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Hardik Shah
@AIStockSavvy
Software Developer | AI-Powered News Insights, Earnings Reports and Analyst Ratings | Follow for Savvy Insights, Not Advice #AI# #StockMarket#
Joined September 2009
1.2K Following    39K Followers
$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
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