Core Viewpoint - SanDisk (SNDK.US) shares rose over 9% to $226.9 in pre-market trading following the release of its quarterly earnings report, which showed strong revenue growth and positive trends in NAND product demand [1] Financial Performance - For the quarter ending October 3, 2025, SanDisk reported a Non-GAAP revenue of $2.308 billion, representing a 21% increase quarter-over-quarter and a 23% increase year-over-year [1] - The gross profit margin was 29.9%, up 3.5 percentage points from the previous quarter but down 9 percentage points compared to the same quarter last year [1] - Operating profit reached $245 million, a 145% increase quarter-over-quarter but a 31% decrease year-over-year [1] - Net profit was $181 million, a significant quarter-over-quarter increase of 331%, though it also reflected a 31% decrease year-over-year [1] Market Dynamics - SanDisk experienced a 15% increase in NAND bit shipments during the quarter, with average selling prices showing a mid-single-digit percentage increase, contributing to revenue and gross margin exceeding expectations [1] - The company noted that NAND product demand outstripped supply, leading to a reduction in inventory turnover days from 135 days to 115 days, with expectations for this trend to continue until the end of 2026 [1] - SanDisk's CEO, David, indicated that by 2026, the data center market is expected to become the largest market for NAND flash memory for the first time [1]
美股异动丨闪迪盘前大涨超9%，季度营收、毛利率超预期，预计供不应求持续至2026年底