$SNDK | 𝐒𝐚𝐧𝐝𝐢𝐬𝐤 𝐐𝟒 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $8.97B (↑372% YoY) | GAAP EPS: $43.97 | Adjusted EPS: $39.25
👉 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ Signed 𝐟𝐢𝐯𝐞 𝐚𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐍𝐁𝐌 𝐚𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬, including three new customers.
➤ Total 𝐍𝐁𝐌 𝐚𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬 𝐫𝐞𝐚𝐜𝐡𝐞𝐝 𝟏𝟎 since the April earnings call.
➤ Board approved an additional 𝐒𝐡𝐚𝐫𝐞 𝐑𝐞𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐨𝐟 $𝟏𝟒𝐁.
➤ Remaining buyback authorization increased to $𝟏𝟓.𝟓𝐁.
➤ Fiscal 2026 revenue growth was driven by 𝐡𝐢𝐠𝐡𝐞𝐫 𝐩𝐫𝐢𝐜𝐢𝐧𝐠 and higher-value customer mix.
➤ Fiscal 2026 𝐃𝐚𝐭𝐚𝐜𝐞𝐧𝐭𝐞𝐫 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐞𝐰 𝟒𝟑𝟕% year over year.
➤ Q4 sequential revenue growth came 𝐨𝐧𝐞-𝐭𝐡𝐢𝐫𝐝 𝐯𝐨𝐥𝐮𝐦𝐞𝐬 and 𝐭𝐰𝐨-𝐭𝐡𝐢𝐫𝐝𝐬 𝐩𝐫𝐢𝐜𝐢𝐧𝐠.
➤ Company ended fiscal 2026 with a 𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝐍𝐀𝐍𝐃 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨.
➤ Datacenter established as a 𝐤𝐞𝐲 𝐠𝐫𝐨𝐰𝐭𝐡 𝐩𝐢𝐥𝐥𝐚𝐫.
➤ Management highlighted focus on 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐚𝐧𝐝 𝐝𝐮𝐫𝐚𝐛𝐥𝐞 𝐟𝐫𝐞𝐞 𝐜𝐚𝐬𝐡 𝐟𝐥𝐨𝐰.
👉 𝐂𝐄𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:
“We closed fiscal 2026 with a leading technology portfolio, established datacenter as a key growth pillar, and deepened our customer partnerships. Our technology and products are well positioned to create value for our customers and generate growing and durable free cash flow.” — David Goeckeler, Chairman and Chief Executive Officer