Sandisk Corporation (SNDK) Morgan Stanley Technology, Media & Telecom Conference 2026 March 3, 2026 7:50 PM EST
Company Participants
David V. Goeckeler – Chairman & CEO
Luis Visoso – Executive VP & CFO
Conference Call Participants
Joseph Moore – Morgan Stanley, Research Division
Presentation
Joseph Moore
Morgan Stanley, Research Division
All right. Welcome back. I’m Joe Moore, Morgan Stanley semiconductor research team. Very happy to have with us the executive team from Sandisk, CEO, Dave Goeckeler; and EVP, CFO, Luis Visoso. Thank you, guys.
David V. Goeckeler
Chairman & CEO
Hey, Joe, thanks for having us. We appreciate it.
Joseph Moore
Morgan Stanley, Research Division
Thank you. And I think, Luis, wouldn’t you want to read a safe harbor first?
Luis Visoso
Executive VP & CFO
Yes. We will be making forward-looking statements in today’s discussion based on management’s current assumptions and expectations including with respect to our technology and product portfolio, our business plans and performance, market trends and opportunities and our future financial results. These forward-looking statements are subject to risks and uncertainties. We assume no obligation to update these statements.
Please refer to our annual report on Form 10-K and other filings with the SEC for more information on the risks and uncertainties that could cause actual results to differ materially from expectations. We will also be making reference to non-GAAP financials and reconciliations to our GAAP to non-GAAP financials can be found on our website.
Question-and-Answer Session
Joseph Moore
Morgan Stanley, Research Division
Great. So you guys saw this coming, right?
David V. Goeckeler
Chairman & CEO
Well, I mean, we saw some of it coming. [indiscernible]
Joseph Moore
Morgan Stanley, Research Division
Well, celebrate for me. I mean really, I’ll give you credit. You said this time last year that we would have a stronger second half. You were right in a pretty