Core Viewpoint - SanDisk reported strong financial performance for Q2 FY2026, driven by robust demand from AI infrastructure builders and technology companies deploying AI at scale, with revenue exceeding guidance [3][6]. Financial Performance Summary - Q2 FY2026 revenue reached $3.025 billion, a 31% increase quarter-over-quarter (QoQ) and a 61% increase year-over-year (YoY) [3][8]. - GAAP net income was $803 million, up 617% QoQ and 672% YoY, with diluted earnings per share (EPS) of $5.15, reflecting a 587% increase QoQ and a 615% increase YoY [5][8]. - Non-GAAP diluted EPS was $6.20, up 408% QoQ and 404% YoY [5][8]. Gross Margin and Operating Expenses - Gross margin improved to 50.9%, up 21.1 percentage points QoQ and 18.6 percentage points YoY [5][8]. - Operating expenses decreased by 7% QoQ to $476 million, but increased by 16% YoY [5][8]. Segment Revenue Breakdown - Data center revenue was $440 million, a 64% increase QoQ and a 76% increase YoY [5][8]. - Edge revenue reached $1.678 billion, up 21% QoQ and 63% YoY [5][8]. - Consumer revenue was $907 million, reflecting a 39% increase QoQ and a 52% increase YoY [5][8]. Future Guidance - For Q3 FY2026, SanDisk expects revenue between $4.4 billion and $4.8 billion, with non-GAAP diluted EPS projected between $12.00 and $14.00 [6][8].
闪迪2026财年Q2净利润超8亿美元同比增长672%：营收逾30亿美元同比增长61%，AI数据中心业务表现亮眼