SanDisk (SNDK.US) Q1 FY2027 Earnings Call
Live time: Oct 29, 2026 20:30 UTC
SanDisk (SNDK.US) Q1 FY2027 Earnings Call
Live time: 10/29/2026 20:30:00 UTC
闪迪 (SNDK.US) 2027 财年第一季度业绩电话会
Summary
01:47
Opening Remarks by Ivan Donaldson
Ivan Donaldson, VP of Investor Relations, opens the Sandisk 2027 fiscal Q1 earnings call, highlighting key updates and providing legal disclaimers regarding forward-looking statements and non-GAAP financial measures.
03:29
Q1 Overview by David Shao
David Shao discusses Sandisk's strong start to the fiscal year with Q1 revenue of $11B, non-GAAP gross margin at 85.1%, adjusted EPS of $49.51, and $5.7B in free cash flow. He highlights capital return via share repurchases worth $5B and strategic focus areas like technology leadership and AI-driven NAND demand.
05:13
BiCS Technology Updates by David Shao
David Shao announces advancements in BiCS technology, introducing BiCS8, BiCS9, BiCS10, and High Bandwidth Flash (HBF). These technologies aim to address AI-driven data center demands with improved CMOS bonding, read/write bandwidth, and higher storage density.
07:17
AI Infrastructure and NBN Partnerships by David Shao
David highlights Sandisk's AI-related innovations and customer partnerships through the NBN framework. Increased NAND demand stems from AI inference workloads, while strategic investments focus on long-term customer relations and reinforcing AI data center prominence.
13:43
Q1 Financial Performance by Luis
Luis reports that Sandisk's Q1 revenue grew 23% QoQ to $11B, driven by higher volumes and pricing. Data center revenue reached $4.8B, up 61% QoQ, while edge and consumer markets saw mixed performance trends. Non-GAAP gross margin landed at 85.1%, and $5.1B was allocated to operational expenses.
40:29
Capital Allocations and NBM Contracts by Luis
Luis explains the strategic evaluation of long-term NBM agreements with financial securities held by third parties. He confirms cash flow commitment for shareholder returns paired with disciplined capital spending for innovation and diversification.
57:02
HBF Product Roadmap by David Shao
David Shao provides an update on HBF's development timeline, highlighting chip tape-out completion and upcoming client testing phases. He emphasizes HBF's role in scaling AI inference architecture cost-effectively.
Related Notices
Sandisk | (8-K) Current Report
Oct 29, 2026 16:13Revenue: As of FY2027 Q1, the actual value is USD 11.03 B, compared to the market estimate of USD 10.7 B. EPS: As of FY2027 Q1, the actual value is USD 52.6, compared to the market estimate of USD 47.1525. EBIT: As of FY2027 Q1, the actual value is USD 8.731 B.
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