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shafaqat525
#SanDiskQ1RevenueUp378%
SanDiskQ1StorageGrowth 📦 Oct 29 earnings 4:30pm ET: Guide $10.3-10.8B (+357% YoY) EPS $44-46 (+37x) GM 83-85% vs 29.8% YoY. Q4 $8.97B +372% YoY 51% QoQ. Driver NAND shortage +235% price surge, enterprise SSD demand from 5 hyperscalers, BiCS8 218L 15% bits → majority by YE26. Industry $379B by 2027 per TrendForce, SNDK 11% share. Datacenter +26% QoQ, $12.2B Q2 consensus +8x EPS. Watch upper-end beat $10.7B.
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