Citable filing context
SNDK's research view summarizes recent SEC filing context, starting with management_change from Sep 16, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 16, 2026 | management_change | Sandisk Corporation approved compensation adjustments for its CTO and CLO, effective October 1, 2026. |
| Sep 11, 2026 | debt_offering | Sandisk entered into an amended loan agreement providing a $1.5 billion revolving credit facility maturing in 2031. |
| Aug 5, 2026 | earnings | Sandisk reported fiscal fourth quarter 2026 revenue of $8.97 billion and approved a $14 billion share repurchase program. |
| Aug 5, 2026 | Guidance: non_gaap_diluted_net_income_per_share | 44.00 to 46.00 |
| Aug 5, 2026 | Guidance: revenue | 10300.00 to 10800.00 |
| Apr 30, 2026 | Guidance: diluted_shares_outstanding | 158.00 to 158.00 |
| Aug 17, 2026 | business | Sandisk (SNDK) separated from Western Digital Corporation on February 21, 2025, operating as a standalone, vertically integrated NAND flash memory provider. The company designs and manufactures solid-state drives (SSDs), embedded storage, and removable cards for three primary end markets: Datacenter, Edge (including mobile, PC, automotive, and gaming), and Consumer. Crucially, Sandisk sources all of its flash memory wafers from Flash Ventures, a 49.9% joint venture with Kioxia operating eight fabrication facilities in Japan. In January 2026, Sandisk extended these joint venture agreements to December 31, 2034, committing to pay Kioxia $1.2 billion between 2026 and 2029 to secure manufacturing services and supply. Assembly and testing are conducted in Penang, Malaysia, and through SDSS, a 20%-owned venture. Sandisk also holds a 48% stake in the Unis Venture to market products in China. The company holds approximately 8,000 granted patents globally. International sales accounted for 82% of 2026 net revenue, exposing the company to tariff and trade risks, though customer concentration is low with no single customer exceeding 10% of revenue. |
| Aug 17, 2026 | mda | Sandisk (SNDK) is a vertically integrated NAND flash memory manufacturer with chip-level design, proprietary IP, and front- and back-end manufacturing capabilities. The company's product portfolio includes solid-state drives (SSDs), embedded products, removable cards, USB drives, and silicon wafers. SNDK targets three primary end markets: Datacenter (cloud service providers), Edge (OEMs in PC, mobile, gaming, automotive, and physical AI), and Consumer retail. Growth is increasingly driven by flash storage solutions optimized for artificial intelligence (AI) workloads across these segments. SNDK recently transitioned to an independent public company following its spin-off from Western Digital Corporation (WDC) on February 21, 2025, subsequently listing on Nasdaq. WDC initially distributed an 80.1% stake to its shareholders and has since systematically divested its remaining holdings through debt-for-equity exchanges in June 2025 and February 2026, with plans to fully monetize its residual position by the end of 2026. SNDK paid all expenses for these secondary offerings. Financially, SNDK operates on a 52- or 53-week fiscal year ending near June 30; fiscal year 2026 was a 53-week year ending July 3, 2026, compared to 52-week periods in fiscal 2025 and 2024. |
Source: SEC EDGAR filing text and events; period Sep 16, 2026; filed Sep 16, 2026.
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