in the range of $30.00 to $33.00.

The wider context

On a related note, Sandisk is a leading developer, manufacturer and provider of data storage devices and solutions based on NAND flash technology.

Going deeper, Sandisk and the Sandisk logo are registered trademarks or trademarks of Sandisk Corporation or its affiliates in the United States and/or other countries.

On the substance, Sandisk Announces Participation in Investor Conferences.

Beyond the headlines, Sandisk Announces Pricing of Secondary Offering of Common Stock.

More precisely, Business Outlook for Fiscal Fourth Quarter of 2026.

The bottom line

• The live and archived conference call/webcast and the earnings presentation can be accessed online at investor.sandisk.com.
• The financial statements for all periods presented, including the historical results of the Company prior to February 21, 2025, are now referred to as “Consolidated Financial Statements” and have been prepared in accordance with U.S. generally accepted accounting principles (“GAAP”).
• The investment community conference call to discuss these results and the Company’s business outlook for the fiscal fourth quarter of 2026 will be broadcast live online today at 1:30 p.m.
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