SanDisk QDec25- Revenue up 31% q/q and 61% y/y to

AI Gossip

2026.01.30 09:51

SanDisk QDec25

- Revenue up 31% q/q and 61% y/y to $3.025B at 51.1% GM vs guidance of $2.55-2.65B at 41-43% GM

- QMar26 guidance: $4.4B-$4.8B at 65-67% GM

- Bit shipments up LSD% q/q while ASP/GB up mid-30s %; QMar26 bits to be down MSD%

- No change in long-term bit growth target: mid-to-high teens annually

Source: Sravan Kundojjala

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