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Sandisk Corporation (SNDK) Q3 2026 Earnings Call Transcript

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Sandisk Corporation (SNDK) Q3 2026 Earnings Call April 30, 2026 4:30 PM EDT

Company Participants

Ivan Donaldson – Vice President of Investor Relations
David V. Goeckeler – Chairman & CEO
Luis Visoso – Executive VP & CFO

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Conference Call Participants

Mark Newman – Bernstein Institutional Services LLC, Research Division
Joseph Moore – Morgan Stanley, Research Division
Benjamin Reitzes – Melius Research LLC
Christopher Muse – Cantor Fitzgerald & Co., Research Division
James Schneider – Goldman Sachs Group, Inc., Research Division
Asiya Merchant – Citigroup Inc., Research Division
Vijay Rakesh – Mizuho Securities USA LLC, Research Division
Blayne Curtis – Jefferies LLC, Research Division
Victor Santiago – Evercore ISI Institutional Equities, Research Division
Ruplu Bhattacharya – BofA Securities, Research Division

Presentation

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Operator

Good afternoon, and welcome to Sandisk’s Third Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

I would now like to turn the conference over to Ivan Donaldson, Vice President of Investor Relations. Please go ahead.

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Ivan Donaldson
Vice President of Investor Relations

Before we begin, please note that today’s discussion will contain forward-looking statements based on management’s current assumptions and expectations, which are subject to various risks and uncertainties. These forward-looking statements, including expectations for our technology and product portfolio, our business plans and performance, our capital allocation priorities, market trends and opportunities and our future financial results. We assume no obligation to update these statements. Please refer to our annual report on Form 10-K and our 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 make references to non-GAAP financial measures today. Reconciliations between the non-GAAP and comparable GAAP financial measures are included in the written materials posted in the Investor Relations section of our website.

With that, I’ll turn the call over

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