Form 8-K · Current report
Sandisk 8-K, filed Aug 5, 2026
- Filed
- CIK
- 0002023554
- Accession no.
- 0001628280-26-053346
Summary
Sandisk reported fiscal fourth-quarter 2026 revenue of $8.97 billion, up 51% sequentially and 372% year over year, with GAAP net income of $6.90 billion ($43.97 diluted per share), and guided fiscal first-quarter 2027 revenue to $10.30–$10.80 billion with non-GAAP diluted earnings per share of $44.00–$46.00. Its board approved an additional $14 billion share repurchase program, bringing total remaining authorization to $15.5 billion.
Key points
- Fiscal 2026 revenue was $20.25 billion, up 175% year over year, with GAAP net income of $11.43 billion and non-GAAP diluted earnings per share of $70.88.
- Fiscal 2026 datacenter revenue rose 437% to $5.15 billion, edge revenue rose 195% to $12.16 billion, and consumer revenue rose 29% to $2.94 billion.
- Sandisk signed five additional New Business Model agreements since its April earnings call, including three with new customers and two expanding previously signed deals.
- CEO David Goeckeler said the company closed fiscal 2026 with datacenter established as a key growth pillar and deepened customer partnerships.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 8.01Other Events
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On August 5, 2026, Sandisk Corporation (the “Company”) announced financial results for the fiscal fourth quarter ended July 3, 2026. A copy of the press release making this announcement is attached hereto as Exhibit 99.1 and is incorporated herein by reference. In accordance with General Instruction B.2 of Form 8-K, the information in this Item 2.02, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be incorporated by reference into any registration statement…
An excerpt of the text as filed with the SEC, cut for length.
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