Sandisk (SNDK) Q1 2026 10-Q Quarterly Report
Sandisk (SNDK) 10-Q quarterly report for Q1 2026, filed with SEC EDGAR on Jan 30, 2026 for the fiscal period ending Jan 2, 2026. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Sandisk Q1 2026 10-Q Analysis
Management Discussion & Analysis
- • Revenue $3.03B, up 61% YoY from $1.88B, driven by increased ASP (+36%) and exabytes sold (+22%)
- • Operating margin 35.2% vs 10.3% YoY; gross margin 50.9% vs 32.3% YoY for the quarter ended Jan 2, 2026
Risk Factors
- • New risk: Ongoing operational and financial commitments with Flash Ventures extended to 2034 via recent agreements totaling $1.2B from 2026-2029
- • Most materially updated risk: Increased tax-related exposure due to the One Big Beautiful Bill Act impacting 2025 tax provision with a recorded $29M benefit
Sandisk Q1 2026 Quarterly FinancialsXBRL
Revenue
$3.0B
▼ -19.5% YoY▲ +31.1% QoQ
Net Income
$803M
▲ +154.9% YoY▲ +617.0% QoQ
Net Margin
26.5%
▲ +1817bp YoY▲ +2169bp QoQ
Source: XBRL data from Sandisk Q1 2026 10-Q filing on SEC EDGAR. All figures in USD.
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