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Sandisk
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · rok obrotowy: Q4 2026 · opublikowano 5 sie 2026 i 30 kwi 2026
Net income up 91.0% on the previous quarter. Management sounded cautious, in its script and in answers to analysts.
1 · Liczby
+91,0%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 6,90 mld vs 3,62 mld
Przychody +50,7%
2 · Jak mówił zarząd
Ostrożny
Less upbeat than 96% of company calls
Answers to analysts: upbeat, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Prognoza
For the first quarter of fiscal year 2027, Sandisk expects revenue between $10.3 billion and $10.8 billion with sequential growth driven by both bit…
Między wierszami
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Główny temat
New business models
Cytat ze źródła
“Established Datacenter as a major pillar of growth, deepened customer relationships through multiyear partnerships enabled by our New Business Models... Over the past year, we strengthened our portfolio with BiCS leadership across both TLC and QLC and the continued advancement of high-bandwidth flash. We reinforced our supply chain and transformed our business model with a net cash balance sheet and the capital allocation framework designed to generate growing and durable free cash flow to reinvest in the...”
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Prognoza
Sandisk expects attractive margins even at floor pricing.
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Prognoza
Sandisk delivered record revenue, gross margin and earnings per share, each above the high end of its guidance and repurchased $4.5...
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Słabnie
As you will see in Sandisk's 10-Q, the three contracts signed during the quarter provide minimum contractual revenue of approximately $42 billion.
Cytat ze źródła
“As you will see in our 10-Q, the three contracts signed during the quarter provide minimum contractual revenue of approximately $42 billion. These agreements with variable pricing allow us to capture upside if prices rise, while allowing our customers some upside if prices decline over time. We will update you as we make more progress.”
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“And when the business is transacted on a quarterly basis, it's very difficult to do, and it's very difficult to get wrong.”
“AI is fundamentally a memory-centric storage-intensive problem.”
“And then bigger picture, the challenge for semi investors is moving less of a focus on margin and EPS revisions, but rather buying into the durability of this cycle.”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-07-03)
| Pozycja | II kw. 2026period end 2026-07-03 | I kw. 2026period end 2026-04-03 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 8,96 mld | 5,95 mld | +50,7% | 1,90 mld | +371,6% |
| Zysk brutto ze sprzedaży | 7,58 mld | 4,66 mld | +62,6% | 498,0 mln | +1422,5% |
| Zysk operacyjny | 7,04 mld | 4,11 mld | +71,2% | 18,0 mln | +38994,4% |
| Zysk netto | 6,90 mld | 3,62 mld | +91,0% | -23,0 mln | Zysk zamiast straty |
| Zysk na akcję | 44,34 | 23,03 | +92,5% | -0,16 | Zysk zamiast straty |
Tematy
Najczęściej omawiane teraz
- Edge customers and reflect the conviction Sandisk's customers
- Sandisk has industry-leading NAND technology across TLC and QLC with a road map of continued innovation extending its leadership.
- Combined with Sandisk's NBMs, a net cash balance sheet and an active capital return program, the result is a durable...
- Sandisk spent a lot of time over the last 2 or 3 quarters really working very, very deeply with its...
- There's a ton of innovation going on right now in inference memory architectures, which Sandisk thinks is fantastic, very healthy.
Zniknęło od I kw. 2026
- Słabnie Investment Sandisk has made in R&D and manufacturing, including tens of billions of dollars in cumulative CapEx and IP, have...
- Słabnie Equipped with a complete portfolio that now includes a scaled and rapidly growing enterprise SSD business, Sandisk is allocating supply...
- Słabnie Five signed agreements to date, over $11 billion in financial guarantees, and over a third of Sandisk's bits in fiscal...
- Słabnie When you drill into that opportunity and try to size it, it gets complicated quickly—number of concurrent sessions, average input...