SNDK Sandisk

Q1 2026 10-Q

Filed: Jan 30, 2026Period ending Jan 2, 2026

Industrials

Computer Storage DevicesSEC EDGAR

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.

AI Filing Analysis
Q1 2026 10-Q

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

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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

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